Account Manager - Bookkeeping & Fractional CFO Services (Hybrid) jobs in United States
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Beaverbrook Bookkeeping ยท 2 days ago

Account Manager - Bookkeeping & Fractional CFO Services (Hybrid)

Beaverbrook Bookkeeping is a growing, faith-based bookkeeping and fractional CFO firm serving small businesses across the U.S. They are seeking an Account Manager to oversee client accounts and junior bookkeepers, ensuring high-quality financial services. The role involves client communication, quality control, and collaboration with the CEO and senior team to enhance systems and workflows.

Accounting

Responsibilities

Serve as the primary point of contact for assigned bookkeeping and fractional CFO clients
Communicate with clients regarding financials, questions, and ongoing needs
Review monthly bookkeeping work for accuracy and completeness
Oversee bank and credit card reconciliations performed by junior bookkeepers
Ensure proper transaction categorization and accounting treatment
Identify errors, inconsistencies, or missing information and guide corrections
Maintain high quality-control standards across assigned accounts
Coach and support junior bookkeepers
Collaborate closely with the CEO and senior team to improve systems and workflows

Qualification

Accounting fundamentalsReviewing bookkeeping workClient communicationAttention to detailOrganizational skills

Required

Strong understanding of accounting fundamentals (debits & credits, balance sheet vs. P&L, accrual vs. cash, etc.)
Proven experience reviewing bookkeeping or accounting work
Ability to communicate clearly and professionally with clients
Strong attention to detail and organizational skills
Comfortable working independently in a remote environment
Must be available full-time Monday through Friday

Preferred

Accounting degree preferred but not required
If no accounting degree, significant hands-on bookkeeping or accounting experience is required

Company

Beaverbrook Bookkeeping

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Funding

Current Stage
Early Stage

Leadership Team

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Sean Fraser
CEO & Co-Founder
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Company data provided by crunchbase