Client Bookkeeping Manager

Atlanta, GA | $60,000.00–$70,000.00

We are seeking a Director of Client Accounting Services (CAS) to help oversee and strengthen the firm’s accounting operations. The ideal candidate is a CPA with proven experience gained either in a CPA firm’s bookkeeping division or within a large bookkeeping practice. This role requires expertise in Quick Books Online, as well as demonstrated success managing migrations, integrations, and complex client onboarding projects.

• Lead the CAS team to deliver consistent, timely, and accurate client services, including recruitment, performance management, and fostering collaboration and continuity across offices.
• Serve as a point of contact for key CAS clients, ensuring strong relationships, clear expectations, and consistent service.
• Assist in onboarding new clients, including systems setup, workflow design, presentations, proposals, and management of expectations.
• Establish, build, refine, and document best practices, processes, and workflows for accounting operations, technology use, reporting, file documentation, and uniform procedures across offices to ensure consistency and scalability.
• Build a scalable and efficient framework for CAS operations, leveraging cloud-based accounting tools, automation, and integrated platforms.
• Collaborate with partners, tax, assurance, and other firm service lines to provide integrated solutions and ensure seamless client service, gradually transitioning responsibilities to emerging leaders as appropriate.
• Compile and maintain a firmwide list of all bookkeeping and CAS clients and ensure compliance with accounting standards, firm policies, and peer review requirements.
• Support business development efforts by identifying opportunities to expand CAS services with existing and prospective clients and helping to present CAS offerings.
• Align staffing, technology, and operational strategy to position the CAS practice for long-term competitiveness.
• Prioritize tasks, meet deadlines, and manage multiple projects effectively.

• Bachelor’s degree in Accounting, CPA certification preferred
• 7+ years of progressive accounting experience
• Expertise in Quick Books Online required, familiarity with Sage Intacct preferred
• Extensive experience with  and payroll platforms, including onboarding new clients and fully integrating both platforms with Quick Books Online.
• Proven track record overseeing clean-up and catch-up projects, including large and complex client books.
• Strong technical skills in reconciliations, accruals, revenue recognition, and clean-up work.
• Excellent problem‑solving and client communication skills.
• Collaborative leadership style with a focus on knowledge transfer.

Mid‑Senior level

Full‑time

Accounting / Auditing and Management

Accounting

• Medical insurance
• Vision insurance
• 401(k)
• Paid maternity leave