Job Description:
The Practice Manager oversees delivery for 30–50 small bookkeeping clients, ensuring smooth, accurate F&A; operations and a strong customer experience. You’ll handle client communication, manage bookkeeping/AP/AR/sales tax/reporting, and maintain client standards and tech stack.
You’ll lead a remote team of 8–12 bookkeepers, focusing on oversight, quality, insights, meetings, and client outcomes. All client meetings fall under your ownership. With robust performance across 40+ clients and a 10+ member team, you can grow into the Fractional Controller/CFO track. eCommerce experience is highly preferred.
Key Responsibilities
Delivery & Quality
Ensure accurate and timely monthly bookkeeping, AP/AR, sales tax filings, and year-end preparation.
Own the client experience end-to-end, strengthening communication and trust.
Lead quality oversight across your client portfolio.
Hold bookkeepers and reviewers accountable for SOPs and Quality Checklists.
Customer Experience
Improve documentation flow, banking access, and communication channels.
Represent clients confidently in standard CRA/IRS reviews (non‑audit escalations).
Onboarding
Own onboarding for assigned clients with PL support where needed and ensure the tech stack is configured correctly from day one.
Internal Rhythm
Record all client meetings (unless the client declines).
Save meeting notes in ClickUp for team visibility.
Daily/weekly async updates with bookkeepers/reviewers.
Path to Fractional Controller/CFO
You may begin progressing into Controller/CFO responsibilities once you demonstrate:
Management of 40+ monthly clients and a 10+ member team
Strong technical mastery + excellent delivery
Must‑has Requirements (deal breakers)-
CRA Rep Account & Ability to handle CRA/IRS reviews independently
Worked in Public Practice for a minimum of 2+ years - preferably for a Fractional CFO/Controller.