Senior Bookkeeper

We are seeking an experienced and resourceful Senior Bookkeeper to oversee all aspects of bookkeeping operations, team management, and client service delivery. This role is critical to ensuring the efficient execution of processes, seamless communication with clients, and accurate delivery of financial services such as bookkeeping, payroll, advanced reporting, and tax-related preparation. The ideal candidate will also focus on developing and implementing Standard Operating Procedures (SOPs) to ensure consistency, scalability, and efficiency within our team.

The role requires a proactive, solution-oriented individual with exceptional attention to detail and strong expertise in U.S. small business accounting. This person must be able to manage remote teams, oversee onboarding and cleanup projects, and ensure the quality and accuracy of all deliverables. While this position can be filled by a U.S.-based or offshore candidate, proficiency in English (written and verbal) at a near-native level is required to ensure seamless communication with our primarily American client base.

Key Responsibilities:

1. Client Onboarding and Cleanup Management

   • Oversee and lead the onboarding process for new clients, ensuring all required financial information and documentation are collected, organized, and reviewed for completeness and accuracy

   • Direct and manage cleanup projects for new clients, ensuring proper reconciliation of accounts and accurate financial setup

   • Design and implement onboarding workflows, templates, and checklists to standardize and improve the onboarding process

   • Ensure onboarding and cleanup projects are completed within the promised 14-day onboarding guarantee

2. Team Management and Leadership

   • Supervise and manage remote bookkeeping teams, ensuring all deliverables are completed accurately and on time

   • Act as a point of escalation for the team, addressing complex accounting challenges and resolving issues effectively

   • Train, mentor, and support junior bookkeepers to ensure adherence to SOPs, consistency in service quality, and continuous skill development

   • Monitor team performance through metrics and provide regular feedback to maintain high standards of productivity and accuracy

   • Facilitate collaboration among team members to optimize workflows and foster a culture of accountability and excellence

3. Development and Implementation of Standard Operating Procedures (SOPs)

   • Create detailed SOPs for all recurring tasks and processes, including bookkeeping, tax preparation, payroll, revenue recognition, and advanced reporting

   • Ensure SOPs are clear, easy to follow, and designed to minimize errors, wasted time, and inefficiencies

   • Continuously update and refine SOPs based on operational feedback, evolving client requirements, and best practices

   • Implement systems that enable seamless handoffs of tasks from senior team members to junior bookkeepers

4. Bookkeeping, Reporting, and Advanced Analytics

   • Oversee and review all bookkeeping processes, including AR/AP management, payroll, reconciliations, and journal entries, ensuring compliance with U.S. accounting standards

   • Ensure financial reports and statements are accurate, clear, and delivered on time, providing actionable insights to clients

   • Manage advanced reporting tasks, including revenue recognition, KPI dashboards, forecasting, and performance analytics using tools like Fathom

   • Monitor and address discrepancies in reports to ensure accuracy before submission to clients

5. Preparation for Client Consultations

   • Review client meeting recordings (via Fireflies or similar tools) and prepare comprehensive notes, to-do lists, and follow-up tasks

   • Ensure detailed and actionable preparation materials are submitted to management at least two days before client consultations

   • Track and manage post-consultation follow-ups, ensuring all client needs are promptly addressed by the appropriate team members

6. Communication and Client Liaison

   • Maintain professional communication with clients through platforms like TaxDome, email, and other tools to address questions and provide updates on financial status

   • Act as an indirect point of contact by preparing client-facing reports and resolving escalated issues that require expert attention

   • Work closely with management to ensure client satisfaction, high retention rates, and the resolution of any client concerns

7. Payroll and Tax Preparation Oversight

   • Manage payroll services for clients, ensuring accurate and timely processing and tax compliance

   • Coordinate with tax professionals to ensure proper preparation of quarterly taxes, sales tax filings, and end-of-year returns

   • Provide advisory and planning services to clients, helping them minimize tax liability and optimize financial efficiency

8. Operational Efficiency and Workflow Optimization

   • Identify inefficiencies in workflows and implement improvements to streamline processes, reduce costs, and enhance productivity

   • Leverage automation tools like QuickBooks, TaxDome, LedgerSync, and Dext to reduce manual tasks and improve accuracy

   • Proactively address operational bottlenecks, ensuring that workflows are scalable and prepared to handle the growing client base

9. Weekly Reporting and Updates

   • Provide regular updates to management summarizing the status of client accounts, team performance, and priority tasks

   • Prepare detailed reports highlighting operational successes, challenges, and opportunities for improvement

   • Use data-driven insights to propose solutions that will improve service delivery, client satisfaction, and overall efficiency

10. Data Security and Compliance

    • Maintain the confidentiality of all client financial information, adhering to strict data security protocols and compliance requirements

    • Ensure that all workflows and processes align with industry standards and legal requirements, including those set by the IRS

Key Qualifications:

Experience and Expertise:

• At least 7+ years of experience in bookkeeping, accounting, or financial operations, with expertise in U.S. small business accounting

• Demonstrated success in managing remote teams and overseeing complex accounting workflows

• Strong experience in handling client onboarding, cleanup projects, and day-to-day bookkeeping operations

Technical Proficiency

• Advanced knowledge of tools and platforms, including QuickBooks, TaxDome, LedgerSync, Dext, and Fathom for financial reporting and analysis

• Familiarity with U.S. accounting standards such as cash-basis accounting and GAAP principles

• Intermediate to Advance QBO

• Intermediate Excel and Google Sheets and all other google tools

Communication Skills

• Exceptional English proficiency (written and verbal) is required to ensure clear and professional communication with U.S.-based clients and internal teams

• Ability to explain complex financial concepts to clients in a simple, actionable way

Leadership and Problem-Solving

• Proven ability to create and implement SOPs and manage scalable workflows.

• Strong critical thinking and decision-making skills, with a focus on resolving challenges efficiently and effectively.

Education and Certifications

• Bachelors degree in accounting, finance, or a related field.

• CPA, EA, or advanced bookkeeping certifications are highly preferred but not mandatory.

Preferred Attributes:

• Familiarity with industries such as real estate, professional services, e-commerce, or healthcare.

• Experience in implementing automation tools and strategies to optimize operations.

• Self-starter with a proactive approach to identifying and resolving operational inefficiencies.

• Experience with payroll processing a nice to have.

Shift / Hours:

Monday Friday in one single shift, 3:00 PM PHT to 5:00 PM PHT to 12:00 AM to 02:00 AM in PHT.