Bookkeeper
- Langley (District), BC, Canada
- Langley, BC, Canada
Full-time
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Job details
- Job type
- Full-time
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- Posting language
- English
- Posted
Original job description
Job Title: Practice Manager (Bookkeeping/CFO Firm)
Job Type: Permanent- HYBRID
Location: Langley, BC
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)-
- 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.
- 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.
More about this job
Responsibilities
Oversee bookkeeping and financial operations for a portfolio of 30–50 clients, including monthly close, accounts payable and receivable, sales tax filings, reporting, and year-end preparation. Lead and support a remote team of bookkeepers, maintain quality standards and systems, manage client onboarding and communication, and own client meetings.
Requirements
Requires at least two years of public practice experience, two years of QuickBooks Online or Xero experience, and at least one year of Canadian or U.S. payroll and compliance experience. Candidates must have a CRA representative account, independently manage CRA/IRS reviews and month-end closes for at least 10 entities, have team management experience, and have lived in Canada for at least one year.
Skills
- Bookkeeping
- Accounts Payable
- Accounts Receivable
- Sales Tax Compliance
- Month-End Close
- Financial Reporting
- Team Management
- Quality Assurance
- Client Onboarding
- Process Documentation
- QuickBooks Online
- Xero
- Payroll Compliance
- CRA and IRS Reviews
- eCommerce Accounting
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Management & Leadership
- Customer Service & Support
Keywords
- Bookkeeping
- Practice Management
- Fractional CFO
- Fractional Controller
- QuickBooks Online
- Xero
- Accounts Payable
- Accounts Receivable
- GST
- Sales Tax
- Payroll
- WCB
- EHT
- CRA Representative Account
- CRA Reviews
- IRS Reviews
- Month-End Close
- Financial Reporting
- Visual Management Reports
- Public Practice
- eCommerce
- Client Onboarding
- Quality Checklists
- Standard Operating Procedures
- ClickUp
- Team Management
- Year-End Preparation