At Eger CPA, we help entrepreneurs and small business owners gain confidence in their finances and focus on growing their businesses. We take a new age approach to accounting and embrace technology while maintaining proven internal processes. We're proud of our collaborative culture where team members are valued, supported, and encouraged to grow professionally. If you're looking for a role where your expertise makes a direct impact on clients and where you'll have opportunities to lead, develop others, and contribute to a growing firm, Eger CPA may be the right fit for you.
Position Summary:
The Bookkeeping Supervisor is a senior-level accounting professional responsible for leading a small team of mostly remote bookkeepers. This role combines technical bookkeeping expertise with leadership responsibilities, including reviewing staff financial statements, mentoring team members, managing client cleanup and catch-up projects, being a senior among peers and ensuring consistent service quality across all client engagements.
Note: This is a Hybrid position with 3-5 days in office per month.
Key Responsibilities:
- Review and approve bookkeeping work completed by staff bookkeepers.
- Provide coaching, training, and ongoing support to bookkeeping team members.
- Establish and maintain bookkeeping procedures, workflows, and quality standards.
- Monitor workload distribution and assist with project prioritization.
Client Accounting & Bookkeeping
- Manage complex client bookkeeping engagements.
- Perform account reconciliations, month-end close procedures, and financial statement preparation.
- Review and analyze financial data for completeness and accuracy.
- Identify and resolve discrepancies, errors, and accounting issues.
- Maintain strong client relationships through timely and professional communication.
Cleanup & Catch-Up Projects
- Lead new client onboarding and historical bookkeeping cleanup projects.
- Analyze existing accounting records and develop remediation plans.
- Complete catch-up and backwork bookkeeping for clients with incomplete financial records.
- Reconstruct financial data and reconcile accounts as needed.
- Ensure client books are accurate and ready for tax preparation and financial reporting.
Process Improvement
- Identify opportunities to improve efficiency, automation, and scalability within bookkeeping operations.
- Assist with implementation of technology solutions and workflow enhancements.
- Document processes and create training materials for team development.
Qualifications
Required
- 5+ years of full-charge bookkeeping experience with experience reviewing and supervising bookkeeping staff.
- Ability to review financial statements (Identify errors and opportunities for clients)
- Extensive experience with QuickBooks Online.
- Experience performing account reconciliations, month-end close, and financial statement preparation.
- Proven ability to manage multiple clients and deadlines simultaneously.
- Strong analytical, organizational, and problem-solving skills.
- Excellent written and verbal communication skills.
Preferred
- Experience working in a CPA firm or outsourced accounting environment.
- QuickBooks Online ProAdvisor certification.
- Experience with payroll and sales tax compliance.
- Associate's or Bachelor's degree in Accounting, Finance, or related field.
- Experience with accounting technology platforms and workflow management tools.
What We Offer:
- Hybrid / Remote work options
- Competitive salary and production incentives
- Part of a tremendous team and collaborative work environment
- Competitive benefits and flexible work schedule
- Paid time off and holidays
- Retirement plan with company match
- Professional development opportunities
- Flexible work environment
Pay: $75,000.00 - $90,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Flexible schedule
- Health insurance
- Paid time off
- Paid training
- Referral program
- Work from home
Work Location: Hybrid remote in Fort Collins, CO 80525
