Creator Accountant

Cookie Finance, Inc.; Richmond (VA); On-site; USD 60,000 - 90,000; Full time

Job summary

Cookie Finance, Inc. is seeking a client-relationship focused professional who can guide creators through financial housekeeping, explain numbers clearly, and uphold standards.

You will review monthly bookkeeping and P&Ls before they reach clients and push back when documents are late. This role rewards proactive communication and teaching, turning complex financial concepts into plain language, while maintaining trust and accountability across bookkeeping, tax, and payroll.

Qualifications

• 2 to 3 years of experience in a client-facing role
• Ability to handle difficult conversations, set boundaries, push back professionally
• Experience holding clients or partners accountable to deadlines
• Excellent written and verbal communication
• 1 to 2 years of hands-on accounting, bookkeeping, or tax services
• Strong organizational skills and the ability to manage many clients and relationships at once
• Experience in a fast-paced startup environment
• Bachelor's degree preferred, or equivalent experience

Responsibilities

• Be the primary point of contact for your portfolio of creators, from onboarding through ongoing engagement, with clear expectations set at every stage
• Lead regular check-ins and respond to client questions with clarity and confidence
• Lead difficult conversations, including late or missing documents, unexpected tax outcomes, scope boundaries, and unrealistic requests, and keep them constructive
• Hold clients accountable for their responsibilities, with clear deadlines, timely follow-up, and escalation when needed
• Advocate for your clients internally, coordinating with our Bookkeeping, Tax, and Payroll teams, and pushing back when work is late or doesn't meet the standard we've promised
• Review and QA monthly bookkeeping and P&Ls, then translate the numbers into plain-language insights clients can act on
• Teach clients how to read their P&L, separate personal and business finances, and make sound financial decisions
• Spot issues, trends, and risks in a client's finances and raise them before they become problems

Skills

Client relationship management

Communication

Organizational skills

Conflict management

Time management

Financial literacy

Education

Bachelor's degree in Accounting/Finance/Business

Job description

About the Role

This is a role where the relationship is as important as the numbers. Our clients are talented and busy, and many have never run a business before. You'll guide them, teach them, and hold them to the standards that good financial management requires. That means explaining things clearly, having honest conversations when something is off, setting expectations and sticking to them, and making sure clients do their part as reliably as we do ours.

Internally, you are the client's advocate. You'll review monthly bookkeeping and P&Ls before they reach the client, bring questions and requests to the right specialists, and push back when something is late or doesn't meet the standard we've promised.

Who This Role Is Perfect For

You're a confident communicator who also has a solid accounting foundation. You're comfortable being the person who says "we need this by Friday" and "here's why this matters," and you can do it warmly and without apology. You love teaching and empowering your clients. You're organized, proactive, and energized by helping creators become confident business owners.

This Role Is Not For You If

You prefer to work behind the scenes, avoid conflict, or see clients as a source of interruptions rather than partners. Success here depends on being direct, setting boundaries, and following through, but it also depends on building real relationships with your creators. The best people in this role empower clients to understand their own businesses, educate them on why good financial habits matter, and earn their trust by being honest and consistent, even when the conversation is hard.

What You'll Own

• Be the primary point of contact for your portfolio of creators, from onboarding through ongoing engagement, with clear expectations set at every stage
• Lead regular check-ins and respond to client questions with clarity and confidence
• Lead difficult conversations, including late or missing documents, unexpected tax outcomes, scope boundaries, and unrealistic requests, and keep them constructive
• Hold clients accountable for their responsibilities, with clear deadlines, timely follow-up, and escalation when needed
• Advocate for your clients internally, coordinating with our Bookkeeping, Tax, and Payroll teams, and pushing back when work is late or doesn't meet the standard we've promised
• Review and QA monthly bookkeeping and P&Ls, then translate the numbers into plain-language insights clients can act on
• Teach clients how to read their P&L, separate personal and business finances, and make sound financial decisions
• Spot issues, trends, and risks in a client's finances and raise them before they become problems

What We're Looking For

• 2 to 3 years of experience in a client-facing role such as account management, client services, or customer success, with a track record of owning relationships and managing expectations
• Demonstrated ability to handle difficult conversations, set boundaries, and push back professionally while keeping the relationship strong
• Experience holding clients or partners accountable to deadlines and deliverables
• Excellent written and verbal communication, including the ability to explain financial concepts simply to non-accountants
• 1 to 2 years of hands-on experience in accounting, bookkeeping, or tax services, with a solid grasp of P&Ls, balance sheets, and core accounting principles
• Strong organizational skills and the ability to manage many clients and relationships at once
• Comfort in a fast-paced, changing startup environment
• Interest in the creator economy and working with content creators preferred
• Bachelor's degree in Accounting, Finance, Business, or a related field preferred, or equivalent experience