Client Account Manager Bookkeeping Services

Benefits

• Competitive salary
• Training & development
• 401(k)
• Bonus based on performance
• Wellness resources
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off

We are launching a new bookkeeping line of business designed to support small business clients with accurate, reliable, and timely financial recordkeeping. As part of this initiative, we are hiring a Client Account Manager – Bookkeeping Services to serve as the primary point of contact for clients and to help shape how this new offering operates as we scale.

This role blends client relationship management, onboarding, and service oversight. You will own the client experience while coordinating closely with offshore bookkeeping teams to ensure high-quality delivery.

Own the client relationship from onboarding through ongoing service

Serve as the primary point of contact for bookkeeping clients

Coordinate onboarding, handoffs, and ongoing delivery with offshore teams

Ensure a smooth, professional, and responsive client experience

Act as an entrepreneurial partner in refining and scaling the bookkeeping model

• Client Relationship & Account Management — Receive and qualify leads from field tax preparers
• Client Relationship & Account Management — Contact prospective clients, explain the bookkeeping service, and guide them through enrollment
• Client Relationship & Account Management — Manage client sign-up, billing setup, and ongoing account communication
• Client Relationship & Account Management — Serve as the main point of contact for client questions and light-touch support
• Client Relationship & Account Management — Proactively manage expectations, timelines, and deliverables
• Onboarding & Service Coordination — Gather required documents and system access during onboarding
• Onboarding & Service Coordination — Prepare clean, complete onboarding packages for offshore bookkeeping teams
• Onboarding & Service Coordination — Coordinate client handoffs and ensure offshore teams have the information they need
• Onboarding & Service Coordination — Monitor workflow, turnaround times, and service quality across accounts
• Quality Oversight & Issue Resolution — Review offshore bookkeeping work, including reconciliations and monthly reports
• Quality Oversight & Issue Resolution — Ensure accuracy, completeness, and consistency before delivery to clients
• Quality Oversight & Issue Resolution — Deliver final reports and respond to basic client questions
• Quality Oversight & Issue Resolution — Handle escalations, missing information, and exceptions
• Quality Oversight & Issue Resolution — Identify clients whose needs exceed the MVP offering and flag upsell or transition opportunities
• Program Development & Continuous Improvement — Identify gaps in processes, templates, and SOPs
• Program Development & Continuous Improvement — Suggest improvements based on real client interactions and delivery outcomes
• Program Development & Continuous Improvement — Help refine the operating model as the bookkeeping business evolves
• Skills You Will Bring for Success — Strong client communication and relationship management skills
• Skills You Will Bring for Success — Solid understanding of basic bookkeeping and financial statements
• Skills You Will Bring for Success — High attention to detail and strong organizational skills
• Skills You Will Bring for Success — Ability to manage multiple client accounts and deadlines
• Skills You Will Bring for Success — Comfort reviewing bookkeeping work for accuracy and completeness
• Skills You Will Bring for Success — Ability to coordinate across onshore and offshore teams
• Skills You Will Bring for Success — Entrepreneurial mindset and comfort working in an evolving environment
• Skills You Will Bring for Success — Experience working with offshore support teams is a plus
• Skills You Will Bring for Success — Familiarity with Xero or similar accounting tools is helpful
• Experience — Prior client-facing or service delivery experience
• Experience — High school diploma required. Associate’s or bachelor’s degree in accounting, finance, or a related field preferred
• Experience — 2 to 4 years of experience in bookkeeping, accounting support, or client account management
• Exp…