Team Lead

• Manage a portfolio of small business clients
• Categorize transactions, reconcile accounts, and maintain clean ledgers
• Identify and resolve bookkeeping and accounting discrepancies
• Conduct monthly financial reviews
• Manage multiple client accounts using QuickBooks Online
• Prepare timely and accurate financial reporting
• Handle complex bookkeeping and accounting issues independently
• Serve as the main point of contact for clients
• Communicate with clients via chat, email, and phone
• Explain financial information clearly to small business owners
• Proactively identify and resolve client concerns
• Lead, mentor, and support a team of bookkeepers
• Provide guidance on QuickBooks Online functionality and accounting best practices
• Review team members’ work for accuracy, consistency, and quality
• Assist with training, onboarding, and coaching
• Monitor team workloads, deadlines, and service quality
• Collaborate with internal teams using Salesforce and Slack
• Identify opportunities to improve bookkeeping processes and team efficiency

Explore Quickbooks Team Lead at Job Mobz. Review requirements and application details.