Bookkeeper - Office Manager
The Lucas Howard Group
Traverse City, MI US
Posted ago
The Lucas Howard Group

Bookkeeper / Office Manager needed in Traverse City. If you love leadership, helping others, accounting, processing, and operations, this position is for you. This position will support the executive staff with responsibilities including accounting and bookkeeping, banking and bill management, monthly transmittal, paying commissions, budgeting and forecasting, and integration.

Candidates should exhibit natural leadership ability, strong relationship-building skills, and be flexible team players. They must thrive in a fast-paced, deadline-driven environment and have an eye for detail.

This position is a vital member of the leadership team and they contribute to the growth, culture, productivity, and profitability of the business.

This individual will have a substantial background in accounting (understands and has processed in the full accounting cycle, GAAP). They must be independent decision-makers, self-sufficient, and self-motivated in their activities. It will also be important that this person uses a combination of persuasion/consultation, focused on forming a strong relationship in tandem with regard to problem-solving, and, when dealing with issues, is focused on problem-solving and assessment of specific needs for that individual.


  • The salary range is $38,000-$42,000 based on experience
  • Health care contribution
  • Bonus opportunities
  • Growth potential


Primary Objectives:

  • Accurate banking and accounting service
  • Computerized bookkeeping and general computer experience
  • Monthly transmittal
  • General office management and purchasing
  • Assist executives in managing staff
  • Maintains relationships with agents and outside vendors
  • Supervise office staff

Regular Work Activities and Primary Responsibilities:

  • Computer input
  • Bookkeeping (A/R and A/P)
  • Finance/Budget management
  • Data Analysis
  • Systems implementation
  • Purchasing (supplies and equipment)
  • Maintain office equipment and technology
  • Create agendas and record meeting minutes
  • Hiring, training, and consulting personnel
  • Introduction of new products/services to existing agent associates
  • Maintaining database management system(s)
  • Assisting staff and helping them to have an extraordinary experience
  • Managing office employees


The ideal candidate will possess a background of a minimum of 2 years in Accounting and have at least 2 years of work experience in a challenging and fast-paced environment. Accounting functions include double-entry bookkeeping, bank reconciliations, payroll (via 3rd party), month-end closing, and analyzing financial reports. The candidate will also need to pass an accounting assessment. The right person will be passionate about leading the organization to meet higher growth goals.

Key skills:

  • Precise bookkeeping and accounting, advanced
  • Microsoft skills in Excel, PowerPoint, Publisher, Word, and Google Docs, advanced
  • Ability to use back-office management software
  • Strong written, verbal, and interpersonal communication skills
  • Strong problem-solving skills and urgency to be proactive
  • Ability to work in a fast-paced, dynamic environment
  • Passionate about leading the organization to meet higher growth goals
  • Tech-savvy
  • Strong attention to detail
  • Ability to work independently and meet deadlines
  • Possess a “can-do,” no excuses attitude
  • Resourceful, team player
  • Valid Driver’s License, vehicle preferred

About The Lucas Howard Group

We’re #1. Holding the top spot in client count, units, and sales volume, our sales force is one to be reckoned with. Home to the Tech-Enabled client, our business model equips clients with a technological edge and the ability to offer customers whatever they wish.

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