Bookkeeper

CFS; Houston (TX); On-site; USD 50,000 - 64,000; Full time

Job summary

CFS is seeking a Bookkeeper/Account Manager to work remotely within the United States. The role combines hands-on bookkeeping with proactive client relationship management and financial advisory sessions.

You will handle monthly bookkeeping, onboarding calls, and regular check-ins, while delivering clear financial guidance to clients. A self-motivated, collaborative professional thrives here, supporting growth and continuous learning.

Qualifications

• Active QuickBooks Online ProAdvisor certification required or obtainable during onboarding.
• Proven experience in full-cycle bookkeeping and reconciliations.
• Strong presentation and client-facing communication.
• Self-motivated with time-management and independence.

Responsibilities

• Record monthly transactions and reconcile bank/credit card accounts.
• Lead onboarding calls and regular client check-ins.
• Prepare monthly financial packages and maintain process documentation.
• Translate technical accounting queries into clear guidance for clients.
• Tackle annual cleanup tasks and support tax-year reporting.
• Collaborate with internal teams to improve client service.

Skills

Full-cycle bookkeeping

Client account management

Communication skills

Time management

QBO ProAdvisor

Tools

QuickBooks Online (QBO)

Job description

Bookkeeper/Account Manager

Location: Remote – Must reside in and be legally authorized to work in the United States.

Salary: $50,000 - 64,000

About The Role

This position serves as both a technical operational specialist and a primary client relationship manager for a dynamic, modern accounting group. As the Bookkeeper & Account Manager, you will handle full-cycle bookkeeping, including transaction categorization, balance sheet reconciliations, accounts payable/receivable, and 1099 tracking, while acting as the main point of contact for a portfolio of clients. This role balances hands‑on general ledger work with leading client onboarding calls, recurring check‑ins, and financial advisory sessions.

We’re looking for a self‑motivated, grounded professional who carries themselves with a steady energy and fits an open, collaborative culture where owning results and continuous learning are valued. You will serve as a bridge between internal technical workflows and client leaders, translating complex financial details into clear, supportive, and accessible guidance that helps clients focus on growing their organizations.

Key Responsibilities

• Full-Cycle Bookkeeping: Record monthly transactions, prepare general journal entries, process accounts payable and receivable, and reconcile bank and credit card accounts.
• Client Account Management: Act as the primary point of contact for assigned clients, leading onboarding calls, regularly scheduled check-in meetings, and client advisory sessions.
• Financial Reporting & Maintenance: Prepare and deliver monthly financial packages, maintain updated client process documentation, manage secure passwords, and track annual W-9/1099 compliance.
• Technical Translation: Filter technical accounting queries from team members and communicate questions to clients in a positive, clear, and solutions‑oriented manner.
• Special Projects: Execute annual cleanup tasks, financial report preparation for tax filing, and tailored client projects within designated timeframes.
• Cross-Functional Collaboration: Coordinate with internal bookkeeping and operations teams to share client feedback, streamline workflows, and ensure high-quality service delivery.

Requirements

• Active QuickBooks Online (QBO) ProAdvisor certification is required, or must obtain during the onboarding process and renew annually.
• Proven prior experience in full-cycle bookkeeping, account reconciliation, and financial report preparation.
• Strong presentation and communication skills, prior history in a client‑facing or account management role preferred.
• High degree of self‑management, personal accountability, and time‑management skills to run projects independently under limited supervision.
• Ability to translate technical accounting concepts into accessible, clear language for non‑finance business owners.
• Proactive problem‑solving mindset with a commitment to continuous learning and skill development.