accounting services director

UniFi Books

Position OverviewThe Director of Client Accounting Services (CAS) is responsible for leading and scaling the firm's outsourced accounting and bookkeeping operations. This role oversees the delivery of high-quality accounting services to a growing portfolio of small and mid-sized business clients while developing the systems, processes, and leadership structure required to support significant future growth.The Director will lead and develop a multi-layered team of Team Leads, accounting professionals, and operational support staff while ensuring exceptional client outcomes, operational efficiency, and consistent service standards.This position is a senior leadership role responsible for building a best-in-class Client Accounting Services department capable of supporting thousands of clients and a large, distributed team.Key ResponsibilitiesDepartment Leadership&middot; Provide strategic leadership for the Client Accounting Services department.&middot; Lead and develop a growing team of Team Leads, accounting specialists, and support staff.&middot; Build and maintain a scalable leadership structure capable of supporting significant department growth.&middot; Foster a culture of accountability, professional development, and operational excellence.&middot; Conduct performance reviews and leadership development for direct reports.Client Accounting Service Delivery&middot; Ensure all client accounting services are delivered accurately, consistently, and on schedule.&middot; Oversee the execution of services including:o bookkeepingo monthly closeo payroll coordinationo financial reportingo audit preparation supporto cash flow and financial management advisory&middot; Serve as the escalation point for complex accounting questions and client issues.&middot; Maintain high client satisfaction and service quality across the department.Operational Excellence &amp; Quality Control&middot; Develop and maintain standardized accounting workflows and procedures.&middot; Implement quality control measures including file reviews, audit checks, and service benchmarks.&middot; Establish service-level expectations for client deliverables.&middot; Continuously improve operational processes to increase efficiency and scalability.Department Growth &amp; Capacity Planning&middot; Design and implement a scalable operational structure capable of supporting rapid client growth.&middot; Work with executive leadership to forecast staffing needs and hiring timelines.&middot; Develop workforce planning models to support future expansion of the CAS practice.&middot; Ensure the department can scale from its current size to support thousands of clients and a large team of accounting professionals.Training &amp; Professional Development&middot; Lead the development of training programs for new hires and existing team members.&middot; Ensure team members remain current on accounting standards, software platforms, and internal procedures.&middot; Provide technical training on accounting topics and best practices.&middot; Identify high-potential employees and develop future leaders within the department.Process &amp; Systems Development&middot; Implement technology and automation solutions to improve department efficiency.&middot; Develop standardized procedures for key accounting workflows including:o monthly closeo payroll processingo financial statement reviewo account reconciliations&middot; Collaborate with leadership to implement systems that support large-scale client operations.Cross-Department Collaboration&middot; Partner with leadership, client services, and operations teams to ensure seamless client experiences.&middot; Work with recruiting and HR to hire and onboard accounting staff.&middot; Collaborate with firm leadership on strategic initiatives and growth planning.Reporting &amp; Performance Metrics&middot; Track key performance indicators for the CAS department including:o client service delivery timelineso department productivityo team capacityo client satisfaction&middot; Provide regular performance updates to executive leadership.&middot; Identify operational risks and implement corrective strategies when necessary.QualificationsRequired Qualifications&middot; Bachelor&rsquo;s degree in Accounting, Finance, or Business Administration&middot; Active CPA license required&middot; 10+ years of progressive accounting experience&middot; 5+ years of leadership experience managing accounting teams&middot; Experience managing or overseeing client accounting or outsourced accounting services&middot; Strong knowledge of small business accounting and financial reporting&middot; Experience building processes, procedures, and scalable operationsPreferred Qualifications&middot; Experience leading large accounting teams&middot; Experience within a CPA firm or outsourced accounting service provider&middot; Experience scaling operational departments during periods of rapid growth&middot; Strong background in accounting systems and workflow automationKey Leadership CompetenciesSuccessful candidates will demonstrate:&middot; Strategic leadership&middot; Operational excellence&middot; Strong communication and coaching abilities&middot; Process improvement mindset&middot; Ability to lead large teams through growth and change&middot; Strong technical accounting knowledgeWork EnvironmentThis is a leadership role that requires a professional work environment and consistent availability during standard business hours. The Director must maintain a workspace conducive to managing teams, collaborating with leadership, and delivering high-quality service to clients.Why This Role Is UniqueThe Director of Client Accounting Services will play a central role in building and scaling a rapidly growing accounting services organization. This role offers the opportunity to shape the future of a department that will support thousands of clients and a large team of accounting professionals.Benefits:<ul><li>Dental insurance</li><li>Employee assistance program</li><li>Health insurance</li><li>Paid time off</li><li>Retirement plan</li><li>Vision insurance</li></ul>Application Question(s):<ul><li>What is your salary expectation for this role?</li></ul>Education:<ul><li>Bachelor's (Required)</li></ul>Experience:<ul><li>progressive accounting: 10 years (Required)</li><li>overseeing department of 200 or more accountants: 5 years (Required)</li></ul>License/Certification:<ul><li>CPA license (Required)</li></ul>Work Location: Remote

Director of Client Accounting Services

MBE CPAs

<div>What's the Role?
The Client Accounting Services Department Lead is a senior leadership role responsible for building, leading, and scaling the firm's CAS practice. This position plays a critical role in evolving the firm from traditional bookkeeping services into a true client advisory-focused CAS model.
This is a unique opportunity for an experienced CAS leader to build the practice from the ground up, establish scalable processes, lead a high-performing team, and partner closely with firm leadership to drive long-term growth and innovation.
This role may be based in any of our 19 MBE office locations, filled as a hybrid opportunity, or filled as a remote position, depending on experience.
We'll interview for this role during the traditional CPA firm &quot;opportunity season&quot; with the plan to launch the role in late April-June.
What Will I Do?<ul><li>
Lead the strategy, structure, and growth of the CAS practice.</li><li>
Oversee client advisory engagements and serve as a trusted advisor to key clients.</li><li>
Build scalable workflows, service standards, and best practices across the CAS department.</li><li>
Lead, mentor, and develop CAS managers, supervisors, and team members.</li><li>
Partner with firm leadership on pricing, service offerings, and growth initiatives.</li><li>
Ensure high-quality service delivery, compliance, and operational efficiency.</li></ul>
What Experience and Skills Do I Need to Be Successful?
Required Qualifications<ul><li>
10+ years of experience in accounting and Client Accounting Services.</li><li>
5+ years in a leadership or senior management role within CAS or outsourced accounting.</li><li>
Proven experience building, scaling, or transforming a CAS or bookkeeping practice.</li><li>
Strong knowledge of accounting standards, payroll, and outsourced accounting services.</li><li>
Experience leading teams and managing multiple client engagements.</li></ul>
Key Skills<ul><li>
Strategic and entrepreneurial leadership mindset.</li><li>
Strong client advisory and relationship management skills.</li><li>
Ability to build processes, teams, and scalable service models.</li><li>
Comfort driving change and innovation within a growing firm.</li><li>
CPA or similar professional certification preferred.</li></ul>
Why Join This Opportunity?<ul><li>
Build a CAS practice from the ground up with firm leadership support.</li><li>
High-impact leadership role with visibility and influence.</li><li>
Entrepreneurial firm culture that values innovation and growth.</li><li>
Opportunity to shape services, processes, and team structure.</li><li>
Long-term career growth and upward mobility within the firm.</li></ul>
Work ScheduleTravel<ul><li>
Full-time position.</li><li>
Periodic travel required (approximately 6&ndash;8 times per year).</li><li>
Role may be based in one of our offices, hybrid, or remote, depending on experience.</li></ul>
How Do I Apply?
Apply with your resume through our ATS. Qualified candidates will be contacted for next steps in the interview process. Candidates may also reach out to our Lead Recruiter, Brock Kazda, on LinkedIn.
About the Firm
MBE CPAs provides accounting, tax, and advisory services through an expanding affiliate group. With 19 office locations across Wisconsin, Arizona, Nebraska, and Colorado, the firm is committed to helping clients succeed while offering meaningful career growth opportunities for its team members.</div>

Client Accounting Services Department Lead

Statesboro Regional Library

Position Title: Business Services Manager Classification: FLSA exempt, Full time Reports to: Regional Library DirectorOverall Responsibility The Business Services Manager is responsible for all accounting, payroll, and personnel functions of the Statesboro Regional Public Libraries. This employee works with the Regional Library Director, Library Managers, and Board Members in the preparation of budgets and financial reports. This individual plans, organizes, and supervises all aspects of business services for the library system.Essential Position Functions Records all accounting adjustments monthly and at year-end  Prepares and maintains the library system&rsquo;s financial reports and budget documents Prepares, analyzes and reports to all library boards a full accounting of library funds  Prepares reports (financial and other) as requested by library management  Oversees the operation and maintenance of the financial accounting system  Designs and monitors accounting processes for all libraries in our Regional library system  Monitors all financial aspects of purchasing, receiving, supply and inventory operations  Manages all investments while maintaining adequate operating cash reserves  Prepares financial information for Georgia Public Library Services Annual Report and Renewal for State Aid  Prepares and maintains all State Grant Budget reports  Prepares information for the Agreed Upon Procedures per Georgia Public Library Services requirements.  Maintains employee personnel records and oversees all employee benefit programs  Prepares all monthly/quarterly/annual state and federal payroll tax reports and other required reports  Communicates with library funding agencies as required  Prepares communications to staff concerning employee benefit updates  Maintains all general fixed assets records per Library policy  Coordinates the library system&rsquo;s property, liability and fiduciary insurance  Supervises, trains, and evaluates Business Services staff  Assists with the development and review of personnel and other policies  Assists Regional Library Director in preparing specifications and bidding documents, reviews formal bids, and makes recommendations to the Library Boards for purchases/contacts as necessary  Performs other duties as assignedRequired Qualifications Bachelor&rsquo;s degree in accounting  Strong governmental (fund) accounting background with five or more years of progressively responsible accounting and budgeting experience  Supervisory experience  Obtain and maintain a valid Georgia Driver&rsquo;s License and maintain a Motor Vehicle Report that is within the guidelines of the Library&rsquo;s Insurance carrierKnowledge, Skills, and Abilities Knowledge of generally accepted accounting principles, governmental accounting practices, financial planning and record keeping, public finance, procurement procedures, budget development and administration  Proficiency in use of Microsoft Office Programs  Ability to maintain confidentiality  Ability to use tact and diplomacy in working with staff, vendors and the public  Ability to solve problems, exercise discretion, make sound independent judgments, handle job related stress, demonstrate initiative, and employ basic supervisory methods including work delegation and constructive criticism  Demonstrate attention to detail, accuracy with numbers, and excellent written and verbal communication skills  Ability to increase knowledge and skills through continuing education and staff development training.Preferred Qualifications Master&rsquo;s degree in business or related field  Knowledge of MIP accounting software  Knowledge of library operations  Knowledge of current State of Georgia Employee Benefit Plans  Knowledge of labor lawsPhysical Skills Ability to sit and use computer for extended periods and operate standard office equipment, daily  Ability to lift and move up to forty (40) pounds and push one hundred (100) pounds, occasionally  Ability to work weekends and nights as job requiresTraining, Supervision, and EvaluationThe Business Services Manager has the latitude and the responsibility to exercise independent professional judgment within the scope of the library policy. The Business Services Manager is responsive to directions given by Library Management. Formal evaluation and review of the Business Services Manager&rsquo;s performance is provided by the Regional Library Director.Working Conditions  Majority of work performed in general office and library environment  Requires availability for extended hours as needed  Requires evenings and/or weekends  Requires periodic participation and attendance at events and trainingThis position description is not intended to be a complete list of all responsibilities, skills or working conditions associated with this position and is subject to review and change at any time in accordance with the needs of the Statesboro Regional Public Libraries. Reasonable accommodations may be made to enable someone with a qualifying disability to perform the essential functions of the position.Pay: From $65,000.00 per yearBenefits:<ul><li>Dental insurance</li><li>Employee assistance program</li><li>Flexible schedule</li><li>Flexible spending account</li><li>Health insurance</li><li>Health savings account</li><li>Life insurance</li><li>Paid time off</li><li>Retirement plan</li><li>Vision insurance</li></ul>Work Location: In person

Business Services Manager

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Director of Client Accounting Services

Client Accounting Services Department Lead

Client Accounting Services Department Lead

Client Accounting Services Department Lead

Client Accounting Services Department Lead

Client Accounting Services Department Lead

Business Services Manager