Manager, Bookkeeping Services

Manager, Bookkeeping Services 

About the Role 

OOTB is a rapidly growing Client Accounting Services (CAS) firm that helps businesses simplify their accounting operations and gain confidence in their financials. We partner with clients across a variety of industries, providing bookkeeping, accounting, advisory, and technology solutions that help business owners make informed decisions and achieve their goals. 

As we continue to grow, we're looking for a Manager, Bookkeeping Services to lead and develop a high-performing bookkeeping team while delivering exceptional client experiences. This role combines team leadership with hands-on client service, balancing people management, client delivery, operational excellence, and business performance. 

What You'll Do 

Team Leadership & Operations 

• Lead, coach, and develop a team of bookkeeping professionals. 

• Foster a culture of accountability, collaboration, and continuous improvement. 

• Conduct regular performance discussions, coaching sessions, and career development conversations. 

• Support hiring, onboarding, workload management, and team capacity planning. 

• Review utilization, productivity, and operational metrics to ensure work is completed accurately and on schedule. 

• Ensure effective use of workflow systems, accounting platforms, and internal processes. 

• Develop and maintain bookkeeping procedures, best practices, and process improvements. 

• Identify opportunities for automation and operational efficiencies. 

Client Service & Portfolio Management 

• Manage a portfolio of client engagements while delivering exceptional service and maintaining strong client relationships. 

• Lead month-end and year-end close activities, financial reporting, and account review processes for assigned clients. 

• Provide accounting guidance and support on complex transactions, reconciliations, and reporting matters. 

• Review financial statements for accuracy and completeness and identify opportunities to improve client financial operations. 

• Serve as a trusted advisor and primary escalation point for client accounting questions and service-related concerns. 

• Conduct portfolio reviews to identify service risks, pricing opportunities, scope changes, and client growth opportunities. 

• Support client onboarding and ensure successful transitions and implementations. 

• Drive client retention, satisfaction, and overall engagement profitability. 

Business Performance 

• Monitor team utilization, productivity, profitability, and client performance metrics. 

• Partner with leadership to improve operational efficiency and business results. 

• Utilize data and reporting to identify trends, risks, and opportunities. 

• Support strategic initiatives that contribute to the growth and scalability of the bookkeeping practice. 

What We're Looking For 

• 5+ years of bookkeeping, accounting, or client accounting services experience. 

• Prior experience leading, mentoring, and developing accounting or bookkeeping professionals. 

• Experience managing multiple clients simultaneously within a Client Accounting Services (CAS), outsourced accounting, consulting, or public accounting environment strongly preferred. 

• Experience improving processes, implementing efficiencies, and driving operational excellence. 

• Proficiency with cloud-based accounting platforms and business applications, including QuickBooks Online and related accounting technology. 

• Experience utilizing workflow management systems, operational reporting, and key performance metrics to manage team performance and client outcomes. 

• Experience with Karbon or other accounting practice management and workflow platforms is preferred. 

Why Join Us? 

At OOTB, we believe great client experiences start with great people. You'll have the opportunity to lead a talented team, make a meaningful impact on our clients and business, and help shape the future of our bookkeeping practice.