Bookkeeping Manager

Posted 2 Days Ago
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North Miami, FL, USA
In-Office
65K-75K Annually
Mid level
Healthtech • Software
The Role
Own a portfolio of home healthcare bookkeeping clients, lead an offshore bookkeeping team, review accounting work, and ensure timely month-end close. Responsibilities include client communication, financial statement review, complex journal entries, payroll reconciliation, year-end support, SOP development, workflow automation, team coaching, and process improvement. The role also maintains accounting systems, manages deadlines, monitors quality and productivity, and supports client retention and growth opportunities.
Summary Generated by Built In

Location

Miami, FL (Hybrid)

Who We Are

At Paradigm, we're revolutionizing home care through innovative technology. As the fastest-growing tech company in this sector, we empower home care agencies with cutting-edge solutions in billing automation, growth education, authorization management, and beyond. We believe that by streamlining agency operations with third-party payers like the Department of Veterans Affairs and Medicaid, we ultimately enhance the quality of care for seniors, veterans, and underserved communities.

We foster a dynamic and collaborative work environment where new ideas are welcome, and creativity thrives. Joining our team means becoming part of a supportive community that values continuous learning and excellence. We're on a mission to revolutionize home care and are looking for passionate individuals to help us make a lasting, positive impact.

Position Snapshot

The Bookkeeping Manager owns a portfolio of Home Healthcare business clients from end to end and leads an offshore bookkeeping team. The Bookkeeping Manager serves as the primary point of contact for assigned clients, acts as the reviewer and quality gate for the work the team produces, and keeps month-end close on schedule across the whole book of business. The ideal candidate is able to set priorities, make judgment calls on routine accounting questions, catch problems before clients do, and recognize when something genuinely needs escalation. This position reports to the Chief Financial Officer.

Core Responsibilities

  • Client Management
    • Serve as the primary contact for a portfolio of bookkeeping clients, handling onboarding, scoping, recurring communication, and issue resolution
    • Run monthly and quarterly check-ins and explain financial results in plain language to business owners
    • Identify scope creep, flag out-of-scope work, and recommend upsell opportunities (ex: CFO advisory) to leadership
    • Maintain client satisfaction and retention, and proactively address late documents, missing information, or recurring errors
  • Offshore Team Leadership
    • Assign, prioritize, and track work for offshore bookkeepers across time zones, maintaining a reliable daily overlap window
    • Review all team output (bank and credit card reconciliations, transaction categorization, journal entries, AP/AR allocations, financial statements) before delivery to clients
    • Train, coach, and give regular performance feedback
    • Write and maintain SOPs, checklists, and client-specific notes so work is repeatable
    • Monitor productivity, turnaround times, and error rates, and address performance gaps directly
    • Manage access and data-security practices for offshore staff (least-privilege system access, secure document handling)
  • Bookkeeping and Close
    • Own the month-end close calendar for all assigned clients and ensure deadlines are met
    • Prepare or review monthly financial statements (P&L, balance sheet, cash flow) and investigate unusual variances
    • Handle more complex entries the team escalates: accruals, prepaid/deferred items, fixed assets and depreciation, loan amortization, intercompany activity, and cleanup/catch-up projects
    • Oversee or coordinate payroll reconciliation
    • Prepare clean year-end packages and support the CPA/tax team with requested schedules and adjustments
  • Process and Operations
    • Improve workflows using automation and app integrations (bank feeds, receipt capture, practice management tools, etc)
    • Maintain the accounting system (QuickBooks, etc) so work status is always visible
    • Contribute to capacity planning and hiring decisions for the offshore team
  • How Success Is Measured
    • 30 Days: Learn client portfolio, systems, and support SOP finalization; establish working rhythm and communication cadence with offshore team
    • 60 Days: Independently run month-end close for portfolio, deliver reviewed financials on time, and identify top process gaps
    • 90 Days: Fully own client relationships and team management, implement at least one process improvement, and deliver first team performance review
  • Other duties as assigned

Experience and Skills

  • Minimum 3 years of experience in bookkeeping or accounting, with at least 2 years in a client-facing bookkeeping firm, CPA firm, or outsourced accounting environment
  • Minimum 1-2 years of experience in supervising or reviewing the work of other bookkeepers (remote or offshore team experience strongly preferred)
  • Advanced QuickBooks Online proficiency
  • Solid understanding of accrual vs. cash accounting, reconciliations, and business financial statements
  • Experience managing multiple clients and deadlines simultaneously
  • Clear, confident, professional written and verbal communication with business owners
  • Comfortable with cloud accounting apps (e.g., Bill.com, Gusto/ADP, Expensify, Ramp)
  • Experience with multi-entity clients, or industry niches of healthcare or professional services preferred
  • Experience building or maintaining SOPs and onboarding new team members preferred
  • Dynamics 365 proficiency preferred

Education and Qualifications

  • Associate's Degree or Bachelor's Degree in Accounting or a related field preferred
  • QuickBooks Online Certification preferred

What We Offer

  • Medical, dental, and vision benefits
  • 401k retirement plan
  • Paid time off
  • Professional development support

Compensation

$65,000-$75,000 based on experience

Skills Required

  • Minimum 3 years of experience in bookkeeping or accounting
  • At least 2 years in a client-facing bookkeeping firm, CPA firm, or outsourced accounting environment
  • Minimum 1-2 years of experience supervising or reviewing other bookkeepers
  • Advanced QuickBooks Online proficiency
  • Understanding of accrual and cash accounting, reconciliations, and business financial statements
  • Experience managing multiple clients and deadlines simultaneously
  • Clear, confident, professional written and verbal communication with business owners
  • Comfort with cloud accounting applications such as Bill.com, Gusto, ADP, Expensify, and Ramp
  • Associate's or Bachelor's degree in Accounting or a related field
  • Experience with multi-entity clients or healthcare or professional services industries
  • Experience building or maintaining SOPs and onboarding team members
  • Remote or offshore team experience
  • Dynamics 365 proficiency
  • QuickBooks Online Certification
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The Company
HQ: Miami, FL
123 Employees
Year Founded: 2015

What We Do

Paradigm provides revenue-cycle management and billing support to home-care agencies, particularly those serving veterans and Medicaid recipients. Its integrated, AI-enabled platform and team manage payer claims from submission through denials, appeals, follow-up, and reimbursement, while supporting compliance, eligibility, authorizations, and electronic visit verification. The company helps providers accelerate payments, reduce billing errors, improve cash flow, and focus more time on delivering care.

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