Quickbooks Team Lead

Company Description

MainStreet (Bench)  is on a mission to transform every small business owner into an expert backoffice champion. By integrating accounting, HR, and hiring, we give growing companies a single, streamlined solution to manage their people, finances, and operations. The result is more efficiency, better transparency, and less friction—so teams can focus on scaling their business, not managing complexity.

Job Description

We are seeking an experienced, QuickBooks Online Certified Bookkeeper with strong accounting expertise and proven team leadership experience. In this hands-on role, you will manage your own portfolio of small business clients, maintain accurate financial records, and provide exceptional client service while also supporting, mentoring, and leading a team of bookkeepers.

Bookkeeping & Account Management

• Accurately categorize transactions, reconcile accounts, and maintain clean ledgers for your assigned clients.

• Identify and resolve discrepancies with care and attention to detail.

• Conduct monthly financial reviews to ensure every client's books are accurate and up to date.

• Manage multiple client accounts using QuickBooks Online, ensuring timely and accurate financial reporting.

• Handle complex bookkeeping and accounting issues independently.

Client Support & Communication

• Serve as the main point of contact for your clients — small business owners who rely on your guidance.

• Provide empathetic, professional, and clear communication across chat, email, and phone.

• Build strong relationships by explaining financial information in a way clients can easily understand.

• Proactively identify and resolve client concerns, ensuring satisfaction and trust.

Team Leadership & Support

• Lead, mentor, and support a team of bookkeepers while maintaining your own bookkeeping responsibilities.

• Provide guidance on complex bookkeeping issues, QuickBooks Online functionality, and accounting best practices.

• Review team members' work to ensure accuracy, consistency, and quality.

• Assist with training, onboarding, and coaching bookkeepers to improve team performance.

• Help monitor team workloads, deadlines, and overall service quality.

Problem Solving & Ownership

• Take initiative to identify and resolve client concerns proactively.

• Own the client experience from start to finish, ensuring satisfaction and trust.

• Collaborate with internal teams using tools like Salesforce and Slack.

• Identify opportunities to improve bookkeeping processes and team efficiency.

Qualifications

• Active QuickBooks Online Certification is required.

• Extensive hands-on QuickBooks Online experience is required, including reconciliations, financial reporting, and managing multiple client accounts.

• Previous team leadership or management experience is required, ideally overseeing bookkeepers or accounting professionals.

• 3+ years of professional bookkeeping or accounting experience.

• 1+ years of customer-facing or client service experience — ideally supporting U.S.-based clients.

• Strong understanding of accounting principles, financial statements, and bookkeeping best practices.

• Excellent spoken and written English proficiency (clear, confident, and professional communication is a must).

• Strong customer service mindset with the ability to explain financial information clearly and empathetically.

• High attention to detail, strong problem-solving skills, and a proactive approach.

• Ability to balance individual bookkeeping responsibilities with team leadership duties.

• Degree in Accounting, Finance, or related field (or equivalent experience).

Additional Information

• Must be based in the Johannesburg  area and available to work North American business hours (9 AM – 5 PM  PST)
• Must meet Bench’s minimum hardware and internet requirements for smooth communication and workflow