Account Manager - Bookkeeping & Client Advisory

Job Description

Job Description

Benefits:

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

We are seeking a proactive and client-focused Account Manager to oversee the bookkeeping work and client experience for a portfolio of small business clients. The Account Manager will serve as the primary point of contact for assigned clients, ensuring their books are accurate, timely, and useful for strategic decision-making. This position requires someone who is a strong communicator, highly organized, and capable of bridging the gap between bookkeeping production and proactive client support. The ideal candidate will work closely with both the bookkeeping team and leadership to guide clients toward better financial clarity and support the company's growth into advisory-focused services.

Key Responsibilities:

• 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.

Qualifications:

• 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.

Education & Experience:

• 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.