Bookkeeping Manager 1

The Bookkeeping Manager I (Executive Director I) at Out of the Box Technology is a senior leadership role responsible for overseeing a team of bookkeepers, ensuring consistent excellence in financial service delivery, and driving operational improvements across client accounts. This role combines expert-level bookkeeping knowledge, team leadership, and process management to optimize performance and client satisfaction.

As a key member of the accounting leadership team, the Bookkeeping Manager I collaborates with Executive Directors, Directors, and other stakeholders to ensure accurate financial operations, deliver high-impact client solutions, and support the development and retention of high-performing team members.

Primary Responsibilities

• Lead and manage a team of bookkeepers, providing oversight, guidance, and performance feedback.
• Ensure the accuracy and consistency of bookkeeping deliverables across client accounts.
• Oversee capacity planning, workload balancing, and quality assurance across team members.
• Coach team members on best practices, technical skills, and client communication.
• Support client retention by ensuring timely delivery of services and addressing client concerns.
• Provide technical expertise and support on complex client issues, escalations, and financial discrepancies.
• Partner with senior leadership to improve internal processes and implement standard operating procedures (SOPs).
• Monitor key performance indicators (KPIs) to ensure team productivity and service excellence.
• Participate in recruitment, onboarding, and training of new bookkeepers.
• Collaborate cross-functionally with other departments to drive firm-wide improvements and service alignment.

Bookkeeping Oversight and Quality Control

• Review financial reports and reconciliations prepared by team members to ensure accuracy and compliance.
• Provide final approval on complex account reconciliations, journal entries, and reporting packages.
• Ensure consistency in chart of accounts, classifications, and general ledger maintenance across clients.
• Monitor timelines for monthly close processes and ensure timely deliverables.
• Provide technical support for QuickBooks Online (QBO) and QuickBooks Desktop (QBD) configurations and workflows.

Client and Team Communication

• Serve as the primary escalation point for complex client issues or team challenges.
• Maintain a proactive communication rhythm with clients and internal teams.
• Support client onboarding and transitions, ensuring smooth handoffs and successful launches.
• Provide regular feedback and coaching to team members through one-on-ones and team meetings.

Operational and Strategic Support

• Lead initiatives for service delivery optimization, automation, and workflow standardization.
• Identify training needs and facilitate professional development for team members.
• Track team KPIs, billing hours, and client margin performance.
• Assist with strategic planning, departmental goal setting, and budgeting input.
• Stay updated on regulatory and industry changes affecting bookkeeping operations.

Competencies

• Leadership and Team Development – Builds strong, capable teams through mentorship, accountability, and support.
• Operational Excellence – Focused on quality, accuracy, and consistency in service delivery.
• Client-Centric Approach – Committed to delivering exceptional client experiences through proactive service.
• Strategic Thinking – Applies a big-picture mindset to support business goals and drive improvements.
• Process Optimization – Continuously identifies areas for improvement and efficiency gains.
• Communication and Collaboration – Leads with transparency, clarity, and a spirit of partnership.
• Technical Proficiency – Deep expertise in bookkeeping operations and QuickBooks tools.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business, or equivalent experience.
• CPA preferred.
• 7 years of bookkeeping or accounting experience, including 3 years in a team leadership role.
• Expert-level knowledge of QuickBooks Online and QuickBooks Desktop.
• Experience in managing people, systems, and processes in a multi-client service environment.
• Strong understanding of financial compliance, reporting, and operational efficiency.

How to Advance to Bookkeeping Manager II (Executive Director II)

Potential next steps in career progression:

• Demonstrate consistent excellence in team leadership, service delivery, and client satisfaction.
• Drive significant improvements in departmental performance, KPIs, and workflow efficiency.
• Take ownership of larger strategic initiatives such as firm-wide process improvement, technology implementations, or training programs.
• Successfully lead complex projects involving cross-functional collaboration and long-term planning.
• Mentor and develop emerging leaders within the bookkeeping team.
• Exhibit strategic thinking and decision-making that supports broader business goals and organizational growth.
• Consistently model high-level communication, collaboration, and operational excellence.