15 Aug
|
C2H Solutions, Chartered Professional Accountants
|
Alberta
15 Aug
C2H Solutions, Chartered Professional Accountants
Alberta
JOB POSTING
Position
Account Manager
Full-Time • Must be located in Edmonton, AB
C2H Solutions, Chartered Professional Accountants
Edmonton • Calgary • c2hsolutions.ca
01 / ABOUT US
About C2H
At C2H Solutions we believe that exceptional accounting goes beyond numbers. We are a dynamic, partner-led firm that provides outsourced bookkeeping and accounting services to Alberta-based businesses. Our clients rely on us to manage their books, keep their financials accurate, and give them the clarity they need to run their businesses. We are growing and looking for a passionate Account Manager with deep QuickBooks Online expertise to help us serve our bookkeeping clients and expand our team.
02 / THE ROLE
Account Manager
This is a full time position based in Edmonton, Alberta. The Account Manager owns a portfolio of bookkeeping clients end-to-end in QuickBooks Online (QBO), acting as their day-to-day point of contact and ensuring their accounts are accurate and current. This role is built for someone who lives in QBO, brings real, significant experience managing client accounts, and knows how to put AI and automation tools to work to keep those accounts running efficiently.
03 / KEY RESPONSIBILITIES
What You’ll Do
● Own and manage a portfolio of bookkeeping clients’ accounts in QuickBooks Online, from day-to-day transactions through month-end close.
● Set up and configure new client files in QBO, including chart of accounts, opening balances, bank feeds, and app integrations.
● Serve as the primary point of contact for assigned client accounts, building strong, trusted relationships.
● Reconcile accounts, review financial statements, and proactively resolve discrepancies.
● Identify opportunities to bring additional C2H Solutions services to existing client accounts.
● Maintain accurate, well-organized client records in QBO and SharePoint/Teams.
● Process client payments and manage cash flow using Plooto.
● Use AI tools and automation to streamline recurring bookkeeping tasks, freeing up time for higher-value client work.
04 / QUALIFICATIONS
What We’re Looking For
● Must be physically located in Edmonton, Alberta — this is a firm requirement and non-negotiable.
● QuickBooks Online (QBO) Certified ProAdvisor required.
● Significant, demonstrated experience managing a portfolio of client accounts in a bookkeeping or accounting environment.
● Minimum of 3–5 years’ hands-on bookkeeping experience (receivables, payables, payroll, reconciliations, month-end reporting).
● Comfortable owning client relationships directly — this is a client-facing account role, not a back-office processing role.
● Hands-on experience using AI tools and automation (e.g., QBO automation rules, receipt/data-capture apps, workflow tools) to streamline bookkeeping work — genuinely curious and proactive about applying new tools, not just open to them.
● Familiarity with Plooto and Microsoft 365 (SharePoint/Teams) is an asset.
● Post-secondary education in accounting or a related field is an asset.
● Excellent communication and interpersonal skills, with a client-centric mindset.
● A resourceful problem-solver who can identify issues and find practical solutions independently.
05 / WHY JOIN US
Why C2H
C2H is a growing, partner-led firm and this is a genuine opportunity to help shape it. You’ll work directly with clients and partners, take on real ownership of your accounts from day one, and have input into how the team and client base develop over time. We run a modern operation — QBO, Plooto, SharePoint, Teams, and an openness to AI — so you’ll be set up to work efficiently and well.
If you’re looking for a role where your QBO expertise is valued, your contribution is visible, and the work is meaningful, we want to hear from you.
📌 Account Manager (Alberta)
🏢 C2H Solutions, Chartered Professional Accountants
📍 Alberta