Client Manager- Senior Accountant

Logistis for Designers is a remote bookkeeping and accounting firm that works only with interior designers. We help design firms understand their numbers, price for profit, and run their businesses with confidence. Our clients use tools like Studio Designer, Houzz Pro and Programa alongside Quick Books Online, and we know those workflows inside and out.

The Client Manager owns the relationship with a book of design-firm clients. You lead their monthly calls and translate their financials into plain language. You also manage a team of bookkeepers to make sure the work is accurate, on time and ready before you meet with the client. You keep the relationship strong, catch problems early, and spot when a client needs more support as the business grows.

We're looking for a senior accountant who loves working with clients. Beyond managing relationships, you'll be hands-on in onboarding new clients, cleaning up their books, and teaching designers and our team the best practices that keep their financials accurate.

• Serve as the main point of contact for your assigned clients, by email, phone and Zoom
• Lead recurring monthly or quarterly calls to review financials, cash flow, AR/AP and project profitability, and to collect what's needed to close the books
• Help designers understand their gross profit margin, markups and net income, and recommend changes when margins are low or the business is losing money
• Answer workflow and best-practice questions about Studio Designer, Houzz Pro, Programa and Quick Books Online, such as project statuses, purchase orders, client deposits, sales tax setup and the syncs between systems
• Coordinate with clients' outside CPAs, payroll providers and software reps as needed
• Pick up the phone. Secure access to Quick Books, banks, payroll and sales tax accounts, and design-platform integrations
• Run cleanup assessments, including Quick Books and design-platform audits, and scope the catch-up work
• Oversee mapping and setup of the design platform to Quick Books, including sync start dates and the standard chart of accounts
• Do and oversee hands-on books cleanup: reconciling accounts, fixing duplicated or miscategorized transactions, writing adjusting journal entries, and correcting prior-period sales tax and AR/AP balances
• Teach designers best practices for their workflows in Studio Designer, Houzz Pro, Programa and Quick Books, such as recording deposits, payments on purchase orders, sales tax and invoicing, through training calls and best-practice guides
• Train and coach bookkeepers on cleanup, design-platform workflows and firm standards

• Manage a team of bookkeepers, including regular one-on-ones and monthly check-ins
• Make sure the team prepares call-prep reports and financials before each client meeting
• Do the final review of financial statements before they go to clients
• Work with our sales tax accountant to make sure filings and access requests are completed on time
• Join the daily huddle, weekly team meeting, management meeting and client health score reviews

• ~ Support clients on Gusto payroll, including new employee setup, terminations and final paychecks, and resolving payroll and tax notices with the bookkeeping team

• Scope and prepare proposals for additional work, such as cleanup, procurement and consulting
• Look for chances to expand services as a client's business grows or changes, for example moving from Entry to Elite, or adding payroll, procurement or CFO services
• Track client health and flag accounts at risk early
• Help interview and train new team members
• Help build and improve SOPs, Karbon templates and client resources
• 5+ years of accounting experience at a senior accountant level, ideally at…