Bookkeeping Manager

H2 Advisors is hiring a Bookkeeping Manager as a full time, permanent position. Office is located in Ocala, FL. The ideal candidate would be a commutable distance away, flexible on work schedule.

As the Bookkeeping Manager, you will be running the bookkeeping show. Your professionalism and commitment to getting it right will allow you to thrive in our company.

H2 Advisors is a CPA firm with a different approach. From startup to retirement, we want to be your trusted business partner in all stages of your life and business. We offer traditional CPA services, but also focus on value-added services, including eminent domain business damage calculations, business valuations, litigation support, outsourced CFO functions and custom advisory services.

Summary:

The bookkeepers report to you, and it’s your job to support them. You’ll make sure that all projects are moving along smoothly, offering assistance and instruction when necessary. You’re a resource for the team for questions, learning opportunities, and client escalations. Your workload also includes onboarding new clients in collaboration with the team. Your extensive experience will be utilized to create a strategy/approach and jump in on complicated areas. Review and quality of work lies with you.You’ll use your customer service charm both internally with the team and externally with clients. Your ease and willingness to be accountable and proactive will ensure your success. Strong technological experience and comfort using cloud accounting software (QBO) are required. You should feel confident you can look at any set of books, untangle them, and decide the best way to proceed. Ideal candidates have past experience working on multiple client projects, cleanup, and audit-type work, while successfully creating a positive team environment.

Responsibilities Include:

• Supporting bookkeeping staff, including training new team members, helping with questions and escalations, and fostering a company culture in line with our values.
• Managing bookkeeping workload, making sure projects are completed/running smoothly, managing capacity, and covering for time off.
• Overseeing completion of new client online systems setup, accounts cleanup, and developing clear workflows, and handing off to bookkeepers.
• Owning the bookkeeping processes, including transferring QuickBooks Desktop Clients to QuickBooks Online, and ensuring individual client processes are documented and up to date.
• Supporting company growth and capacity by handling projects and/or regular bookkeeping client work as needed and assigned.
• Reviewing bookkeepers’ work for accuracy and procedure compliance including providing feedback to bookkeepers and providing deliverables to clients.
• Review and file of 1099s, update cash flow forecasts, and budgets, and perform other custom client-specific services.
• Managing year-end closing and preparation of financial packets for tax preparer.

• Serving as point person for client communications on problems, new projects, or inquiries.
• Working on other operational projects as they come up.

• 5 years (minimum) related bookkeeping experience, including general ledger, bank reconciliations, bookkeeping best practices, and financial reporting
• Experience working with CPAs/tax preparers
• 5 years (minimum) experience as a supervisor/manager with a minimum team of 3
• 5 years (minimum) customer service experience
• Excel in use of QuickBooks Online, spreadsheets, and cloud-based platforms (including a variety of e-commerce, POS, and support apps)

• Friendly demeanor – internally and externally
• Encouraging & supportive of others
• Detailed oriented
• Strong sense of urgency/deadline & priority driven
• Excellent communication – written and verbal

• QuickBooks Online Advanced Certification
• Bachelor's Degree (or higher) in Accounting

This position is eligible for a salary of $60,000 - $70,000 depending upon experience.

H2 Advisors is passionate about creating a long-term alliance with you and your business by delivering superior services and being accessible. Our goal is to provide value by offering personalized ideas and optimal solutions to help our clients achieve maximum potential.

If you are interested in learning more about a career with H2 Advisors as a Bookkeeping Manager, apply today!