Job Title: Practice Manager (Bookkeeping/CFO Firm)
Job Type: Permanent- HYBRID
Location: Langley, BC V5R 5W2
Job Duration: Full time
Pay rate: 60K to 80K
Job Description:
The Practice Manager oversees delivery for 30–50 small bookkeeping clients, ensuring smooth, accurate F&A operations and a strong customer experience. You’ll handle client communication, manage bookkeeping/AP/AR/sales tax/reporting, and maintain client standards and tech stack.
You’ll lead a remote team of 8–12 bookkeepers, focusing on oversight, quality, insights, meetings, and client outcomes. All client meetings fall under your ownership. With strong performance across 40+ clients and a 10+ member team, you can grow into the Fractional Controller/CFO track. eCommerce experience is highly preferred.
Key Responsibilities
Delivery & Quality
- Ensure accurate and timely monthly bookkeeping, AP/AR, sales tax filings, and year-end preparation.
- Own the client experience end-to-end, strengthening communication and trust.
Team Collaboration
- Lead quality oversight across your client portfolio.
- Hold bookkeepers and reviewers accountable for SOPs and Quality Checklists.
Customer Experience
- Improve documentation flow, banking access, and communication channels.
- Represent clients confidently in standard CRA/IRS reviews (non-audit escalations).
Onboarding
- Own onboarding for assigned clients with PL support where needed and ensure the tech stack is configured correctly from day one.
Internal Rhythm
- Record all client meetings (unless the client declines).
- Save meeting notes in ClickUp for team visibility.
- Daily/weekly async updates with bookkeepers/reviewers.
Path to Fractional Controller/CFO
You may begin progressing into Controller/CFO responsibilities once you demonstrate:
- Management of 40+ monthly clients and a 10+ member team
- Strong technical mastery + excellent delivery
Must-haves Requirements (deal breakers)-
- CPA or equivalent
- CRA Rep Account & Ability to handle CRA/IRS reviews independently
- Worked in Public Practice for a minimum of 2+ years - preferably for a Fractional CFO/Controller/BIG-4s.
- Must have been in Canada for the past 1+ year.
- QBO/XERO experience for 2+ years.
- Canada/USA Payroll Experience & Compliance/Nexus (GST/Sales-tax, WCB, EHT) experience for 1+ year.
- Excellent Team Management Skills, and worked with FT3+ team members.
- Must have independently owned a month-end close (w/visual management reports) for at least 10+ entities.
- Ecommerce - Amazon, Shopify, A2X, inventory, COGS, multi-channel - (Strongly Preferred)
