Manage multiple client accounts simultaneously in a fast-paced environment while ensuring books are accurate and up-to-date. Handle weekly bookkeeping tasks, including bank reconciliations and month-end reporting, while providing support to clients.
Coordinate bookkeeping transitions between outgoing and incoming bookkeepers, including file handoffs, cleanup, process setup, documentation, client communication, and progress monitoring. Perform catch-up bookkeeping and coverage as needed, and train bookkeepers taking over client accounts.
The Bookkeeping Manager will monitor KPIs, manage department performance, and ensure high-quality service delivery for clients. They will also lead, coach, and develop the bookkeeping team while fostering a culture of accountability and continuous improvement.
Manage bookkeeping for multiple complex clients, ensuring accurate financial records and timely month-end reporting. Identify process improvement opportunities and provide in-depth analysis to resolve client file inconsistencies independently.
