Bookkeeping Implementation Manager

Bridgepoint Group; North Sydney; On-site; AUD 90,000 - 120,000; Full time

Job summary

BridgePoint Group is seeking a Senior Bookkeeper to lead onboarding and implementation for new bookkeeping clients in Australia. You will ensure smooth transitions to BridgePoint Group systems, deliver well-documented service delivery, and maintain strong client relationships during onboarding and stabilisation.

In periods of lower onboarding activity, you will perform bookkeeping tasks and support the team to maintain service continuity, leveraging your Xero certifications and accounting

Qualifications

• Australian bookkeeping experience with onboarding focus.

Responsibilities

• Lead onboarding and implementation of new bookkeeping clients.

Skills

Client onboarding leadership

Process mapping

Training staff

Client communications

Education

Certificate IV in Accounting and Bookkeeping

Diploma of Accounting

Accounting degree (or similar)

Tools

Xero Advisor Certification

Xero Payroll Certification

Job description

The Senior Bookkeeper is responsible for nurturing new client relationships and leading the successful implementation of bookkeeping services. The role ensures each new client is transitioned to an effective, well-documented and sustainable service-delivery model that supports strong client outcomes. New client implementation is the primary focus of the role. During periods of reduced onboarding activity, the role will also complete bookkeeping and related client work to support team capacity, service continuity and client commitments.

Key responsibilities

• Lead the onboarding and implementation of new bookkeeping clients
• Conduct discovery and onboarding meetings with clients
• Understand client systems, bookkeeping processes, reporting requirements and service expectations
• Develop implementation plans and onboarding timelines
• Coordinate the collection of client information, records and system access
• Coordinate transition of client bookkeeping functions into BridgePoint Group systems and workflows
• Coordinate accounting software setup and migration activities where required
• Establish client communication, reporting and workflow requirements
• Maintain regular communication with clients throughout implementation
• Manage the client relationship throughout onboarding, implementation, the transition of day-to-day processing and the agreed stabilisation period

About you

• Certificate IV in Accounting and Bookkeeping, Diploma of Accounting, degree in Accounting or a comparable qualification preferred
• Xero Advisor and Xero Payroll certification, or willingness to obtain these certifications promptly
• At least 3+ years' bookkeeping, accounting support or outsourced finance experience, within an Australian bookkeeping, accounting or professional services environment
• Demonstrated experience leading the onboarding or transition of multiple clients, including discovery, scope confirmation, data collection, systems setup, workflow design, testing, issue management and handover
• Demonstrated ability to prepare clear, practical SOPs, process maps, checklists and training materials from client discussions and observed processes
• Experience training, guiding and reviewing the initial work of bookkeepers or accounting support staff through a structured handover
• Strong practical knowledge of Australian bookkeeping, GST, BAS, IAS, PAYG withholding, payroll, Single Touch Payroll, superannuation and payroll tax processes
• Experience working effectively across onshore and offshore teams, including clear documentation, structured handovers and remote collaboration
• Sound understanding of confidentiality, privacy, data security, internal controls and professional obligations when handling client information

About us

BridgePoint Group is a results-driven boutique firm that supports the sustainable future of client businesses through proven advisory, accounting, and strategic methods. The firm brings together industry experts with deep insights, business skills, and experience to help clients achieve long-term success aligned with their individual goals. BridgePoint Group uses a team-based, cross-functional approach so every team member understands client challenges and can address root causes rather than surface issues. Core services include Accounting, Government Grants & Incentives, Taxation, Corporate Advisory, Strategy and Planning Consulting, Risk Management, SMSF, and Commercial Legal.