Bookkeeping Client Manager
Pathway CPA Group | Remote | Full-Time
Salary: $65,000–$80,000 annually, depending on experience
Pathway CPA Group is a boutique CPA and advisory firm serving business owners through monthly bookkeeping, tax management, and CFO advisory services.
We believe strong financial support starts with strong relationships. Our clients are not looking for a firm that simply categorizes transactions and sends reports. They are looking for a team that understands their business, communicates clearly, and helps them feel confident in their numbers.
We bring that same people-focused approach to our internal team. We value excellence, ownership, clear communication, and dependability, while also recognizing that work is only one part of a person’s full life. We care about doing great work, serving people well, and creating a healthy team environment where people can grow and thrive.
We are hiring a Bookkeeping Client Manager to serve as the primary relationship contact for our monthly bookkeeping clients.
This is a full-time, fully remote role for someone who enjoys working with people, understands financial statements, communicates clearly, and has experience managing or supporting a book of clients in a public accounting or bookkeeping firm environment.
What This Role Looks Like
You will be the front-facing relationship manager for assigned bookkeeping clients. You will meet with clients monthly, review their financial statements, answer questions, respond to client communication through our portal, and collaborate with our internal bookkeeping and quality control teams.
This is not a traditional heads-down bookkeeping role. Our production bookkeepers handle much of the recurring weekly bookkeeping, and our quality control reviewers review month-end financial statements. However, this role does require strong QuickBooks Online skills. You will be in QuickBooks regularly to research questions, support the team, assist with cleanup, and help resolve client-specific issues.
During new client onboarding, you will be more hands-on as you help gather information, review bank and credit card connections, work through setup questions, coordinate cleanup items, and help move the client into a steady monthly maintenance process.
This role is about:
Client relationships
Clear communication
Financial statement understanding
Team collaboration
Ownership
Follow-through
Key Responsibilities
- Serve as the primary relationship contact for assigned bookkeeping clients
- Meet with clients monthly to review financial statements and answer questions
- Communicate with clients through our client portal in a clear, timely, and professional manner
- Help clients understand their profit and loss, balance sheet, trends, and financial activity
- Review financial statements and identify unusual activity, inconsistencies, missing information, or items needing follow-up
- Collaborate with bookkeepers and quality control reviewers to ensure client books are accurate and complete
- Assist with onboarding new clients and helping them move into a clean monthly maintenance process
- Work in QuickBooks Online as needed to research issues, assist with cleanup, support the team, or resolve client-specific questions
- Review and submit payroll for clients who use our payroll services
- Understand basic sales tax filing processes and assist clients with filings and payments when needed
- Help guide clients through making income tax payments when directed by the tax team
- Identify items that may need to be brought to the tax team’s attention, such as large purchases, new loans, major equipment purchases, owner compensation changes, unusual distributions, new business activities, or significant changes in revenue or expenses
- Manage client communication, deadlines, and follow-through in a remote work environment
What We’re Looking For
We are looking for someone who brings both technical skill and strong people skills to the role.
Required Qualifications
- 5+ years of QuickBooks Online experience
- Experience working in a public accounting firm or bookkeeping firm
- Experience managing or supporting a book of multiple clients
- Strong understanding of bookkeeping processes and month-end financial statements
- Ability to read, review, and explain financial statements in a way clients can understand
- Working knowledge of payroll processes
- Working knowledge of sales tax filing and payment processes
- Enough tax awareness to recognize when a client question or financial activity should be brought to the tax team
- Strong written and verbal communication skills
- Strong attention to detail and problem-solving skills
- Ability to work independently while collaborating well with an internal team
Personal Traits That Matter Here
- Personable and client-focused
- Clear, respectful communicator
- Dependable, organized, and proactive
- Comfortable taking ownership of your work
- Able to balance client communication, team collaboration, and hands-on QuickBooks work
- Strong follow-through
- Able to manage your workload remotely without needing significant direction
- Committed to helping clients feel supported, informed, and confident
This Role Is Probably Not a Fit If You
- Prefer to only do bookkeeping work without client interaction
- Do not enjoy communicating with clients regularly
- Are looking for a role where your schedule or availability changes frequently
- Have only worked in private accounting and do not have experience supporting multiple clients
Equipment and Work Environment
This is a fully remote position. Pathway CPA Group will provide the necessary equipment for the role.
Candidates must have a reliable workspace, strong high-speed internet, and the ability to work professionally and consistently during regular business hours.
We believe in treating team members like people, not machines. At the same time, this role requires consistent availability, strong communication, and dependable follow-through so we can serve clients well and function well as a team.
What Pathway Offers
- Full-time remote position
- Monday–Friday schedule
- Salary of $65,000–$80,000 annually, depending on experience
- Paid time off
- Health reimbursement benefit for eligible full-time team members
- Long-term growth opportunity
- Supportive, people-centered team culture
Application Instructions
To help us identify candidates who are detail-oriented and genuinely interested in this role, please answer the following question when you apply:
In 3–5 sentences, tell us why this Bookkeeping Client Manager role seems like a good fit for your experience and working style. Please include the phrase “monthly financial clarity” somewhere in your response.
Applications that do not include this response may not be reviewed.
Pay: $65,000.00 - $80,000.00 per year
Benefits:
- Paid time off
- Retirement plan
Application Question(s):
- How many years of experience do you have working in a public accounting firm or bookkeeping firm?
Experience:
Work Location: Remote
