Bookkeeping Manager @Out of the Box

[Hiring] Bookkeeping Manager @Out of the Box

Mar 28, 2025 - Out of the Box is hiring a remote Bookkeeping Manager. 💸 Salary: unspecified. 📍Location: USA.

The Bookkeeping Manager I (Executive Director I) at Out of the Box Technology is a senior leadership role responsible for overseeing a team of bookkeepers, ensuring consistent excellence in financial service delivery, and driving operational improvements across client accounts. This role combines expert-level bookkeeping knowledge, team leadership, and process management to optimize performance and client satisfaction.

As a key member of the accounting leadership team, the Bookkeeping Manager I collaborates with Executive Directors, Directors, and other stakeholders to ensure accurate financial operations, deliver high-impact client solutions, and support the development and retention of high-performing team members.

Primary Responsibilities

Lead and manage a team of bookkeepers, providing oversight, guidance, and performance feedback.
Ensure the accuracy and consistency of bookkeeping deliverables across client accounts.
Oversee capacity planning, workload balancing, and quality assurance across team members.
Coach team members on best practices, technical skills, and client communication.
Support client retention by ensuring timely delivery of services and addressing client concerns.
Provide technical expertise and support on complex client issues, escalations, and financial discrepancies.
Partner with senior leadership to improve internal processes and implement standard operating procedures (SOPs).
Monitor key performance indicators (KPIs) to ensure team productivity and service excellence.
Participate in recruitment, onboarding, and training of new bookkeepers.
Collaborate cross-functionally with other departments to drive firm-wide improvements and service alignment.

Bookkeeping Oversight and Quality Control

Review financial reports and reconciliations prepared by team members to ensure accuracy and compliance.
Provide final approval on complex account reconciliations, journal entries, and reporting packages.
Ensure consistency in chart of accounts, classifications, and general ledger maintenance across clients.
Monitor timelines for monthly close processes and ensure timely deliverables.
Provide technical support for QuickBooks Online (QBO) and QuickBooks Desktop (QBD) configurations and workflows.

Client and Team Communication

Serve as the primary escalation point for complex client issues or team challenges.
Maintain a proactive communication rhythm with clients and internal teams.
Support client onboarding and transitions, ensuring smooth handoffs and successful launches.
Provide regular feedback and coaching to team members through one-on-ones and team meetings.
Own client relationships, including having monthly meetings with larger clients to review bookkeeping work.

Operational and Strategic Support

Lead initiatives for service delivery optimization, automation, and workflow standardization.
Identify training needs and facilitate professional development for team members.
Track team KPIs, billing hours, and client margin performance.
Assist with strategic planning, departmental goal setting, and budgeting input.
Stay updated on regulatory and industry changes affecting bookkeeping operations.

Competencies

Leadership and Team Development – Builds strong, capable teams through mentorship, accountability, and support.
Operational Excellence – Focused on quality, accuracy, and consistency in service delivery.
Client-Centric Approach – Committed to delivering exceptional client experiences through proactive service.
Strategic Thinking – Applies a big-picture mindset to support business goals and drive improvements.
Process Optimization – Continuously identifies areas for improvement and efficiency gains.
Communication and Collaboration – Leads with transparency, clarity, and a spirit of partnership.
Technical Proficiency – Deep expertise in bookkeeping operations and QuickBooks tools.

Qualifications

Bachelor's degree in Accounting, Finance, Business, or equivalent experience.
7+ years of bookkeeping or accounting experience, including 3+ years in a team leadership role.
Expert-level knowledge of QuickBooks Online and QuickBooks Desktop.
Experience in managing people, systems, and processes in a multi-client service environment.
Strong understanding of financial compliance, reporting, and operational efficiency.

How to Advance to Bookkeeping Manager II (Executive Director II)

Potential next steps in career progression:

Demonstrate consistent excellence in team leadership, service delivery, and client satisfaction.
Drive significant improvements in departmental performance, KPIs, and workflow efficiency.
Take ownership of larger strategic initiatives such as firm-wide process improvement, technology implementations, or training programs.
Successfully lead complex projects involving cross-functional collaboration and long-term planning.
Mentor and develop emerging leaders within the bookkeeping team.
Exhibit strategic thinking and decision-making that supports broader business goals and organizational growth.
Consistently model high-level communication, collaboration, and operational excellence.

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📍	Be aware of the location restriction for this remote position: USA
‼	Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.

Back to Remote jobs > Finance / Legal

Bookkeeping Manager @Out of the Box

Finance / Legal

Salary 💸 unspecified	Remote Location USA
Job Type full-time	Posted Mar 28, 2025

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📍	Be aware of the location restriction for this remote position: USA
‼	Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.

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