Account Manager - Bookkeeping & Client Advisory

• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Employee discounts
• Flexible schedule
• Opportunity for advancement
• Training & development
• Wellness resources

• Client Relationship Management: Serve as the primary point of contact for assigned bookkeeping clients, building strong, professional relationships through timely communication, follow-through, and proactive support.
• Client Communication: Respond to client questions, concerns, and requests in a clear, helpful manner, and communicate regarding missing information, document requests, transaction questions, and payroll needs.
• Bookkeeping Oversight: Oversee the bookkeeping process for assigned accounts, monitoring for accuracy, completeness, and consistency according to company standards.
• Work Review: Review financial work prepared by bookkeepers, including transaction categorization, reconciliations, financial reports, and month-end close tasks to ensure deadlines are met.
• Team Leadership & Guidance: Provide guidance, feedback, and support to bookkeepers assigned to client accounts, helping them understand client-specific workflows and improve their judgment and efficiency.
• Team Development: Support the development of bookkeepers, assist with training and workflow clarification, and encourage accountability and high-quality work within the team.
• Advisory & Client Insight: Review client financial information to identify trends, concerns, and opportunities, helping clients better understand their financial reports and bookkeeping results.
• Service Expansion: Communicate observations to leadership when a client may benefit from advisory services, tax planning, payroll support, cleanup work, or additional services.
• Workflow Optimization: Follow and help refine established bookkeeping workflows, company procedures, and quality standards to eliminate bottlenecks and improve scalability.
• System Utilization: Use company tools and systems effectively to track work, maintain visibility across accounts, and partner with leadership to improve internal service delivery.
  
  

• Strong understanding of bookkeeping principles and basic accounting concepts.
• Ability to review bookkeeping work for accuracy, completeness, and consistency.
• Strong written and verbal communication skills for direct client and team interaction.
• Excellent organizational and time management skills to manage multiple client accounts, deadlines, and priorities.
• High attention to detail and a strong commitment to quality and problem-solving.
• Ability to support, guide, and mentor team members with patience, clarity, and accountability.
• Alignment with company standards, values, and client service expectations, with a willingness to adapt as services evolve.
  
  

• QBO Certification Level 1 and 2 required.
• QBO Payroll Certification required.
• Minimum of 2 years of QuickBooks Online (QBO) experience required.
• Minimum of 2 years of management or team leadership experience required.
• Prior experience managing bookkeeping clients or reviewing bookkeeping work is preferred.
• Experience leading, training, or mentoring bookkeepers is highly desired.
• Experience with QuickBooks Online Payroll, month-end close processes, reconciliations, and financial reports.
• Comfort using technology, automation, and workflow management tools.
• Interest in advisory services, financial insight, and helping small business owners better understand their numbers.
  
  

Flexible work from home options available.