Client Account Manager- Bookkeeping Services

Headquarters•Sarasota, FL

1d•$24 - $30•Remote

About The Position

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. Role Overview 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

Requirements

Strong client communication and relationship management skills
Solid understanding of basic bookkeeping and financial statements
High attention to detail and strong organizational skills
Ability to manage multiple client accounts and deadlines
Comfort reviewing bookkeeping work for accuracy and completeness
Ability to coordinate across onshore and offshore teams
Entrepreneurial mindset and comfort working in an evolving environment
Prior client-facing or service delivery experience
High school diploma required.
2 to 4 years of experience in bookkeeping, accounting support, or client account management
Experience working with accounting software preferred

Nice To Haves

Experience working with offshore support teams is a plus
Familiarity with Xero or similar accounting tools is helpful
Associate’s or bachelor’s degree in accounting, finance, or a related field preferred

Responsibilities

Receive and qualify leads from field tax preparers
Contact prospective clients, explain the bookkeeping service, and guide them through enrollment
Manage client sign-up, billing setup, and ongoing account communication
Serve as the main point of contact for client questions and light-touch support
Proactively manage expectations, timelines, and deliverables
Gather required documents and system access during onboarding
Prepare clean, complete onboarding packages for offshore bookkeeping teams
Coordinate client handoffs and ensure offshore teams have the information they need
Monitor workflow, turnaround times, and service quality across accounts
Review offshore bookkeeping work, including reconciliations and monthly reports
Ensure accuracy, completeness, and consistency before delivery to clients
Deliver final reports and respond to basic client questions
Handle escalations, missing information, and exceptions
Identify clients whose needs exceed the MVP offering and flag upsell or transition opportunities
Identify gaps in processes, templates, and SOPs
Suggest improvements based on real client interactions and delivery outcomes
Help refine the operating model as the bookkeeping business evolves