Account Manager (Bookkeeping)

Full job description

At The Designer’s CFO, we help interior designers profit more and work less by taking care of their bookkeeping, so they can focus on what they do best: designing beautiful spaces.

As our Account Manager, you’ll play a key role in supporting both our clients and our team. This role blends hands-on bookkeeping oversight with client communication and quality control. You’ll ensure financials are accurate, client questions are answered, and our bookkeeping team is supported to deliver excellent service – on time, every time. If you love details, enjoy connecting with people, and thrive in a fast-paced virtual environment, this could be the perfect fit for you.

Key Responsibilities
Client Communication

• This is a client facing role.
• Manage client interactions through email and scheduled meetings (monthly, quarterly, or as needed) to review financials, discuss KPIs, and answer questions.
• Be available for video calls within core business hours (10am -3pm EST) and maintain a professional, distraction-free work environment.
• Record Loom videos for clients.

Quality Control

• Oversee and review bookkeepers’ month-end close and full cycle bookkeeping process, ensuring accuracy and timeliness.

Reporting

• Compile, review, and send financial reports, ensuring clients have clear, accurate insights into their business.

Team Support

• Provide oversight, feedback, and quality assurance for bookkeepers’ work.
• Answer team questions in ClickUp Chat and ensure deadlines are met.

Process Improvement

• Assist in developing SOPs, refining workflows, and supporting system improvements.

Collaboration

• Participate in weekly team meetings and coworking office hours to stay aligned and connected.

Required Skills & Experience

• 3+ years in a client-facing role with oversight of bookkeepers’ work, providing review, feedback, and quality assurance.
• QuickBooks Online ProAdvisor Certification.
• Strong bookkeeping knowledge, including reconciliations, financial reporting, payroll, and sales tax.
• Understanding of and experience with accrual accounting.
• Ability to analyze financial data, identify discrepancies, and recommend solutions.
• Strong organizational, written, and verbal communication skills; confident on video calls and screen-recorded Loom updates.
• Reliable computer, high-speed internet, and a distraction-free remote workspace suitable for client video meetings.
• Ability to pass a background check.
• Must be legally authorized to work in the United States.

Nice To Haves

• Familiarity with Quickbooks Online, Double (Formerly Keeper), ClickUp, Google Workspace, Loom, and Quo (Formerly OpenPhone) is a bonus! (training provided).
• An interest in interior design or the creative industry
• Experience with Studio Designer, Houzz, or Design Files

*Attention to detail checkpoint: Please include the word “RockyTop” in your email subject line when you apply to show you’re detail-oriented.

Work Environment & Availability

• Time zone: Operates in Eastern Time.
• Core availability: 10:00 a.m.–3:00 p.m. EST for client meetings and team collaboration.
• Remote: Work from anywhere in the U.S. in a professional, distraction-free setting.

Tech We Use

• QuickBooks Online (QBO)
• Double (Formerly Keeper)
• Google Workspace (Drive, Docs, Sheets, Google Voice)
• ClickUp
• Loom
• Quo (Formerly OpenPhone)

What We Offer

• A dynamic, supportive work environment
• 4-day workweek (full-time, approx. 32–35 hrs/week)
• Intentional schedule (no “always-on” culture)
• Remote work — do your best work from anywhere
• Paid training and ongoing professional development
• Opportunities for growth within a people-first team
• Working with the best team ever !

Position Details
Type: Full-time Employee (approx. 32–35 hrs/week)
Schedule: 4-day workweek with intentional working hours
Location: Remote (U.S.)
Reports to: CEO and Operations Manager
Compensation: Competitive pay based on experience

Sound like you?
If you have a passion for accuracy, a keen eye for detail, and love helping others succeed through financial clarity, we’d love to hear from you!

To Apply: Send your résumé and cover letter to kathryn@thedesignerscfo.com with “RockyTop” in the subject line.

Job Type: Full-time

Benefits:

• Flexible schedule
• Paid training
• Work from home

Work Location: Remote

APPLY HERE