Client Manager- Senior Accountant

Logistis for Designers; Texas; Remote; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

PTO

401(k)

Job summary

Logistis for Designers is a fully remote bookkeeping and accounting firm serving interior design firms. As Client Manager, you own relationships, lead monthly calls, translate financials, and supervise a team of bookkeepers to keep books accurate and timely.

You’ll onboard new clients, clean up their books, teach best practices, and help designs grow profit by improving margins and project profitability. Strong client-facing skills and QB Online expertise are essential.

Qualifications

• 5+ years of senior accountant experience in client-facing roles.
• Proven ability to onboard new clients and clean up books.
• Strong knowledge of QuickBooks Online and accrual-based financial statements.
• Experience leading remote teams or bookkeepers.
• Bachelor's degree in accounting or related field.

Responsibilities

• Serve as main point of contact for assigned design firms via email, phone, and Zoom.
• Lead monthly or quarterly calls reviewing financials, cash flow, AR/AP and profitability.
• Oversee onboarding, mapping of design platform to QuickBooks, and cleanup projects.
• Train and coach junior bookkeepers on best practices and workflows.
• Ensure timely delivery of call-prep reports and financial statements.
• Collaborate with CPAs, payroll providers, and software reps as needed.

Skills

Client management

Bookkeeping

Team leadership

QuickBooks Online

Communication

Education

Bachelor's degree in accounting

Tools

QuickBooks Online

Studio Designer

Houzz Pro

Programa

Gusto

Karbon

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‑ones 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 uncategorized transactions, and hold the team accountable to deadlines
• Work with our sales tax accountant to make sure filings and access requests are completed on time
• Join the daily huddle, weekly team meeting, management meeting and client health score reviews

Payroll support

• Support clients on Gusto payroll, including new employee setup, terminations and final paychecks, and resolving payroll and tax notices with the bookkeeping team

Billing and growth

• Track and approve monthly billable (out‑of‑scope) time and invoices for your clients
• Scope and prepare proposals for additional work, such as cleanup, procurement and consulting
• Look for chances to expand services as a client's business grows or changes, for example moving from Entry to Elite, or adding payroll, procurement or CFO services
• Track client health and flag accounts at risk early

Firm contribution

• Help interview and train new team members
• Help build and improve SOPs, Karbon templates and client resources

Requirements

What You Bring

• 5+ years of accounting experience at a senior accountant level, ideally at an accounting or bookkeeping firm
• Proven experience with books cleanup and catch‑up work, including reconciliations, adjusting journal entries and accrual‑basis corrections
• Experience onboarding new clients and teaching accounting best practices to people who aren't accountants
• 3+ years in a client‑facing role, such as client management or account management
• Strong working knowledge of QuickBooks Online and accrual‑based financial statements. ProAdvisor certification is a plus
• Ability to explain financial concepts clearly to people who aren't accountants
• Experience leading or mentoring a team, ideally remote or offshore bookkeepers
• Highly organized, and able to juggle many clients and deadlines at once
• Comfortable on Zoom and the phone all day. You enjoy client conversations
• Warm, direct and solution‑focused. You're humble when you need to be and clear when it matters
• Bonus: experience with Studio Designer, Houzz Pro or Programa; Gusto; Karbon; multi‑state sales tax; or the interior design industry
• Bachelor's degree in accounting, business or a related field, or equivalent experience

Benefits

Why You’ll Love It Here

• You'll get to know your designers well and become a trusted part of their business
• You'll be part of a niche firm that knows its clients deeply
• It's fully remote, with a supportive and collaborative team
• [Benefits: health, PTO, 401(k), etc.]