Accounting Team Lead

About UniFi

At UniFi, we specialize in providing bookkeeping solutions tailored for franchise systems. We partner with both franchisors and franchisees to simplify their financial operations, deliver peace of mind, and create long-term growth across entire networks.

The Opportunity

We’re looking for a motivated and detail-oriented Team Lead to join our growing bookkeeping services team. This is a critical role where you’ll guide a group of Account Specialists to deliver timely, accurate, and complete financial services to our clients. If you thrive in a fast-paced, remote environment and enjoy mentoring others while managing your own client portfolio, this is an exciting opportunity to make a meaningful impact. This position will focus on providing monthly bookkeeping services for clients.

What You’ll Do

• Lead a team of Account Specialists, ensuring timely and accurate completion of client services.
• Perform bookkeeping and related services for your own assigned clients.
• Conduct spot audits and monthly reviews of client QuickBooks files and financial statements.
• Monitor task completion across services such as weekly updates, suspense emails, month-end close, sales tax filings, payroll submissions, cash reconciliations, bill entry, and receipt attachments.
• Provide ongoing training and support to Account Specialists.
• Ensure compliance with company policies, including document storage and task tracking.
• Drive team efficiency and excellence through proactive leadership and coaching.
• Approve timecards and manage time-off requests for your team.
• Coordinate coverage for team members during PTO, training, or other absences.
• Conduct bi-annual performance reviews for Account Specialists.
• Submit weekly status reports to your supervisor on team progress and goals.
• Execute core client services including:
• Bookkeeping in QuickBooks Desktop, QuickBooks Online, and other platforms.
• Client support and communication.
• Payroll administration.
• Data collection, archiving, and documentation.

What We’re Looking For

• Proven experience in bookkeeping and financial operations, preferably within a franchise or multi-client environment.
• Strong leadership and team management skills.
• Proficiency in QuickBooks Desktop and QuickBooks Online.
• Excellent organizational and time management abilities.
• Commitment to accuracy, timeliness, and client satisfaction.
• Ability to work independently in a remote setting with a reliable wired internet connection and professional workspace.
• Strong communication skills and a proactive approach to problem-solving.
• Experience with performance reviews and team development is a plus.

Why Join Us

• Fully Remote Work – Enjoy the flexibility of working from home, with a consistent Monday–Friday schedule
• Collaborative Culture – Work with a supportive team that values mentorship, shared knowledge, and growth
• Meaningful Impact – Help shape the development of team members and improve client outcomes
• Growth Opportunity - Be part of a growing company where you will gain experience working with a variety of industries
• Resources Provided – Company-supplied equipment and access to training tools and platforms

Job Type: Full-time

Pay: $60,000.00 - $80,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Education:

• Bachelor's (Required)

Experience:

• QuickBooks: 2 years (Preferred)

License/Certification:

• CPA license (Preferred)

Work Location: Remote