About The Position

A growing bookkeeping team is looking for a hands-on manager to lead the onboarding process for both new clients and new team members. You'll take ownership of client accounts during their critical first 6-8 weeks — identifying what needs to be done, analyzing how to improve the books, and making sure the team is taking great care of each client. This is a great fit for someone who thrives on structure, initiative, and building strong client relationships.

Requirements

  • 5+ years of bookkeeping experience
  • Strong management skills
  • Demonstrated ability to take initiative

Responsibilities

  • Onboard new clients and guide them through the account setup process
  • Identify what needs to be done and analyze how to improve the books
  • Onboard new employees joining the bookkeeping team
  • Handle and oversee client accounts for the first 6-8 weeks
  • Ensure the bookkeeping team is taking proper care of the client
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