Full-Time

Team Lead – Bookkeeping

Confirmed live in the last 24 hours

Housecall Pro

Housecall Pro

1,001-5,000 employees

Business management software for home services

Consumer Software
Enterprise Software

Compensation Overview

$25.77 - $32.21Hourly

Mid, Senior

Remote in USA

Candidates must be based in the United States.

Category
Bookkeeping
Accounting
Required Skills
Customer Service

You match the following Housecall Pro's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
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
Desired Qualifications
  • Finding joy in accuracy and efficiency
  • Strong expertise in troubleshooting any bookkeeping and tax-related questions
  • Track record of managing multiple projects with a strong attention to detail
  • Strong written and verbal communication skills
  • Excellent people skills: must be personable, patient, and good-humored
  • Self-starter mentality and independent thinker; intelligent and effective problem-solver
  • Interest or experience in home service business trades is a plus

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

Company Size

1,001-5,000

Company Stage

Debt Financing

Total Funding

$111.9M

Headquarters

San Diego, California

Founded

2013

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for mobile-first solutions boosts Housecall Pro's market relevance.
  • AI integration enhances operational efficiency and growth potential for users.
  • E-signatures reduce paperwork and speed up transaction times for service professionals.

What critics are saying

  • Increased competition from ServSuite may lead to customer attrition.
  • Resistance to AI Team features could slow adoption among traditional users.
  • Reliance on partnerships poses risks if partners face operational challenges.

What makes Housecall Pro unique

  • Housecall Pro offers a comprehensive mobile-first platform for home service businesses.
  • The platform integrates AI-driven tools for personalized and efficient service delivery.
  • Housecall Pro's user-friendly interface consolidates essential business management features into one app.

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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

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

2%
PR Newswire
Jan 24th, 2025
Housecall Pro Invites Home Service Pros To 'Power Up' With Platform'S Biggest Release Yet

Jan. 29 webinar offers deep dive into industry leader's new features and business solutionsSAN DIEGO, Jan. 24, 2025 /PRNewswire/ -- Housecall Pro , the go-to software platform for over 45,000 home service companies, has announced a live webinar event, titled "Power Up: Bigger Updates, Smarter Tools, Unstoppable Growth." Aimed at business owners within the home service industry, the webinar will highlight new Housecall Pro features and offer best practices for using the software to optimal effect."As we enter a new year, we're rolling out more tools than ever to help our Pros work smarter, grow faster and hit their business goals," said Roland Ligtenberg, Housecall Pro co-founder and SVP of Innovation. "This webinar will not only alert them to some of the new tools at their disposal, but help them use those tools as efficiently as can be."During the webinar, Housecall Pro's Chief Operating Officer, Brooks Pettus, will join a panel of industry experts to share tips for building a more successful home service business, leaning on advanced features recently added to the software."Whether you want to streamline payments, land more leads or gain deeper insights into your operations, our latest update will provide everything you need to succeed," Ligtenberg said. "More than 14,000 Pros voted on these features. We listened, and this update is the result."Key features of the latest Housecall Pro update include:E-signatures on estimates – Service professionals can now collect signatures from anywhere, helping them close jobs faster and protect their business from disputes and cancellations.– Service professionals can now collect signatures from anywhere, helping them close jobs faster and protect their business from disputes and cancellations

PR Newswire
Dec 23rd, 2024
Housecall Pro Counts Down To Trade Academy Scholarship Deadline

Industry leader urges potential entrants to apply with eight days left SAN DIEGO, Dec. 23, 2024 /PRNewswire/ -- Housecall Pro, the premier software platform serving over 45,000 home service companies, continues to accept applications for its Trade Academy scholarship, which expanded this year to include electrical and plumbing, in addition to HVAC. The Dec. 31 application deadline is quickly approaching, and they encourage those interested to apply right away

PR Newswire
Nov 20th, 2024
Outlook Strong For Home Services With Pros Confident In 2025 Growth

New Housecall Pro report highlights industry resilience, trade career appeal, and AI's role in boosting growth and efficiency. SAN DIEGO, Nov. 20, 2024 /PRNewswire/ -- Housecall Pro, the leading software platform serving more than 180,000 home service professionals, today released findings from its Fall 2024 report. The report, based on a survey of over 400 home services pros, highlights four trends shaping the future of the home services industry: growing business confidence, rising demand for skilled labor, the trades' appeal as a stable career path, and the expanding adoption of AI. Pros confident in 2025 growthAccording to the survey, 77% of home service professionals expect to grow their businesses in 2025, with 40% expecting to grow by more than 10%. Despite challenges like inflation and rising material costs, professionals remain optimistic, supported by the essential nature of their work and ongoing demand for home services

PR Newswire
Sep 19th, 2024
Housecall Pro Partners with SupplyHouse.com to Equip the Next Generation of HVAC Professionals

Housecall Pro partners with SupplyHouse.com to equip the Next Generation of HVAC professionals.

PR Newswire
May 16th, 2024
Housecall Pro Introduces Ai Team Offering, Empowers Home Service Businesses With Virtually Delivered Expertise And Support

AI Team enables home service pros to build their business using new on-demand artificial intelligence team members within the platformSAN DIEGO, May 16, 2024 /PRNewswire/ -- Housecall Pro, a leading cloud-based software solution helping home service pros manage and grow their businesses, today announced the availability of the AI Team within its platform. By leveraging artificial intelligence, the AI Team unlocks unprecedented efficiency and growth potential for businesses of all sizes, reimagining the way pros operate and thrive in today's competitive home service industry.Housecall Pro Introduces AI Team Offering, Empowers Home Service Businesses with Virtually Delivered Expertise and SupportWith the introduction of the AI Team, Housecall Pro users will be able to "hire" AI-enabled specialist roles, including a business coach, analyst, customer service representative, marketer, and product assistant. AI Team members will be introduced in phases, allowing pros to bring on specific skill sets tailored to their needs. Pros can offload busywork, streamline operational tasks, discover new opportunities to grow and outpace competition, and gain time back for high value work. AI Team members will become available to existing customers directly through their account settings on the Housecall Pro desktop platform."Home service company owners often wear multiple hats and are deeply involved in the day-to-day operations of their business with little time to truly work on their businesses," said Ian Heidt, President and Co-founder of Housecall Pro. "With the launch of the AI Team, we aim to alleviate these burdens for business owners