What are the responsibilities and job description for the Director of Client Accounting Services position at Linked Accounting Alliance?
Most bookkeeping teams just close the books. We want to build one that helps business owners make better decisions.
The Linked Accounting Alliance is a growing group of accounting firms, and we’re hiring our first Director of Client Accounting Services. You’ll bring bookkeeping from across our member firms into one centralized, process-driven team. You’ll also lead a new advisory offering that pairs high-quality bookkeeping with controller-level insight for businesses generating mainly $1M–$5M in annual revenue.
This is a builder’s role. About 70% is designing and running the function, and about 30% is advising clients directly.
What you’ll do
Build the practice
- Stand up a centralized bookkeeping team from the ground up, serving clients across multiple member firms
- Design the playbook: standardized workflows, close checklists, review steps, and the tech stack that make the work repeatable at scale
- Lead the move of client books from member firms into your team, working directly with each firm’s leadership
- Hire, train, and grow your team, and set the KPIs and quality standards it runs on
- Own the numbers behind the practice: pricing, capacity, utilization, and margins
Advise clients
- Shape and launch a new advisory service, defining what clients get, how it’s priced, and how they’re onboarded
- Give business owners in the $1M–$5M revenue range the insight they usually can’t get: monthly reporting, budget vs. actual analysis, and cash flow visibility
- Lead regular financial reviews that turn the numbers into clear decisions
- Spot clients who are ready for more and partner with member firms to grow the service
What you bring
- Professional services experience (required), ideally as a public accounting manager or above
- Time in a controller seat, owning the close, reporting, and budgeting for a business
- A track record of building or leading bookkeeping or CAS teams, not just working in them
- A builder’s process mindset: you’ve standardized messy workflows, rolled out tools, and scaled work across a team
- Comfort and confidence advising business owners and executives
- Bonus points for experience with outsourced controller or CFO-style services, or with QuickBooks Online, Xero, or similar platforms
- A CPA is a plus, but not required
Benefits
Base salary: $130,000–$160,000
- Annual bonus of up to 15% of base salary
- 401(k) with a dollar-for-dollar match on your first 6%
- 100% company-funded family health insurance premiums
- 100% company-funded dental insurance premiums
- Annual company-funded HSA contributions
- 100% company-funded short- and long-term disability coverage
- Ample paid time off and holidays
- A paid sabbatical with company-funded travel at every 5-year milestone
- Fully stocked kitchen
Where this goes
This role is the foundation of our shared services strategy. As the practice grows, it can expand to lead all Alliance shared services.
If you’ve moved from public accounting into a controller seat and you’re ready to build something of your own, we’d love to talk.
Salary : $130,000 - $150,000