Head of Bookkeeping & Client Accounting Operations

Anderson Business Advisors; Town of Texas (WI); On-site; USD 120,000 - 180,000; Full time

Job summary

Anderson Business Advisors seeks a Director of Bookkeeping and Client Accounting to lead the delivery and continuous improvement of our Bookkeeping services. You will shape operations, drive performance, and ensure exceptional client experiences while developing leaders and scalable processes.

You will partner with cross-functional teams to optimize workflows, manage budgets, oversee technology adoption (including QuickBooks and CRM systems), and position the department for sustained growth in a

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, or related field.
• Minimum of 10 years in bookkeeping, accounting services, or financial operations, including at least 5 years in a senior leadership role.
• Proven experience leading large operational teams within a professional services, accounting, or bookkeeping environment.
• Strong understanding of bookkeeping principles, financial reporting, and operational best practices.
• Demonstrated experience improving operational performance through process optimization, workforce planning, and performance management.
• Excellent leadership, communication, coaching, and stakeholder management skills.
• Experience with accounting software such as QuickBooks and operational systems including Salesforce or similar CRM platforms.

Responsibilities

• Provide strategic leadership for the Bookkeeping department, ensuring alignment with company objectives and priorities.
• Lead, coach, and develop Bookkeeping Managers and Supervisors while fostering accountability, collaboration, and continuous improvement.
• Oversee daily bookkeeping operations to ensure consistent, accurate, and timely service delivery.
• Standardize workflows, operating procedures, and quality expectations across the department.
• Evaluate, implement, and optimize the department's technology stack (including AI-driven accounting tools, OCR data capture, and practice management software) to drive efficiency and reduce manual processing.
• Monitor departmental capacity and performance while ensuring operational readiness during peak periods.
• Drive continuous improvement initiatives focused on efficiency, automation, scalability, and quality.
• Partner with Product, Technology, Finance, Client Success, and Shared Service Center leadership to support operational initiatives and new product implementations.
• Provide operational input into product enhancements and workflow improvements.
• Ensure successful implementation of new systems, processes, and operational changes.
• Optimize and scale a global delivery model, effectively balancing onshore and offshore resources to maximize operational efficiency, capacity, and cost-effectiveness.
• Manage departmental budgets and operating expenses.
• Support pricing, profitability, and financial performance initiatives related to Bookkeeping services.
• Identify opportunities to improve operational efficiency while maintaining high service standards.

Skills

Leadership

Communication

Stakeholder management

Coaching

Workforce planning

Process optimization

Performance management

Strategic thinking

Education

Bachelor's degree in Accounting, Finance, Business Administration, or related field

CPA designation preferred

Master's degree preferred

Tools

QuickBooks

Salesforce or CRM

Job description

Anderson Business Advisors seeks a Director of Bookkeeping and Client Accounting to lead the delivery and continuous improvement of our Bookkeeping services. You will shape operations, drive performance, and ensure exceptional client experiences while developing leaders and scalable processes.

You will partner with cross-functional teams to optimize workflows, manage budgets, oversee technology adoption (including QuickBooks and CRM systems), and position the department for sustained growth in a