IntermediateLEADERSHIP
Describe a time you led or coordinated a small team through a bookkeeping cleanup or system migration. How did you handle stakeholder expectations, allocate tasks, and ensure successful execution?
data entry, bookkeeping
General

Sample Answer

I led a five-person cleanup when we migrated a small business from QuickBooks Desktop to a cloud ERP for 18 clients. I began by mapping key data fields and defining success criteria with the owner—clean trial balance, aged AR < 60 days, and zero duplicate vendor records. I split the team: two handled chart-of-accounts normalization, one did AR/AP aging cleanups, and one ran import scripts and test uploads. We used daily 30-minute standups and a shared checklist; after the first test import we caught a 12% mapping error and fixed templates before full migration. The project finished in four weeks, reduced month-end close time by 40% for those clients, and we retained all 18 contracts through the transition.

Keywords

Define clear success criteria and stakeholder-aligned goalsDivide tasks by skill and use frequent short check-insTest early, catch mapping errors, and measure post-migration impact