Practice Lead (For the Bookkeeping/CFO Firm)

The Practice Lead (PL) is a delivery and people‑leadership role at Transcounts. You’ll manage 15–25 small business clients, owning their accounting operations end‑to‑end with a strong focus on accuracy, compliance, and customer experience. This role owns 100% of client communication (under‑24‑hour email response from day one). You’ll start with new client onboarding, then manage a 3–4 member remote bookkeeping team, while owning quality, timelines, reporting, and the client tech stack.

As you scale to 20+ clients and a 3+ member team, you can progress into the Practice Manager or Fractional Controller track. eCommerce experience is strongly preferred.

Key Responsibilities

Onboarding

• Own onboarding, including tech‑stack setup and historical data review.
• Plan and execute catch‑up bookkeeping (6 months–3 years). Convert onboarding clients into clean, repeatable monthly workflow...