Overview
A remote Account Manager position is available to oversee bookkeeping and client experience for a portfolio of small business clients. This role serves as the primary contact for assigned clients, ensuring accurate, timely bookkeeping that supports strategic decision-making. The position requires strong communication, organizational skills, and the ability to bridge bookkeeping production with proactive client support. Collaboration with bookkeeping teams and leadership is essential to guide clients toward financial clarity and support growth into advisory services.
Responsibilities
- Serve as the primary point of contact for assigned bookkeeping clients, maintaining professional relationships through timely communication and proactive support.
- Respond clearly and helpfully to client inquiries, including questions about missing information, document requests, transaction details, and payroll needs.
- Oversee bookkeeping processes for assigned accounts, ensuring accuracy, completeness, and consistency with company standards.
- Review financial work prepared by bookkeepers, including transaction categorization, reconciliations, financial reports, and month-end close tasks to meet deadlines.
- Provide guidance, feedback, and support to bookkeepers, helping them understand client-specific workflows and improve efficiency.
- Support bookkeeper development through training, workflow clarification, and promoting accountability and quality.
- Analyze client financial information to identify trends, concerns, and opportunities, helping clients understand their financial reports and bookkeeping results.
- Communicate potential opportunities for advisory services, tax planning, payroll support, cleanup work, or additional services to leadership.
- Follow and help refine bookkeeping workflows, procedures, and quality standards to improve scalability and eliminate bottlenecks.
- Utilize company tools and systems to track work, maintain account visibility, and collaborate with leadership to enhance service delivery.
Qualifications
- Strong understanding of bookkeeping principles and basic accounting concepts.
- Ability to review bookkeeping work for accuracy, completeness, and consistency.
- Excellent written and verbal communication skills for client and team interactions.
- Strong organizational and time management skills to handle multiple client accounts and deadlines.
- High attention to detail with a commitment to quality and problem-solving.
- Ability to support, guide, and mentor team members with patience, clarity, and accountability.
- Willingness to align with company standards and adapt as services evolve.
Education & Experience
- QuickBooks Online (QBO) Certification Level 1 and 2 required.
- QBO Payroll Certification required.
- Minimum of 2 years of QuickBooks Online experience.
- Minimum of 2 years of management or team leadership experience.
- Preferred experience managing bookkeeping clients or reviewing bookkeeping work.
- Highly desired experience leading, training, or mentoring bookkeepers.
- 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 and helping small business owners understand their financials.
Compensation & Benefits
- Hourly pay range: $25.00 - $27.00
- 401(k) plan with matching
- Performance-based bonuses
- Employee discounts
- Flexible scheduling
- Opportunities for advancement
- Training and development programs
- Wellness resources
- Company events and parties
Location
Additional Information
- PTIN Certification is required.
- Note: Many locations are operated by independent franchisees who are separate employers and responsible for their own employment decisions and policies.