Bookkeeper/Account Manager

CFS; Portland (OR); Hybrid; USD 33,000 - 43,000; Full time

Benefits offered by this job

Remote flexibility

Job summary

CFS in Portland, OR is seeking a Bookkeeper & Account Manager to handle full-cycle bookkeeping and act as the main client liaison for a portfolio of clients.

You will balance hands-on ledger work with onboarding calls, regular check-ins, and financial advisory sessions in a role that values continuous learning and ownership of results. Flexible, remote-friendly arrangement in the Portland metro area.

Qualifications

• Active QuickBooks Online (QBO) ProAdvisor certification is required, or must obtain during onboarding 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 role preferred.
• High degree of self-management, personal accountability, and time-management skills to run projects independently.
• Ability to translate technical accounting concepts into accessible language for non-finance business owners.
• Proactive problem-solving mindset with a commitment to continuous learning and skill development.

Responsibilities

• Full-Cycle Bookkeeping: Record monthly transactions, prepare general journal entries, manage accounts payable/receivable, and reconcile accounts.
• Client Account Management: Serve as primary contact for assigned clients, leading onboarding calls and regular check-ins.
• Financial Reporting & Maintenance: Prepare monthly financial packages and maintain client process documentation.
• Technical Translation: Clarify technical queries for clients in clear, solutions-oriented language.
• Special Projects: Complete annual cleanup tasks and tailored client projects with deadlines.
• Cross-Functional Collaboration: Coordinate with internal teams to improve workflows and service quality.

Skills

Bookkeeping

Client relationship management

Financial reporting

Communication

Tools

QuickBooks Online ProAdvisor

Job description

Salary: $24-31 an hour

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.

Bookkeeper/Account Manager - Great flexibility!

Location: Portland-Metro area - remote flexibility

Salary: $24-31 an hour

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.