Alayna Spurbeck

Leander

Summary

Experienced Bookkeeping Department Manager with a passion for team leadership, process improvement, and delivering high-quality results. Strong background in QuickBooks Online and workflow optimization, with a collaborative, supportive approach to client and staff management.

Overview

years of professional experience

Certification

Work History

Bookkeeping Department Manager

Pachira Business Solutions

12.2023 - Current

Manage a team of junior and senior bookkeepers to ensure high-quality client service.
Assign projects and monitor team workloads to balance efficiency and deadlines.
Review client scopes to ensure alignment with work performed and team capacity.
Provide internal training and mentorship to promote skill development and quality standards.
Communicate with firm owners to provide updates, resolve escalations, and clarify expectations.
Create and implement SOPs to support consistent workflows across the department.
Oversee onboarding for new team members and new client engagements.
Track team productivity and project hours to support budget and performance goals.
Coordinate with the Operations Director and other department leads to align on priorities.
Monitor task timelines and proactively support staff to prevent overdue work.
Collaborated with the Operations Director to reduce overdue task frequency through improved deadline support.
Standardized ClickUp setup for clarity and consistency across projects and departments.
Supported internal audits and scope reviews to correct under-billing or over-servicing.

QuickBooks Live Senior Associate

Intuit

03.2022 - 07.2024

Provided onboarding and ongoing support to small businesses in CleanUp and Do It With Me SKUs.
Identified needed documents and information for each business as part of a quick diagnostic process.
Maintained 97% call evaluation scores and an average survey score of ~90%.
Participated in the Day in the Life of a QBL Lead, and mentored new Experts as they came in.
Helped pilot and launch the Assisted Bookkeeping department
Contributed to the standardization of the peer review processes for moving projects to the next department.
Recognized twice as team MVP and maintained strong document approval and turnaround metrics.

Office Manager

South Coast Heat & Air

11.2016 - 05.2023

Managed daily office operations including scheduling of appointments, AP/AR, and payroll for 5+ employees.
Maintained the company books on a monthly basis.
Created workflows and documentation to support field staff and maintain accurate records.
Managed and resolved any customer escalations
Processed vendor invoices, maintained truck inventory, and addressed customer inquiries about service requests.

Treasury Management Specialist

Moody National Bank

07.2011 - 11.2016

Managed ACH and wire transaction support for customers and branches.
Trained customers on Netteller services and provided daily reconciliation support.
Handled 20+ calls per day, assisting with transaction issues and account support.

Education

High School Diploma -

Moore High School

Moore, OK

Skills

8 years of bookkeeping experience
Proficient with QuickBooks Online, Keeper, ClickUp, Clockify, Google Workspace, Microsoft Office, and Excel

Strong communication and leadership skills
Experienced in client communication and scope management