Heard
11 - 50 employees
💸 Finance
☁️ SaaS
🤝 B2B
Finance • SaaS • B2B
Heard is an accounting platform specifically designed for therapist entrepreneurs. The company offers a comprehensive suite of financial management tools, including bookkeeping, tax planning, payroll processing, and business formation services. These services are tailored to help therapists manage their financial affairs, save time on financial record-keeping, maximize their tax savings, and enhance their practice's financial health. Additionally, Heard provides valuable resources such as articles, checklists, and guides to further support therapists in running their businesses effectively. The platform emphasizes ease of use and reliability, offering personalized support to its users.
Bookkeeping Lead
Job not on LinkedIn
🕒 April 30
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Heard
11 - 50 employees
💸 Finance
☁️ SaaS
🤝 B2B
Finance • SaaS • B2B
Heard is an accounting platform specifically designed for therapist entrepreneurs. The company offers a comprehensive suite of financial management tools, including bookkeeping, tax planning, payroll processing, and business formation services. These services are tailored to help therapists manage their financial affairs, save time on financial record-keeping, maximize their tax savings, and enhance their practice's financial health. Additionally, Heard provides valuable resources such as articles, checklists, and guides to further support therapists in running their businesses effectively. The platform emphasizes ease of use and reliability, offering personalized support to its users.
📋 Description
• Lead and develop a team of offshore bookkeepers, driving high performance, accountability, and continuous improvement • Manage performance targets across quality, productivity, SLAs, and automation adoption • Optimize core workflows (month-end, payroll, onboarding, year-end) to improve efficiency and accuracy • Use data and reporting to identify trends, resolve bottlenecks, and elevate team performance • Manage BPO partner relationships to ensure consistent, high-quality service delivery • Partner cross-functionally with Tax, Support, and Product to resolve complex issues and improve the customer experience • Increase automation adoption to reduce manual work and enable scalable growth • Maintain strong internal controls to protect accuracy, compliance, and customer trust
🎯 Requirements
• 5+ years in bookkeeping or accounting operations • 2+ years leading or mentoring team members • Strong understanding of S-Corp and Sole-proprietor bookkeeping • Experience working in a high-volume, tech-enabled services environment • Data-driven; comfortable using dashboards and performance metrics • Strong process design and documentation skills • Familiar with automation tools and workflow optimization • Excellent communication, leadership, and interpersonal skills are a must • Bonus: CPA or equivalent experience
🏖️ Benefits
• Competitive salary, flexible PTO, healthcare, and home office & wellness stipends • Opportunity to reshape how financial services work for mental health providers • A fast-moving environment where your work has direct, visible impact on the business
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