As a Team Lead, Bookkeeping you balance team management with individual contribution. You have expertise in U.S. Bookkeeping, and use your knowledge to develop and grow others. You strive for excellence in managing ongoing bookkeeping tasks (including month-end reconciliation and close, and portfolio management), and the support and long-term success of our accounting customers. You are a great communicator who is comfortable taking on complex accounting projects with a diverse set of stakeholders. You bring an analytical mind to constantly improve the efficiency and efficacy of your projects. You use your experience to be a true consultant for small business accounting in the U.S. home services space.


Our Accounting Solutions team is focused on partnering with our service professionals to successfully onboard, deliver bookkeeping, and support their businesses into our accounting platform. As a Bookkeeping Specialist, you contribute to an entrepreneurial, enthusiastic and client-focused team dedicated to making accounting pain-free and to championing our Pros to success. As one offering within our broader fintech suite, Accounting Solutions team members will also gain exposure to a wide variety of other embedded financial products including payments, banking, card issuance, and more.


Our team is passionate, empathetic, hard working, and above all else focused on improving the lives of our Pros. Our success is their success.


What you do each day:   

  • Ensure that the Bookkeeping team is providing world-class service for our Pros
  • Lead training and coaching sessions for team members
  • Delegate resource allocation, team attendance, and track key metrics for the team
  • Meet month-end service delivery deadlines for all dedicated accounts, including all actions necessary to deliver completed and reconciled books
  • Guide our customers through a white-glove onboarding journey and ensure that each customer is confident and has completed books once the onboarding journey is complete
  • Draw upon your extensive bookkeeping and accounting expertise to answer client questions, including financial statement errors, chart of accounts cleanup, sales tax matters, unresolved A/P and/or A/R issues, merchant services, and questions regarding third-party interactions
  • Foster exceptional customer experiences and interactions, and employ robust organizational and communication skills to guarantee timely client follow-ups



  • 3+ years of U.S. bookkeeping/accounting experience with in-depth understanding of SMB accounting methods and processes, including:
    • Consolidation and preparation of financial statements
    • Month-end book close and consolidation process, including journal entries, account reconciliations and flux analysis, A/P and A/R
  • Bachelor’s degree in Accounting or Finance, a similar certification or level of experience (such as QBO Proadvisor)
  • 1+ years experience leading or mentoring others


What will help you succeed in this role:

  • Finding joy in accuracy and efficiency
  • Strong expertise in troubleshooting any bookkeeping and tax-related questions
  • Track record of managing multiple projects with a strong attention to detail
  • Strong written and verbal communication skills
  • Excellent people skills: must be personable, patient, and good-humored
  • Self-starter mentality and independent thinker; intelligent and effective problem-solver
  • Interest or experience in home service business trades is a plus
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