Client Manager- Senior Accountant

Logistis for Designers; Austin (TX); Remote; USD 70,000 - 100,000; Full time

Job summary

Logistis for Designers, a fully remote bookkeeping firm serving interior designers, seeks a Senior Client Manager to own client relationships and oversee a bookkeeping team. You will lead monthly calls translating financials into plain language and ensure work is accurate, timely, and well-documented before client meetings.

You will onboard new clients, clean up books, and teach best practices across Studio Designer, Houzz Pro, Programa and QuickBooks Online, coordinating with CPAs and software

Responsibilities

• Serve as the main point of contact for assigned clients by email, phone and Zoom.
• Lead recurring monthly or quarterly calls to review financials, cash flow, AR/AP and project profitability.
• Help designers understand gross profit margin, markups and net income, and recommend changes when margins are low.
• Answer workflow and best‑practice questions about Studio Designer, Houzz Pro, Programa and QuickBooks Online.
• Coordinate with clients' outside CPAs, payroll providers and software reps as needed.
• Take initiative and communicate proactively rather than hiding behind email.
• Lead onboarding calls and guide clients through onboarding checklist.
• Secure access to QuickBooks, banks, payroll and sales tax accounts, and design‑platform integrations.
• Run cleanup assessments including QuickBooks and design‑platform audits, and scope catch‑up work.
• Oversee mapping and setup of the design platform to QuickBooks, including sync start dates and the standard chart of accounts.
• Do and oversee hands‑on books cleanup: reconciling accounts, fixing duplicated or miscategorized transactions, writing adjusting journal entries.
• Teach designers best practices for their workflows in Studio Designer, Houzz Pro, Programa and QuickBooks, via training calls and guides.
• Train and coach bookkeepers on cleanup, design‑platform workflows and firm standards.
• Manage a team of bookkeepers, including regular one‑on‑one and monthly check‑ins.
• Make sure the team prepares call‑prep reports and financials before each client meeting.
• Do the final review of financial statements before they go to clients.
• Monitor Karbon for past‑due work, unanswered client emails.

Skills

Client relationships

Advisory

Team leadership

Onboarding

Process improvement

Communication

Financial review

Tools

Studio Designer

Houzz Pro

Programa

QuickBooks Online

Job description

About Logistis for Designers

Logistis for Designers is a remote bookkeeping and accounting firm that works only with interior designers. We help design firms understand their numbers, price for profit, and run their businesses with confidence. Our clients use tools like Studio Designer, Houzz Pro and Programa alongside QuickBooks Online, and we know those workflows inside and out.

The Role

The Client Manager owns the relationship with a book of design‑firm clients. You lead their monthly calls and translate their financials into plain language. You also manage a team of bookkeepers to make sure the work is accurate, on time and ready before you meet with the client. You are the link between the designer and our team. You keep the relationship strong, catch problems early, and spot when a client needs more support as the business grows.

We're looking for a senior accountant who loves working with clients. Beyond managing relationships, you'll be hands‑on in onboarding new clients, cleaning up their books, and teaching designers and our team the best practices that keep their financials accurate.

What You'll Do

Client relationships and advisory

Serve as the main point of contact for your assigned clients, by email, phone and Zoom

Lead recurring monthly or quarterly calls to review financials, cash flow, AR/AP and project profitability, and to collect what's needed to close the books

Help designers understand their gross profit margin, markups and net income, and recommend changes when margins are low or the business is losing money

Answer workflow and best‑practice questions about Studio Designer, Houzz Pro, Programa and QuickBooks Online, such as project statuses, purchase orders, client deposits, sales tax setup and the syncs between systems

Coordinate with clients' outside CPAs, payroll providers and software reps as needed

Pick up the phone. You don't hide behind email.

Onboarding, cleanup and best practices

Lead new-client kickoff and onboarding calls, and guide clients through the onboarding checklist

Secure access to QuickBooks, banks, payroll and sales tax accounts, and design‑platform integrations

Run cleanup assessments, including QuickBooks and design‑platform audits, and scope the catch‑up work

Oversee mapping and setup of the design platform to QuickBooks, including sync start dates and the standard chart of accounts

Do and oversee hands‑on books cleanup: reconciling accounts, fixing duplicated or miscategorized transactions, writing adjusting journal entries, and correcting prior‑period sales tax and AR/AP balances

Teach designers best practices for their workflows in Studio Designer, Houzz Pro, Programa and QuickBooks, such as recording deposits, payments on purchase orders, sales tax and invoicing, through training calls and best‑practice guides

Train and coach bookkeepers on cleanup, design‑platform workflows and firm standards

Team leadership and quality

Manage a team of bookkeepers, including regular one‑on‑one and monthly check‑ins

Make sure the team prepares call‑prep reports and financials before each client meeting

Do the final review of financial statements before they go to clients

Monitor Karbon for past‑due work, unanswered client emails and outstanding uncategor