Bookkeeper360 is a fintech accounting solution for small businesses. Bookkeeper360’s product offerings include SaaS business intelligence tools and tech-enabled accounting, advisory, back-office, payroll, and tax services provided by its 100% U.S. Based team of CPAs and accounting experts. 

Bookkeeper360 is trusted by thousands of small businesses nationwide, has been recognized as a two-time winner of Xero’s Top Partner of the Year award, and ranked as one of Inc. 5000’s Fastest-Growing Companies for the past three years. Bookkeeper360 is considered a trailblazer in the industry and has been published in Forbes, Accounting Today, Business Insider, CPA Practice Advisor, and other editorial outlets.

Bookkeeper360

Accounting Manager

Manage onboarding for clients at Bookkeeper360's accounting team.

• Manage a team of 2-5 Accountants to ensure timely, accurate onboarding of all new clients
• Build processes and create operational efficiencies within client portfolios
• Build a chart of accounts based on business functions and reporting needs
• Ensure Accuracy, Quality Control, and profitability of Onboarding Department
• Management and oversight of client financial statements on an accrual-basis accounting
• Facilitate an effective transition of clients from the Onboarding Department to the Client Services Department
• Reconcile year-end tax and payroll to books
• Review workflow and business operations and make cloud technology and app recommendations to increase efficiencies
• Apply knowledge of inventory costing, valuation, and internal controls
• Assist Sales Team members as needed with quoting client engagements
• Proactive in raising questions and issues to bring to leadership's attention
• Cross-sell Bookkeeper360’s platform of services
• Point of contact for escalation for client-related issues

Onboarding Manager - Remote Client Accounting

Manage clients and lead bookkeepers at a growing financial technology firm.

• Manage client relationships weekly and monthly
• Assumes primary responsibility for responding to clients
• Interact with business owners, providing them high-level insights and advanced analysis on their business’s financials and performance
• Must have a sense of urgency to address tight deadlines with a multitude of accounting activities including general ledger, month end close functions, and financial reporting
• Manage and lead 1-3 bookkeepers in maintaining the transactional bookkeeping tasks on the accounts such as AP/AR, categorizing expenses, reconciliations, etc.
• Effectively delegate and review the work assigned to your team of bookkeepers to ensure promptness and accuracy.
• Reconcile tax returns to books and records
• Deliver exceptional service on time and on budget
• Complete any back work projects in an efficient, timely manner
• Routinely communicate with Accounting Manager relating to financial close, accounting issues, and deliverables
• Leverage multiple cloud based accounting systems, and integrated add-ons, to provide accounting services for our clients
• Setup and manage cloud technology integrations
• Review workflow and business operations and make technology and app recommendations to increase efficiencies

Senior Accountant - Remote Client Accounting

Manage client relationships and day-to-day accounting responsibilities for small businesses.

• Prepare accrual basis financial statements
• Apply strong financial analytic skills
• Reconcile cash, credit card, merchant service, and other loan accounts
• Ability to follow project plans in conjunction with client needs
• Ability to multitask between different clients within a variety of industries
• Deliver exceptional service on time and on budget
• Leverage multiple cloud-based accounting systems, and integrated add-ons, to provide accounting services for our clients

Bookkeeper360 Jobs in New York City

Bookkeeper360

Onboarding Manager - Remote Client Accounting

Bookkeeper360

Senior Accountant - Remote Client Accounting

Bookkeeper360

Senior Staff Accountant - Remote Client Accounting

Bookkeeper360