Truenorth Corporation · 1 month ago
Franchise Account Manager
East Liverpool, OH
Full-time
Onsite
Entry, Mid Level
5+ years expTrue North LLC is seeking a Franchise Account Manager who will be responsible for managing the financial records and monthly reporting for a portfolio of franchisee clients. This role involves daily bookkeeping, month-end financial reporting, and providing client support to ensure accurate financial management for franchisees.
Information TechnologyManagement ConsultingSoftware
Responsibilities
Daily Bookkeeping & Data Entry: Record all financial transactions for each franchisee client in QuickBooks Online, including sales, expenses, accounts payable/receivable, and payroll entries. Ensure accuracy and proper categorization of entries in line with the franchisor’s standardized chart of accounts
Month-End Close & Financial Reporting: Reconcile bank accounts, credit cards, and other balance sheet accounts for each client; prepare month-end journal entries as needed; and close the books by the 5th of each month for all assigned clients. Generate monthly financial statements (income statement, balance sheet, cash flow) and any franchise-specific reports for review by the franchisee. (Timely month-end closing is a critical performance metric, as it aligns with industry best practices for efficient financial reporting.)
Monthly Financial Reviews: Schedule and lead a monthly review call or meeting with each franchisee client to go over their financial statements. Explain key results and trends, answer any questions, and provide guidance on areas like cash flow, expenses, or budgeting. Act as a trusted advisor to help franchisees understand their numbers and make informed decisions
Client Communication & Support: Serve as the day-to-day contact for franchisee clients regarding any bookkeeping or QuickBooks questions. Respond promptly to client inquiries (via email, phone, etc.) and follow up on outstanding information (e.g. missing receipts, transaction clarifications) to keep accounts up to date. Provide excellent customer service and “high-touch” support, understanding that many franchisee owners are not financial experts
Maintain Compliance with Franchisor Standards: Ensure that all bookkeeping practices and financial reports for the franchisees adhere to the franchisor’s requirements and standards. This includes using the proper account codes, including royalty fee tracking, and any required financial formats or software integrations specific to the franchise system (for example, integration with franchisor reporting tools if applicable)
Collaboration and Escalation: Work closely with the Network Manager assigned to that franchise system for guidance and to escalate any complex issues. For instance, if a franchisee has an unusual transaction or if there’s a discrepancy that might involve franchisor policy (like how to record a specific fee), the Account Manager will consult with the Network Manager. They will also participate in team meetings and training sessions led by the Network Manager to continuously improve their knowledge of the franchise system’s processes
Efficiency and Organization: Manage workload effectively to handle roughly 40 clients without sacrificing quality of work or client satisfaction. Use tools (like QuickBooks Online Accountant interface) to organize tasks and client workflows, leveraging automation where possible to streamline recurring tasks. Maintain detailed workpapers and documentation for each client to facilitate reviews and audits
Quality Control: Review one’s own work thoroughly to minimize errors. Cross-check figures and ensure that reconciliation differences are investigated and resolved. An Account Manager takes responsibility for the accuracy of each client’s books, which in turn supports the Network Manager’s oversight role
Qualification
Required
Associate's degree in accounting plus 5+ years of hands-on bookkeeping experience will be considered
Strong track record (at least five years) of small-business bookkeeping using QuickBooks
Proficient in QuickBooks Online (QBO), including features like bank feeds, reconciliations, reporting, and multi-client management
Solid understanding of basic accounting principles and financial statements
Proficiency in Microsoft Excel or Google Sheets for data analysis and report customization
Excellent communication and interpersonal skills
Strong written communication for emailing clients and documenting work
Demonstrated ability to manage a workload of dozens of clients methodically
Strong organizational skills to keep client records segmented and secure
Attention to detail is a must, given the volume of transactions and the need for accuracy across accounts
Analytical mindset to investigate and resolve accounting discrepancies or client questions
Friendly, professional demeanor with a focus on building relationships
High degree of integrity and trustworthiness
Able to handle sensitive financial information confidentially
Reliable in attendance and commitment
Preferred
Bachelor's degree in Accounting, Finance, or a related field is preferred (new graduates in accounting are welcome)
Experience working with multiple clients or franchise businesses is a plus
QuickBooks Certified (QuickBooks Online ProAdvisor certification highly preferred)
Ability and willingness to obtain QuickBooks ProAdvisor certification within a set timeframe
Company
Truenorth Corporation
Truenorth Corporation is a management consulting firm with strong software and technology divisions in the Caribbean, US & South America.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Gabriel Fernandez Ferrer
CEO
William Roman
CTO
Company data provided by crunchbase