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

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
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. 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 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 operates on a subscription model, offering a free 14-day trial for new clients, with the goal of driving revenue growth for its users by streamlining their business processes.

Company Stage

Debt Financing

Total Funding

$111.9M

Headquarters

San Diego, California

Founded

2013

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

2%
Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for skilled labor boosts Housecall Pro's market potential in home services.
  • AI Team introduction enhances operational efficiency and business growth for users.
  • Partnerships with brands like WD-40 and SupplyHouse.com strengthen industry presence.

What critics are saying

  • Increased competition from platforms like ServSuite may lead to customer attrition.
  • Resistance to AI Team features could slow adoption among traditional users.
  • Economic downturns could impact the optimistic growth outlook for home services.

What makes Housecall Pro unique

  • Housecall Pro offers a comprehensive mobile-first platform for home service businesses.
  • The platform integrates AI-driven tools for enhanced operational efficiency and growth.
  • 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