Bookkeeping Supervisor: Quality Control Lead

Intuit, Inc.; Canyon Lake (CA); On-site; USD 41,000 - 50,000; Full time

Job summary

Agee Business Solutions, LLC is seeking an experienced Bookkeeping Supervisor / Quality Control to join our accounting team in Canyon Lake, CA. This hands-on supervisory role combines bookkeeping quality control, staff support and training, workflow oversight, and process improvement for a portfolio of clients.

The ideal candidate will review work for accuracy, provide constructive feedback to bookkeepers, and help ensure client books are complete and ready for monthly reporting and year-end tax

Qualifications

• Significant professional bookkeeping experience with strong technical bookkeeping knowledge.
• Advanced understanding of debits and credits, general ledger accounting, account reconciliation, and balance sheet accounts.
• Strong QuickBooks Online experience.
• Experience independently performing month-end bookkeeping and account review.
• Ability to review financial records and identify accounting issues that may not be immediately obvious.
• Experience troubleshooting and correcting bookkeeping discrepancies.
• Strong understanding of loans, payroll liabilities, owner equity, clearing accounts, transfers, and other common balance sheet activity.
• Demonstrated ability to independently manage multiple clients, priorities, deadlines, and outstanding items.
• Strong organizational skills and exceptional follow-through.
• Ability to provide clear, constructive feedback and explain accounting corrections to others.
• Strong problem-solving skills and willingness to investigate issues rather than simply pass them along.
• Ability to distinguish between an isolated bookkeeping error and a recurring process or training issue.
• Ability to maintain confidentiality of sensitive client and financial information.

Responsibilities

• Review monthly bookkeeping completed by other team members for accuracy, completeness, and consistency.
• Verify bank, credit card, loan, payroll liabilities, clearing, intercompany, and other accounts are reconciled.
• Identify misclassifications, duplicate transactions, unreconciled activity, incorrect journal entries, stale balances, and other issues.
• Ensure client books are complete and prepared for monthly reporting and year-end tax preparation.
• Provide clear, actionable feedback to bookkeeping staff and escalate as needed.
• Monitor workflows, deadlines, and month-end progress across team members.
• Help develop procedures that improve accuracy and efficiency across the department.

Skills

Bookkeeping

Debit & credits

General ledger

Account reconciliation

QuickBooks Online

Month-end close

Client management

Feedback & training

Tools

QuickBooks Online

Job description

Agee Business Solutions, LLC is seeking an experienced Bookkeeping Supervisor / Quality Control to join our accounting team in Canyon Lake, CA. This hands-on supervisory role combines bookkeeping quality control, staff support and training, workflow oversight, and process improvement for a portfolio of clients.

The ideal candidate will review work for accuracy, provide constructive feedback to bookkeepers, and help ensure client books are complete and ready for monthly reporting and year-end tax