Practice Lead (Bookkeeping/CFO Firm)
Location: Langley, BC (200 St / 56 Ave)
Reports to: Practice Manager
Work Mode: Onsite (Hybrid after 1 year)
- 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 workflows.
- Maintain real-time communication and weekly progress updates.
Delivery & Quality
- Deliver accurate monthly bookkeeping, AP/AR, sales tax filings, and reporting.
- Perform full quality reviews and ensure zero-miss compliance (GST/PST/HST).
- Handle reconciliations (bank, credit card, loans, inventory & COGS). Prepare year-end financials and tax accountant packages.
Team Collaboration
- Lead quality oversight across your client portfolio. Guide and support bookkeepers; resolve delivery issues early.
- Maintain ClickUp documentation and async updates. Own SOPs and quality checklists for assigned clients.
- Participate in reporting QA, KPI reviews, and process improvements.
Customer Experience
- Improve documentation flow, banking access, and communication.
- Ensure reporting is accurate, clear, and insight-driven.
- Communicate professionally, concisely, and empathetically.
Career Progression
You may move into Practice Manager or Fractional Controller once you demonstrate:
- Ownership of 20+ clients and a 3+ person team
- Strong technical mastery and consistent delivery
- High client retention and zero compliance issues
- CRA/IRS audit support capability
- Ability to interpret financials and deliver insights
Compensation & Benefits
- Salary: CAD 50,000 – 65,000
- 2 weeks vacation + 5 sick/personal days
- Stat holidays
- HSA up to $1,500/year
- Hybrid work (1–2 days WFH) after 1 year
Must-Haves (Deal Breakers)
- On-site role in Langley, BC
- CPA or equivalent
- 2+ years in Public Practice (Big-4 or similar preferred)
- Worked in Canada for 6+ months
- 2+ years QBO/XERO experience
- 6+ months Canada/USA payroll & sales-tax compliance (GST/HST, WCB, EHT)
- Led at least 2 full-time team members
- Independently owned month-end close for 10+ entities
- Strong communication, accountability, and deadline discipline
- Strongly preferred: eCommerce (Amazon, Shopify, A2X, inventory, COGS)
- Tech-savvy with an automation mindset
Interview Process
- 20-minute phone screen (HR)
- 30-minute virtual interview (Director of Operations)
- Final onsite interview with Aman Mittal (Founder & CEO)
- Reference check & offer
