Bookkeeping Manager

Role Overview

• Serve as the primary point of contact for a portfolio of 15–30 clients, ensuring clear communication, well‑managed expectations, and exceptional client service.
• Lead regular client meetings and maintain strong, professional relationships.
• Lead full‑cycle bookkeeping for a subset of clients while overseeing and reviewing the bookkeeping work completed by team members across your full client group.
• Responsibilities include month‑end close, reconciliations, clean‑ups, and preparation of accurate financial reports.
• Prepare complete and accurate year‑end files, and coordinate with the tax team on T2s, GST/HST, payroll, and required adjustments to ensure seamless year‑end processing.
• Apply strong accounting controls to maintain clean, consistent, and well‑documented client books, ensuring accuracy, reliability, and adherence to AH standards.
• Review and approve the work completed by bookkeepers on your assigned client files, ensuring accuracy, completeness, and full adherence to AH standards and processes.
• Support the hiring, onboarding, and training of new bookkeepers, helping them integrate smoothly into AH’s systems, tools, and expectations.
• Provide ongoing coaching, clarification, and guidance to bookkeepers to strengthen their technical skills, judgment, and overall performance.
• Conduct regular check‑ins with bookkeepers and participate in quarterly performance reviews to support development, address challenges, and maintain accountability.
• Ensure that all deliverables for your client portfolio are completed on time, following established workflows and maintaining AH’s high-quality service standards.
• Identify file‑specific risks or issues early, resolving what you can and escalating broader or systemic concerns to the Director of Bookkeeping when necessary.
• Collaborate closely with the GURU Bookkeeping team on client deliverables, historical clean‑ups, and cloud‑based migrations to ensure smooth transitions and high‑quality outcomes.
• Lead the onboarding of new clients by setting up and documenting workflows, integrations, and systems using AH’s cloud tools, and manage the seamless handoff to a bookkeeper once the file is running smoothly.
• Assist with scoping and renewals for new and existing clients, ensuring service levels, pricing, and expectations remain aligned.
• Respond to file‑specific bookkeeping and accounting questions, and escalate cross‑team technical or capacity issues where appropriate.
• Recommend process improvements to the Director when recurring issues, inefficiencies, or system gaps are identified, contributing to continuous improvement across the department.

Requirements

• 10+ years of bookkeeping experience, ideally in public practice
• Ability to work accurately and independently within defined systems
• Strong knowledge of Canadian small-business tax (GST/HST, payroll, year-end prep)
• Experience with CRA portals and filings (T4/T5/T5018)
• Proven ability to manage client relationships and collaborate across teams
• Strong understanding of accounting controls and cleanup processes
• Proficiency in cloud tools (Xero, QBO, Dext, Hubdoc)
• Highly organized, proactive, and excellent communicator
• Experience guiding or coaching bookkeepers

Tech Stack

• Cloud

Benefits

• In office onboarding with opportunity for hybrid or remote work after demonstrating performance (flexibility of fully remote for the right candidate)
• Ownership of a dedicated portfolio of 15-30 clients
• Strong support from the GURU Bookkeeping team, tax advisors, and workflow systems
• Comprehensive onboarding and training to help you be successful quickly