Full-Time

Team Lead – Bookkeeping

Posted on 11/20/2024

Housecall Pro

Housecall Pro

1,001-5,000 employees

Business management software for home services

Enterprise Software

Compensation Overview

$25.77 - $32.21Hourly

Mid

Remote in USA

Category
Bookkeeping
Accounting
Required Skills
Customer Service
Requirements
  • 3+ years of U.S. bookkeeping/accounting experience with in-depth understanding of SMB accounting methods and processes, including: Consolidation and preparation of financial statements, Month-end book close and consolidation process, including journal entries, account reconciliations and flux analysis, A/P and A/R
  • Bachelor's degree in Accounting or Finance, a similar certification or level of experience (such as QBO Proadvisor)
  • 1+ years experience leading or mentoring others
Responsibilities
  • Ensure that the Bookkeeping team is providing world-class service for our Pros
  • Lead training and coaching sessions for team members
  • Delegate resource allocation, team attendance, and track key metrics for the team
  • Meet month-end service delivery deadlines for all dedicated accounts, including all actions necessary to deliver completed and reconciled books
  • Guide our customers through a white-glove onboarding journey and ensure that each customer is confident and has completed books once the onboarding journey is complete
  • Draw upon your extensive bookkeeping and accounting expertise to answer client questions, including financial statement errors, chart of accounts cleanup, sales tax matters, unresolved A/P and/or A/R issues, merchant services, and questions regarding third-party interactions
  • Foster exceptional customer experiences and interactions, and employ robust organizational and communication skills to guarantee timely client follow-ups

Housecall Pro provides a digital platform that helps home service businesses manage their operations more effectively. The platform includes tools for scheduling, dispatching, invoicing, and payment collection, which help reduce paperwork and improve efficiency. It is designed specifically for small to medium-sized businesses in sectors like HVAC, plumbing, electrical, and cleaning, with over 35,000 businesses using its services. Housecall Pro operates on a subscription model, offering a free 14-day trial for new users. What sets Housecall Pro apart from competitors is its user-friendly interface that combines all essential features into one app, making it easy for businesses to manage their operations from anywhere. The goal of Housecall Pro is to enhance operational efficiency and drive revenue growth for its clients.

Company Stage

N/A

Total Funding

$111.9M

Headquarters

San Diego, California

Founded

2013

Growth & Insights
Headcount

6 month growth

4%

1 year growth

12%

2 year growth

43%
Simplify Jobs

Simplify's Take

What believers are saying

  • The introduction of AI Team can significantly reduce operational burdens, allowing business owners to focus on growth and high-value tasks.
  • The recent $125 million investment from Permira Growth Opportunities and Vista Credit Partners indicates strong financial backing and potential for further innovation.
  • Housecall Pro's initiatives like the Trade Academy and HVAC Scholarship demonstrate a commitment to industry development and workforce education.

What critics are saying

  • The home service business management software market is highly competitive, with close competitors like ServSuite offering similar features.
  • Dependence on continuous innovation and feature updates to maintain a competitive edge could strain resources and focus.

What makes Housecall Pro unique

  • Housecall Pro's AI Team feature offers virtually delivered expertise and support, setting it apart from competitors who lack integrated AI capabilities.
  • The platform's user-friendly interface consolidates essential business management tools into one app, making it highly accessible for small to medium-sized home service businesses.
  • Strategic partnerships, such as with Thumbtack and Force Fleet Tracking, enhance the platform's functionality and integration capabilities.

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Benefits

medical, dental, vision, life, disability

401(k)

Paid holidays and flexible PTO

Equity

Monthly tech reimbursements

Remote work

Learning & development

Office setup reimbursement