Bookkeeping Manager
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Job Description
Bookkeeping Manager managing KPIs and leading team performance for a virtual accounting firm focused on innovation and flexibility.
Responsibilities:
- Monitor, analyze, and manage key performance indicators (KPIs) to ensure department excellence: Customer Feedback Scores (NPS) – track and improve client satisfaction.
- Missed Deliverable Percentage
- Staff Utilization Percentage
- Budgeted Hours vs. Actual Hours – maintain 100% or lower actual vs. budget; investigate causes of overages and recommend solutions related to performance, training, or process improvement.
- Collaborate with onboarding teams and bookkeepers to ensure new work instructions are documented before ClickUp tasks are assigned.
- Participate in deep dive sessions with new clients during onboarding.
- Ensure books are closed within contractual agreements.
- Complete Month-End Reviews.
- Identify areas for improvement and negotiate deadlines for receiving key statements and query responses.
- Maintain professional client relationships that support service delivery excellence.
- Lead by example with excellence in remote work practices and communication.
- Drive process improvements that enhance efficiency and service quality (participate in, suggest or lead continuous improvement initiatives via special projects, or when client scope changes).
- Promote a culture of accountability, collaboration, and continuous improvement.
- Foster a working environment of trust where staff feel valued and heard.
- Support continuous learning and professional development within the team.
- Conduct regular one-on-one meetings to provide coaching, feedback, and support.
Requirements:
- 5+ years of progressive bookkeeping experience
- 2+ years of supervisory, management, or team lead experience
- College certificate in accounting/bookkeeping/business administration or bachelor’s degree in accounting, finance, or related field
- An excellent understanding of accrual bookkeeping, payroll, debits and credits, clearing accounts, bank reconciliations, financial reporting, and more
- An excellent understanding of the ins and outs of how an accounting system works: Invoicing, payables, bookkeeping, tax rates, etc.
- Strong experience working with Excel and/or Google Sheets for data analysis and reporting
- Tech-Savvy: Advanced experience with various bookkeeping software (Xero, QBO, Dext, A2X, Shopify)
Benefits:
- Fully Remote
- Room to grow
- Opportunities for career development and annual performance increase.
- Fully paid for health, dental, and vision benefits
- Plus access to virtual healthcare
- Fridays off in July & August (yep, paid!)
- Paid December holiday shutdown.
- Equipment Provided
- A brand-new laptop and all the gear you need to hit the ground running.
- Supportive, inclusive, and low-ego environment.
- Comfortable, casual, and professional.
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