Account Manager - Bookkeeping & Client Accounting

Start in the books. Grow into a leadership seat.

We're hiring a detail-driven account manager who wants a real path from doing the work to leading it, at a firm that helps small businesses and nonprofits tell their financial story, clearly and accurately. QuickBooks Online and Desktop wiz, GAAP fluency, and cash/accrual know-how required; curiosity and comfort with AI tools strongly preferred. This position starts as Part-Time to grow into Full-Time with client load increases.

ABOUT CAMPBELL MANAGEMENT CONSULTING

Campbell Management Consulting is a bookkeeping firm that helps small businesses and nonprofits tell their financial story, clearly and professionally. We turn the numbers into something our clients can actually read, trust, and act on. Our work is anchored in our five values: Service, Trust, Optimization, Resilience, and a Yearning to Grow, the same standards we bring to every set of books we touch.

ABOUT THE ROLE

This is a role designed to grow. In your first months, you'll work hands-on in client books: data entry, reconciliations, and month-end close. You will learn our clients and our standards from the inside. As you build mastery and we welcome new clients, the role transitions into full Account Manager responsibility: reviewing the team's work, serving as the first point of escalation, and owning the quality of everything that reaches our clients. If you want a clear path from doing the work to leading it, this role is built for you.

WHAT YOU'LL DO FIRST

• Maintain client books in QuickBooks Online and QuickBooks Desktop: categorization, journal entries, and accurate data entry
• Perform bank, credit card, and balance sheet reconciliations
• Manage accounts payable, accounts receivable, and month-end close
• Process payroll, sales tax filings, and 1099s
• Keep records both cash and accrual-basis and GAAP-aligned across both for-profit and nonprofit (fund accounting) clients

WHAT YOU'LL GROW INTO

• Reviewing and approving the team's work before it reaches clients
• Serving as the first point of escalation for our bookkeepers
• Owning client relationships as their primary point of contact
• Mentoring team members on bookkeeping fundamentals and CMC standards
• Supporting the year-end handoff to clients' CPAs
• Developing into fractional CFO–level advisory for clients who need strategic financial guidance

WHAT WE'RE LOOKING FOR

• Strong, self-starter who takes initiative and follows through
• High integrity, sharp attention to detail, and strong organization
• Strong communicator
• KPI development and tracking
• Bachelor's degree in Accounting (or a closely related field)
• Strong command of GAAP and accrual-basis accounting
• Multi-client or public accounting experience, i.e. you've managed several sets of books at once, not just one company's
• Deep QuickBooks Online proficiency. A ProAdvisor certification alone isn't enough. You must be able to troubleshoot quickly and resolve tricky platform issues with real fluency.
• Working proficiency in QuickBooks Desktop
• Experience with nonprofit fund accounting (or strong readiness to learn it)
• Comfort using automation and AI-assisted tools to streamline workflows. This is essential to how we work and where we're headed.
• Supervisory potential. You are ready to review others' work and grow into leadership

NICE TO HAVE

• Notion, Doublehq, AI tool fluency (Kick, Puzzle, etc)
• CPA or active progress toward it
• Experience mentoring or training junior staff
• Exposure to fractional CFO or advisory work

HOURS & PAY

Part-time, 25–30 hours per week to start, growing toward 30–40 hours as our client load increases. $30–$40 per hour, depending on experience.

HOW TO APPLY

Email your resume along with your answers to the three questions below to resume@campbellmc.com. Please set your subject line to read exactly: Reconciled & Ready — [Your Name]. We carefully review every application that follows these instructions.

APPLICATION QUESTIONS:

1. This role starts hands-on in client books and grows into reviewing others' work and managing client relationships. Tell us about a time you moved from doing the work to leading or reviewing it. What changed in how you operated, and what did you learn?

2. Describe a genuinely messy or broken situation you untangled in QuickBooks (Online or Desktop). What was wrong, how did you diagnose it, and how did you fix it?

3. You'll juggle multiple clients on both cash and accrual-basis books, including nonprofits. How do you keep several sets of books accurate and on schedule and how do you catch your own errors before they ever reach a client?

Campbell Management Consulting is an equal opportunity employer.

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