Practice Manager

Practice Manager

Location: Langley, BC (200 St / 56 Ave)

• The Practice Manager leads the delivery for 30–50 small bookkeeping clients and ensures their Finance & Accounting operations run smoothly, accurately, and with an excellent customer experience. This role owns client communication, oversees delivery across bookkeeping, AP/AR, sales tax, and monthly reporting, and ensures every account runs on the Transcounts tech stack and standards.
• You’ll manage a team of 8–12 remote bookkeepers and reviewers while focusing on oversight, quality, insights, communication, meeting cadence, and driving exceptional client outcomes. All client meetings fall under your ownership - typically monthly or on-demand as required.
• As you grow in the role and consistently manage 40+ clients and a 10+ member team - while delivering strong performance, NPS, and operating mastery - you’ll have the opportunity to progress into the Fractional Controller/CFO track.
• Experience with eCommerce brands is highly preferred.

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.
• Deliver consistent monthly financial reporting with standardized visuals.
• Maintain alignment between client systems and Transcounts' tech stack; recommend improvements.
• Perform initial full quality reviews; transition to exception-based reviews after probation.
• Proactively identify risks in cash flow, shareholder loans, or advance tax balances.

Team Collaboration

• Lead quality oversight across your client portfolio.
• Hold bookkeepers and reviewers accountable for SOPs and Quality Checklists.
• Troubleshoot delivery issues early; resolve data-gathering or process friction.
• Maintain healthy team dynamics and strong interpersonal engagement.

Customer Experience

• Improve documentation flow, banking access, and communication channels.
• Represent clients confidently in standard CRA/IRS reviews (non-audit escalations).
• Maintain perfect compliance across GST/PST/HST, payroll filings, and deadlines.
• Ensure insights, visuals, and reporting are accurate and meaningful.

Onboarding

• Own onboarding for assigned clients with PL support where needed.
• Ensure the tech stack is configured correctly from day one.
• Review historical data continuity and ensure catch-up clarity before handoff.

Internal Rhythm

• Record all client meetings (unless client declines).
• Save meeting notes in ClickUp for team visibility.
• Daily/weekly async updates with bookkeepers/reviewers.
• Monthly reporting quality deep-dive + insights review.
• Monthly KPI review meeting with the DoA.
• Monthly KPI review with your direct reportees.
• Participate quarterly in process improvement cycles.

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
• High retention, strong NPS, and zero compliance issues
• Ability to interpret financials and provide meaningful insights
• Participation in internal/external CFO development training

• Adjust client tech stack (A2X, Dext, Wagepoint, etc.) as long as it follows Transcounts standards.
• Customize reporting within the ≤10% internal time budget.
• Handle CRA/IRS reviews, government registrations, and standard compliance without DoA involvement.

• Offboarding or recommending offboarding any client.
• Reassigning workloads or requesting changes to team structure.
• Reporting customizations requiring >10% time budget.
• Any pricing changes - PM may initiate, but DoA decides.

• Client unresponsive for 45+ days.
• Client requests Controller/CFO-level work within bookkeeping scope.
• Repeated team performance dips affecting quality.
• CRA/IRS review escalates into an audit or risks filing deadlines.
• Disrespectful/inappropriate client behaviour.
• Client rejects required tech stack changes affecting accuracy.
• Sudden revenue drop or major financial risk indicators.