Client Accounting Lead

We have recently partnered with a firm that is putting BALANCE back into Your Life - Not Just Your work!

 

Our client is a forward-thinking accounting firm that prioritizes cloud accounting solutions and automation. Founded almost four years ago, the firm operates on a client-centric model, offering high-touch, ongoing support with a core focus on delivering value through automated, AI-driven processes.

 

Our client aims to create a sustainable, growth-oriented business environment, deeply rooted in their faith-based values, and extending excellent service particularly to small to medium-sized businesses. Their mission is to advance the greater good through exceptional financial services and support.

 

Our client is looking for a dedicated Client Lead who will play a pivotal role in managing and nurturing client relationships. You will work closely with a team of bookkeepers and other client leads, directly contributing to the company’s goal of providing top-tier accounting services. Success in this role means maintaining strong client satisfaction, ensuring timely and accurate financial reporting, and managing the day-to-day financial operations for clients across various industries.

 

·        Serve as the primary point of contact for a portfolio of 10-20 clients, managing relationships and ensuring client satisfaction.

·        Lead and oversee the delivery of monthly accounting services, ensuring consistency and accuracy in financial reporting.

·        Coordinate with bookkeepers and other team members to ensure client needs are met promptly.

·        Perform and review bookkeeping tasks, including payroll, bill pay, and customer reporting.

·        Onboard new clients by unwinding existing processes, documenting new workflows, and setting up systems.

·        Implement cloud accounting solutions and leverage AI to improve process efficiency and deliver better client value.

·        Conduct regular check-ins with clients to discuss their financial health, business goals, and potential pain points.

·        Collaborate with the leadership team to refine service offerings and contribute to the firm’s growth strategies.

·        Maintain adherence to company best practices and core values in all client interactions.

 

·        High emotional intelligence (EQ) with strong interpersonal and communication skills.

·        Experienced in cloud accounting, with at least 3-5 years in a similar role.

·        Proficient in QuickBooks Online (QBO) and familiar with other cloud-based accounting platforms.

·        Able to handle ambiguity and manage multiple projects and clients simultaneously.

·        Strong problem-solving skills with a keen eye for process improvement and efficiency.

·        Comfortable working with industry-agnostic clients who have both cash-basis and accrual-based accounting needs

·        Able to lead and manage small teams, providing guidance and support to bookkeepers and other accounting professionals.

·        Enthusiastic about utilizing AI and advanced technologies to enhance accounting practices.

·        A proactive team player who brings a positive attitude and a collaborative spirit.

 

·        Fully remote position, although a significant portion of the team is based in the Southeast US.  

·        Compensation is competitive, with an estimated salary range of $70,000 - $100,000 depending on experience and fit.

·        The role starts as soon as possible, with a preference for onboarding by the beginning of March 2024.

·        Candidates will be expected to track their work hours, maintaining a flexible schedule that averages around 35-40 hours per week, with peak times at the beginning of each month