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Client Accounting Services

1 month ago

Boca Raton, United States Office Edge Full time

Company Description

BookkeepingOps, located in central Boca Raton, is a growing firm of 7 professionals providing Client Accounting Services & Bookkeeping to small and mid-sized businesses. Through our sister company, Office Edge, we also provide local businesses with boutique meeting space, private offices, receptionist services, and administrative support.


Benefits of Working with Us:

  • Work-life balance: average workweeks are 45 hours (primarily between 9-5) and no tax season crunches (we partner with client's CPAs)
  • Meaningful work: work closely with business owners and become a key resource & advisor for them
  • Interesting & varied: our services include all aspects of accounting operations in multiple industries - there's often something new to figure out/refine & no two days are alike
  • Community: work closely with our entire team (owner, leads & bookkeepers) in a positive, professional & fun environment
  • Leadership & growth: This role is an opportunity to help run & lead our client accounting services. We take pride in developing staff and can help you get there


Role Description

We are seeking a full-time Client Accounting Services & Bookkeeping Lead to help run and grow our practice. The role is primarily on-site, with an opportunity for some remote work over time if desired.


The ideal candidate would:

  • Be comfortable working with small business owners & managing projects
  • Have hands-on experience with bookkeeping/accounting for small & mid-sized businesses
  • Be familiar with accounting and accounting operations principles & best-practices
  • Be experienced with QuickBooks Online (or other accounting systems).


We realize that some candidates may not have experience in all of these areas and would be comfortable assisting the right candidate with their development in various areas (client management, project management, accounting & operations best-practices, Excel, QuickBooks Online & related apps).


Duties include:

  • Managing client accounts, especially onboarding or catchup/cleanup projects
  • Overseeing the work of our bookkeeping staff & partners
  • Ensuring the accuracy/quality of financial statements & deliverables
  • Advising clients
  • Handling the bookkeeping for some of their own clients


We do not have any specific qualification requirements, although client management, project management, and bookkeeping/accounting education or experience are preferred.