Bookkeeper/Account Manager

Job Description

Bookkeeper/Account Manager | CFS

The Tone:
This is a full-time remote role at CFS, open to candidates legally authorized to work in the United States. CFS is a dynamic, modern accounting group that provides essential financial operational and advisory services to a diverse portfolio of clients. This role is critical for managing full-cycle bookkeeping responsibilities while also serving as the primary relationship manager for clients, translating complex financial details into clear, supportive guidance. The Bookkeeper/Account Manager ensures clients can focus on growth by providing reliable financial clarity and operational support.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: Remote – United States
• Pay: $50000–$64000 yearly
• Mission: Owns the financial operational health and client satisfaction for a portfolio of clients by managing their bookkeeping and providing financial guidance.
• Tech Stack: QuickBooks Online (QBO)

What You’ll Actually Do
• Manage Financial Operations: Handle full-cycle bookkeeping, including transaction categorization, balance sheet reconciliations, and managing accounts payable/receivable for clients.
• Cultivate Client Relationships: Serve as the main point of contact for a client portfolio, leading onboarding calls, regularly scheduled check-ins, and financial advisory sessions.
• Ensure Reporting Accuracy: Prepare and deliver monthly financial packages, maintain updated client process documentation, manage secure passwords, and track W-9/1099 compliance.
• Provide Financial Clarity: Translate complex financial details and technical accounting queries into clear, supportive, and accessible guidance for clients and team members.
• Execute Special Initiatives: Complete annual cleanup tasks, prepare financial reports for tax filing, and manage tailored client projects within specified timeframes.

The Must-Haves
• Background: Active professional certification in QuickBooks Online (QBO) ProAdvisor (or obtain during onboarding and renew annually), coupled with core domain knowledge in full-cycle bookkeeping.
• Experience: Demonstrated background in full-cycle bookkeeping, account reconciliation, and financial report preparation.
• Skills: Expertise in full-cycle bookkeeping and financial reporting; strong client communication and presentation skills; ability to translate technical accounting concepts into accessible language; high degree of self-management, personal accountability, and time-management.
• Bonus: Prior history in a client-facing or account management role.