Supporting Strategies Benefits Overview

Manages a remote team of client-facing accountants while overseeing outsourced accounting engagements, client onboarding, service quality, workflow capacity, budgets, and profit margins. Builds executive client relationships, resolves issues, coaches team members, supports hiring and training, conducts performance reviews, and ensures compliance with company processes. Provides accounting, bookkeeping, operational, and client service leadership using cloud-based technology.

Lead and manage a remote team of client-facing accountants, ensure high-quality bookkeeping and client relationships, oversee onboarding, implement cloud technologies, hire/train/coaching staff, monitor performance and profitability, and maintain compliance and confidentiality.

Lead a small team delivering financial operations to a portfolio of small-business clients. Own client relationships and delivery, coach associates, resolve escalations, document repeatable processes, and iterate a new team model to improve operations and client retention.