Housecall Pro
Finance / FinServ
BookkeepingLead
Neural analysis suggests this role is
optimal for Mid candidates.
“Bookkeeping Lead at Housecall Pro. Skills: expert bookkeeping work, U. S. bookkeeping, financial statements, month-end reconciliation, books, financial data, client questions, bookkeeping and accounting expertise. overseeing ongoing bookkeeping tasks. month-end reconciliation”
What You'll Achieve.
streamline operations; scale their businesses; save time; stay confident in the health of their business; ensure long-term customer success; deliver accurate bookkeeping; support their businesses on our accounting platform; making accounting pain-free; championing our Pros to success; improve the lives of our Pros; save time, grow profitably, and provide best-in-class service
Industry & Context.
troubleshooting bookkeeping and tax-related questions; intelligent and effective problem-solver
What They're Looking For.
Must Have
3+ years of U. S. bookkeeping/accounting experience, in-depth understanding of SMB accounting methods and processes, 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, or similar certification or level of experience (such as QBO ProAdvisor), 1+ year of experience leading or mentoring others, Experience providing bookkeeping or accounting guidance directly to clients, Experience using AI tools to increase quality and efficiency of work
Nice to Have
Interest or experience in home service business trades is a plus
What You'll Do.
overseeing ongoing bookkeeping tasks
month-end reconciliation
and accurate completion of books
providing proactive communication and support
partnering with our service Pros to deliver accurate bookkeeping
support their businesses on our accounting platform
Ensure that your portfolio of Pros receives world-class service through consistent communication
and clear explanations of their financial statements
Engage Pros regularly to gather necessary documentation
and keep them informed throughout the month
Meet all month-end service delivery deadlines for dedicated accounts
including all actions necessary to review
and deliver completed and reconciled books
Draw upon your extensive bookkeeping and accounting expertise to answer client questions
including financial statement errors
chart of accounts cleanup
unresolved A/P and A/R issues
and questions regarding third-party interactions
Foster exceptional customer experiences and employ organizational and communication skills to guarantee timely client follow-ups
How You'll Work.
Team & Collaboration
partner closely with internal bookkeepers to facilitate timely and effective service delivery; gain exposure to a wide variety of cross-functional team work in collaboration with other divisions such as Tax Solutions, Payroll, and others; Partner closely with bookkeepers supporting your accounts, providing proactive support to keep work moving efficiently and ensure books are completed accurately and on schedule
Communication Scope
clear and comfortable communicator; explaining accounting concepts to non-accountants; consistent communication; proactive outreach; clear explanations; written and verbal communication skills
Process & Methodology
managing multiple projects with attention to detail
Full Job Description
Why Housecall Pro? Help us build solutions that build better lives. At Housecall Pro, we show up to work every day to make a difference for real people: the home service professionals that support America’s 100 million homes. We’re all about the Pro, and dedicate our days to helping them streamline operations, scale their businesses, and—ultimately—save time so they can be with their families and live well. While our headquarters are based in Denver, Colorado, our team spans the globe, with teammates across Brazil, Poland, the Philippines, Mexico, and beyond. We care deeply about our customers and foster a culture where our company, people and Pros grow and succeed together—no matter where they’re based. Leadership is as focused on growing team members’ careers as they expect their teams to be on creating solutions for Pros. We also offer: Why Housecall Pro? Help us build solutions that build better lives. At Housecall Pro, we show up to work every day to make a difference for real people: the home service professionals that support America’s 100 million homes. We’re all about the Pro, and dedicate our days to helping them streamline operations, scale their businesses, and—ultimately—save time so they can be with their families and live well. We care deeply about our customers and foster a culture where our company, employees, and Pros grow and succeed together. Leadership is as focused on growing team members’ careers as they expect their teams to be on creating solutions for Pros. Role Overview: As a Team Lead, Bookkeeping, you balance expert bookkeeping work with meaningful, ongoing relationships with your Pros. You have deep expertise in U. S. bookkeeping and use your knowledge to help small business owners understand their financial statements and stay confident in the health of their business. You strive for excellence in overseeing ongoing bookkeeping tasks including month-end reconciliation, review, and accurate completion of books, while providing proactive
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