This article outlines the information you need when working as an Operations Manager job at your Accounting Firm. Want to stay up-to-date with all things operations management? See our resources.
Contents
In this article, we’ll look at the job information you need to know, including an example of Accounting Firm Operations Manager daily duties, a typical work day in the role & team meetings you would attend. We’ll also look at alternative names for this role and the software & templates you would use in this role.
An Accounting Firm Operations Manager oversees daily operations, ensuring efficient workflow and adherence to regulatory standards. They manage administrative staff, coordinate client services, and streamline processes to enhance productivity. Responsibilities include budgeting, financial reporting, and resource allocation. They implement and monitor internal controls, manage technology systems, and ensure compliance with industry regulations. Additionally, they support business development efforts, maintain client relationships, and handle conflict resolution. They also facilitate staff training and development, ensuring the team is well-equipped to meet organizational goals.
An Accounting Firm Operations Manager typically starts their day by reviewing emails and prioritizing tasks. They then conduct a morning meeting with team leaders to discuss daily objectives and address any issues. Throughout the day, they oversee workflow, ensuring that deadlines are met and quality standards are maintained. They also handle client communications, resolve operational problems, and implement process improvements. Regularly, they review financial reports and coordinate with other departments to streamline operations. The day often ends with a final check on project statuses and planning for the next day.
An Accounting Firm Operations Manager would run or attend various types of meetings, including strategic planning sessions to align firm goals, staff meetings to discuss workflow and project updates, and client meetings to review financial statements and address concerns. They would also participate in budget meetings to manage firm finances, compliance meetings to ensure adherence to regulations, and training sessions to enhance staff skills. Additionally, they might attend industry conferences to stay updated on trends and network with peers.
An Accounting Firm Operations Manager can also be referred to as an Accounting Office Manager, Finance Operations Manager, or Accounting Services Manager. Other alternative names include Accounting Department Manager, Financial Operations Supervisor, and Accounting Practice Manager. Additionally, this role might be known as an Accounting Operations Director, Finance and Accounting Manager, or Accounting Administration Manager. Each of these titles reflects the responsibility of overseeing the daily operations and administrative functions within an accounting firm.
An Accounting Firm Operations Manager would need a variety of software to ensure smooth and efficient operations. They would require accounting software like QuickBooks or Xero for financial management and bookkeeping. Project management tools such as Asana or Trello would be essential for tracking tasks and deadlines. Customer Relationship Management (CRM) software like Salesforce would help manage client interactions. Additionally, they would need payroll software like ADP or Gusto for employee compensation, and document management systems like DocuSign for secure handling of contracts and sensitive documents. Communication tools like Slack or Microsoft Teams would facilitate team collaboration.
An Accounting Firm Operations Manager would need various templates to streamline processes and ensure consistency. These include financial reporting templates for monthly, quarterly, and annual reports, and budget templates for planning and tracking expenses. They would also require client onboarding templates to standardize the intake process, and workflow templates to manage project timelines and staff assignments. Additionally, they would need compliance checklists to ensure adherence to regulations, and performance evaluation templates for staff reviews. Meeting agenda and minutes templates would help in organizing and documenting internal meetings. Lastly, communication templates for client correspondence and internal memos would be essential for maintaining clear and professional communication.