Bookkeeping Team Lead

Lead bookkeeping operations across a portfolio of 250+ client accounts, managing a team of seven bookkeepers while overseeing accounting quality, workflow execution, client priorities, and team performance. Successfully brought the team’s performance rating to 100% through structured coaching, accountability, and consistent operational oversight.

Key Leadership & Impact

• Improved team performance to 100% through coaching, clear expectations, consistent follow-through, and proactive performance management.

• Oversee 250+ client accounts while coordinating workloads, deadlines, priorities, and deliverables across seven bookkeepers, ensuring the team remains aligned across a large and fast-moving portfolio.

• Review bookkeeping work and financial statements for accuracy, completeness, and appropriate accounting treatment, helping prevent errors and downstream rework.

• Support complex accounting issues involving reconciliations, transaction treatment, payroll, financial reporting, and client-specific requirements.

• Drive team consistency through disciplined use of SOPs, process guidance, and clear operational standards.

• Coach and mentor bookkeepers through regular guidance, performance support, and quality reviews, helping strengthen individual capability while maintaining team-wide accounting standards.

• Maintain visibility across the book of business by tracking account status, ownership, outstanding issues, and items requiring escalation or review.

• Identify workflow gaps and recommend practical process improvements to strengthen efficiency, consistency, and quality.

• Support business owners and clients in resolving bookkeeping, payroll, and financial reporting concerns by maintaining regular communication through email, text, chat, and video call to obtain supporting documents, clarify transactions, and ensure accurate financial data.

• Manage multiple projects, client priorities, deadlines, and team dependencies in a fully remote, high-volume environment.