Bookkeeping Lead

3 weeks, 2 days ago
Full-time
Lead
Operations
Heard

Heard

Heard provides a comprehensive financial solution tailored for therapists, integrating software and personalized support to manage bookkeeping, taxes, payroll, and other financial needs essential for running a private practice.

Diversified Financial Services
11-50
Founded 2019
$11M raised

Description

  • Lead and develop a team of offshore bookkeepers, driving performance, accountability, and continuous improvement.
  • Manage performance targets across quality, productivity, SLAs, and automation adoption.
  • Optimize core bookkeeping workflows, including month-end close, payroll, onboarding, and year-end processes.
  • Use data and reporting to identify trends, resolve bottlenecks, and improve team performance.
  • Manage BPO partner relationships to ensure consistent, high-quality service delivery.
  • Partner cross-functionally with Tax, Support, and Product to resolve complex issues and improve the customer experience.
  • Increase automation adoption to reduce manual work and support scalable growth.
  • Maintain strong internal controls to protect accuracy, compliance, and customer trust.

Requirements

  • 5+ years of experience in bookkeeping or accounting operations.
  • 2+ years of experience leading or mentoring team members.
  • Strong understanding of S-Corp and sole-proprietor bookkeeping.
  • Experience working in a high-volume, tech-enabled services environment.
  • Comfort using dashboards and performance metrics to make data-driven decisions.
  • Strong process design and documentation skills.
  • Familiarity with automation tools and workflow optimization.
  • Excellent communication, leadership, and interpersonal skills.
  • CPA or equivalent experience is a bonus.

Benefits

  • Competitive salary of $75,000-$90,000 per year.
  • Flexible PTO.
  • Healthcare coverage.
  • Home office stipend.
  • Wellness stipend.
  • Remote work opportunity.
  • Opportunity to reshape financial services for mental health providers.
  • Fast-moving environment with direct, visible business impact.

Interested in this position?

Apply directly on the company website

Apply Now

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