Position Summary
The Controller / Head of Bookkeeping is responsible for managing the firm’s bookkeeping operations, ensuring accurate financial data, timely reporting, and efficient team performance. This role focuses on execution, workflow management, and team leadership, not CPA-level assurance.
Core Responsibilities
1. Team Management & Oversight
- Supervise bookkeepers and staff accountants
- Assign and manage client workloads
- Monitor deadlines for monthly closes and deliverables
- Train, mentor, and evaluate team performance of 3 remote bookkeepers
2. Bookkeeping Operations
- Oversee day-to-day bookkeeping activities:
- Bank and credit card reconciliations
- Transaction categorization
- Accounts payable/receivable tracking
- Ensure all client accounts are current and accurate
3. Month-End Close Process
- Establish and enforce standardized closing procedures
- Review:
- Profit & Loss statements
- Balance sheets
- General ledger activity
- Ensure timely completion of monthly financials
4. Quality Control (Pre-CPA Review)
- Perform internal review before financials go to CPA
- Identify and correct errors or inconsistencies
- Maintain clean, audit-ready books
5. Systems & Process Improvement
- Implement and maintain SOPs for bookkeeping workflows
- Improve automation and efficiency (QuickBooks, Xero, etc.)
- Standardize chart of accounts across clients where appropriate
6. Client Communication (Operational)
- Handle routine client questions regarding financials
- Ensure clients receive reports on schedule
- Escalate complex issues to CPA Reviewer or firm owner
KPIs / Performance Metrics
- Timeliness of monthly closes
- Error rate / rework required by CPA
- Team productivity and utilization
- Client satisfaction and retention
- Cleanliness of financials (audit readiness)