Find The RightJob.
Account Manager / Bookkeeper (Law Firm Experience)
Remote - NEEDS LAW FIRM BOOKKEEPING EXPERIENCE
About CloudCPA Inc.
At CloudCPA, we aim to provide comprehensive, innovative, and personalized financial solutions to small businesses through people-oriented client advisory. We leverage advanced AI-driven automation and a robust technology stack to deliver expert bookkeeping, tax services, and strategic business advisory while maintaining a human touch that our clients can trust and relate to. Our commitment to balance, integrity, and collaborative excellence ensures we meet and exceed our clients' evolving needs. We believe in building lasting relationships, recognizing that each client is unique and not just a number. By fostering confidence, precision, and adaptability, coupled with reliable and personalized communication, we empower small business owners to make informed decisions, optimize their financial structure, and focus on what they do best—grow their business. Our goal is to be a trusted partner in our clients’ journey, providing support that goes beyond numbers to create meaningful connections and drive mutual success.
Description
Role Summary
We’re hiring a detail-obsessed, client-ready Account Manager / Bookkeeper with prior law firm experience to own the monthly bookkeeping + client relationship for law firms. You’ll handle accurate month-end closes, trust/IOLTA-aware workflows, AR/AP hygiene, and help clients actually understand their numbers, without overwhelming them.
This is a hybrid role: operator + communicator. You’re not just “doing the books, you’re owning the client experience.
Hours:
Initially, the role will be 2–3 hours per week. From there, we’ll monitor performance and reevaluate as needed. There will be a ramp-up period while you continue to prove your capabilities internally and with clients, and our hope is that your hours will steadily increase each month.
⸻
What You’ll Own (Core Responsibilities)
-
Monthly Bookkeeping & Close (Law Firms)
- Manage monthly bookkeeping for a set roster of law firm clients (and related entities)
- Perform month-end close: reconcile bank/credit cards, clean up transactions, categorize properly
- Maintain accurate chart of accounts tailored to law firms (fees, costs, case costs, owners draws, etc.)
- Prepare monthly financial package: P&L, Balance Sheet, Cash Flow (as applicable)
- Track and resolve uncategorized/duplicate transactions and “Ask List” items quickly
-
Law Firm-Specific Accounting Competence
- Understand law firm accounting workflows (settlement flows, client costs, retainers)
- Maintain proper handling of client funds where applicable (trust/IOLTA awareness)
- Help ensure clean separation of operating funds vs. client funds (no messy commingling)
- Track reimbursable client costs and assist with clean reporting
-
Client Relationship Ownership (Account Manager)
- Be the main point of contact for assigned clients (fast response, proactive updates)
- Run monthly/quarterly financial review calls (or support the advisor/CPA on them)
- Translate financials into plain English for attorneys and firm admins
- Keep clients on track with deadlines, document requests, and monthly close timelines
-
Systems, Workflow, and Process
- Work in tools like Xero / QuickBooks Online, Ramp, Gusto, Dext/Hubdoc, etc.
- Follow internal SOPs and improve them (you’ll help make the machine better)
- Keep clean documentation and audit trail inside the practice management system (e.g., Karbon)
⸻
Success Looks Like
- Clients get clean monthly books on time (consistent close schedule)
- Minimal back-and-forth because your workflows and “Ask Lists” are sharp
- Clients feel supported, not confused—because you communicate proactively
- Trust/IOLTA-related handling is careful and compliant (no “oops” moments)
- Your client roster stays retained because the experience is excellent
⸻
Required Experience & Skills
- 2+ years bookkeeping/accounting experience (or equivalent)
- Direct experience working with law firms (required)
- Strong month-end close abilities (reconciliations, accrual awareness, cleanup)
- Client communication skills: confident, clear, professional
- Comfortable owning deadlines, follow-ups, and task management
- High attention to detail + obsession with clean books
⸻
Preferred (Nice to Have)
- Experience with trust/IOLTA workflows and legal billing systems
- Experience with case-cost tracking and settlement-related bookkeeping
- Experience with multi-entity firm structures
- Xero power-user (or QBO advanced user)
- Experience in a CPA firm / outsourced accounting environment
⸻
Work Style Expectations
- Self-directed: you don’t need chasing to complete close
- Organized: you run a tight task list and communicate early
- Professional: client-facing presence (email, Loom, calls)
Salary
$30 - $45 per hour
Similar jobs
© 2026 Qureos. All rights reserved.