Part-Time Bookkeeping Supervisor​/Quality Control

Agee Business Solutions, LLC is seeking an experienced Bookkeeping Supervisor / Quality Control professional to join our accounting team in Canyon Lake, CA.

This is a hands-on supervisory position combining bookkeeping quality control, staff support and training, workflow oversight, process improvement, and direct responsibility for a smaller portfolio of bookkeeping clients.

We are looking for someone who can not only perform high-quality bookkeeping themselves, but also recognize accounting issues, review the work of others, identify recurring problems, improve processes, and help ensure client books are accurate, complete, consistent, and ready for financial reporting and tax preparation.

The Bookkeeping Supervisor will provide technical oversight and quality control for the firm's bookkeeping department while also maintaining an assigned portfolio of client accounts.

This position will review completed bookkeeping, identify errors and unusual balances, provide clear feedback to bookkeepers, assist with complex accounting issues, monitor workflow and outstanding items, and help develop procedures that improve accuracy and efficiency across the department.

Our clients range from smaller businesses with straightforward bookkeeping needs to medium and larger businesses with more complex accounting activity, including multiple entities, high transaction volumes, loans, payroll, intercompany activity, multiple sales platforms, payment processors, clearing accounts, and e-commerce activity.

The ideal candidate is an experienced, technically strong bookkeeper who naturally notices when something doesn't look right, enjoys solving accounting problems, and can help other bookkeepers improve without simply taking their work over.

This is an onsite position in Canyon Lake, CA
.

• Review monthly bookkeeping completed by other team members for accuracy, completeness, and consistency

• Review balance sheet and general ledger accounts for unusual, incorrect, or unsupported balances

• Verify that bank, credit card, loan, payroll liability, clearing, intercompany, and other applicable accounts are properly reconciled

• Identify misclassifications, duplicate transactions, unreconciled activity, incorrect journal entries, stale balances, and other bookkeeping issues

• Ensure client books are complete and appropriately prepared for monthly reporting and year-end tax preparation

• Determine whether identified issues should be corrected directly, returned to the assigned bookkeeper, or escalated for further review

• Document review findings and provide clear, actionable feedback to bookkeeping staff

• Perform higher-level troubleshooting and assist with complex bookkeeping and cleanup issues

• Monitor bookkeeping workflows, recurring deadlines, pending items, and month-end completion across assigned team members

• Help ensure client work progresses from initiation through completion and does not remain unnecessarily outstanding

• Identify overdue work, recurring bottlenecks, missing information, and items requiring follow-up

• Help establish priorities when multiple client deadlines or accounting issues compete for attention

• Ensure incomplete items are properly documented, tracked, followed up on, and ultimately resolved

• Promote consistent use of firm workflows, checklists, documentation standards, and quality-control procedures

• Evaluate existing bookkeeping procedures and identify opportunities to improve accuracy, consistency, and efficiency

• Help create, document, and refine standard operating procedures, checklists, templates, and bookkeeping workflows

• Identify recurring bookkeeping errors and determine whether changes in training, procedures, or internal controls could prevent them

• Recommend practical improvements to reduce rework and improve month-end completion

• Help standardize bookkeeping practices across clients and team members while recognizing when client-specific procedures are necessary

• Assist with implementation and adoption of improved processes

• Serve as a technical resource for bookkeepers when questions or unusual accounting situations arise

• Provide constructive review notes and explain necessary corrections

• Help train bookkeepers on firm procedures, accounting concepts, Quick Books Online, and recurring bookkeeping issues

• Identify areas where additional staff training or documentation may be needed

• Support development of…