Overview
A rapidly growing Client Accounting Services (CAS) firm is seeking a Manager of Bookkeeping Services to lead and develop a high-performing bookkeeping team while delivering exceptional client experiences. This role combines team leadership with hands-on client service, balancing people management, client delivery, operational excellence, and business performance.
Responsibilities
Team Leadership & Operations
- Lead, coach, and develop a team of bookkeeping professionals.
- Foster a culture of accountability, collaboration, and continuous improvement.
- Conduct regular performance discussions, coaching sessions, and career development conversations.
- Support hiring, onboarding, workload management, and team capacity planning.
- Review utilization, productivity, and operational metrics to ensure work is completed accurately and on schedule.
- Ensure effective use of workflow systems, accounting platforms, and internal processes.
- Develop and maintain bookkeeping procedures, best practices, and process improvements.
- Identify opportunities for automation and operational efficiencies.
Client Service & Portfolio Management
- Manage a portfolio of client engagements while delivering exceptional service and maintaining strong client relationships.
- Lead month-end and year-end close activities, financial reporting, and account review processes for assigned clients.
- Provide accounting guidance and support on complex transactions, reconciliations, and reporting matters.
- Review financial statements for accuracy and completeness and identify opportunities to improve client financial operations.
- Serve as a trusted advisor and primary escalation point for client accounting questions and service-related concerns.
- Conduct portfolio reviews to identify service risks, pricing opportunities, scope changes, and client growth opportunities.
- Support client onboarding and ensure successful transitions and implementations.
- Drive client retention, satisfaction, and overall engagement profitability.
Business Performance
- Monitor team utilization, productivity, profitability, and client performance metrics.
- Partner with leadership to improve operational efficiency and business results.
- Utilize data and reporting to identify trends, risks, and opportunities.
- Support strategic initiatives that contribute to the growth and scalability of the bookkeeping practice.
Requirements
- 5+ years of bookkeeping, accounting, or client accounting services experience.
- Prior experience leading, mentoring, and developing accounting or bookkeeping professionals.
- Experience managing multiple clients simultaneously within a Client Accounting Services (CAS), outsourced accounting, consulting, or public accounting environment strongly preferred.
- Experience improving processes, implementing efficiencies, and driving operational excellence.
- Proficiency with cloud-based accounting platforms and business applications, including QuickBooks Online and related accounting technology.
- Experience utilizing workflow management systems, operational reporting, and key performance metrics to manage team performance and client outcomes.
Preferred Qualifications
- Experience with Karbon or other accounting practice management and workflow platforms.
Location
Not specified.
Compensation & Benefits
Not specified.