Source Online Bookkeeping is a agile, Victoria-based firm transforming how small and medium-sized businesses across Canada manage their financial operations. By combining innovative cloud-based accounting technology with hands-on financial expertise, we simplify everything from bookkeeping and payroll to financial reporting and day-to-day accounting, allowing business owners to spend less time managing the numbers and more time growing their businesses.

What sets us apart is our commitment to delivering more than traditional bookkeeping services. We take a collaborative, personalized approach, becoming a trusted extension of our clients' businesses. Through smarter processes, meaningful financial insights and exceptional client service, we help businesses operate more efficiently, make confident decisions and position themselves for continued growth. As a fully remote organization, we embrace technology, collaboration and a culture of accountability, professionalism and continuous improvement.

The Opportunity

We're looking for an experienced and motivated Manager, Bookkeeping Services to play a key leadership role in overseeing the quality and delivery of our bookkeeping services, supporting a talented team of professionals and ensuring our clients continue to receive exceptional service.

This is an prospect for someone who combines deep technical bookkeeping expertise with strong leadership capabilities and a genuine passion for developing people. You'll work closely with our Partners and Operations Manager to oversee workflow, maintain quality standards, resolve complex accounting matters and introduce improvements that strengthen how we operate. While you'll maintain a small portfolio of clients,



your primary focus will be on leading the technical review process, mentoring the team, managing service delivery and ensuring accuracy, consistency and accountability across our bookkeeping operations.

We're looking for someone who enjoys being hands-on when needed but also sees the bigger picture someone who can bring structure, confidence and sound judgment to a growing professional services environment.

What You'll Be Doing

Bookkeeping Leadership & Quality Assurance

- Oversee the quality and consistency of full-cycle bookkeeping services across a diverse portfolio of Canadian businesses.
- Act as the primary technical reviewer for monthly bookkeeping files, financial reporting packages and year-end accountant working papers.
- Review GST/HST, PST, payroll remittances, WCB/WSIB filings, T4, T4A, T5018 and other statutory submissions to ensure accuracy and compliance.
- Ensure all bookkeeping work meets our established standards, internal controls and documentation requirements.
- Identify discrepancies, compliance risks and opportunities for improvement before work is delivered to clients.
- Provide final authorization for the release of monthly financial reporting packages once quality standards have been met.
- Maintain consistency across client files, accounting procedures and reporting practices.
- Provide technical leadership,



coaching and mentorship to our bookkeeping professionals.
- Serve as the team's primary resource for complex accounting questions, troubleshooting and best practices.
- Foster a supportive, collaborative setting that encourages accountability, knowledge-sharing and professional growth.
- Identify training opportunities and support the technical onboarding and development of new team members.
- Lead technical discussions during weekly bookkeeping meetings and share insights that strengthen team capabilities.
- Participate in performance reviews, recognize high-performing employees and provide constructive guidance where improvement is needed.

Workflow & Operational Management

- Oversee client deadlines, team workloads and bookkeeping production using Karbon Workflow.
- Work closely with the Partners and Operations Manager to manage priorities, balance resources and anticipate potential bottlenecks.
- Ensure bookkeeping, payroll, government filings and month-end/year-end deliverables are completed accurately and on schedule.
- Monitor team capacity and recommend adjustments to maintain efficient operations and consistent service delivery.
- Identify operational risks and proactively develop practical solutions.
- Participate in management meetings, providing updates on team performance, workflow priorities and opportunities for improvement.

Client Relationships & Service Excellence

- Act as a senior point of contact for clients requiring technical guidance or assistance with complex bookkeeping matters.
- Manage a limited portfolio of clients while supporting the broader team's client service responsibilities.
- Oversee client onboarding and file transitions

📌 Manager, Bookkeeping Services (Victoria)
🏢 MaxPeople
📍 Victoria