Accounting Account Manager

Company Overview
Your Accounting is a leading provider of outsourced bookkeeping and accounting services, dedicated to helping businesses grow and succeed. We offer flexible accounting department solutions on both part-time and full-time bases, empowering clients to focus on their core operations.

Overview
We are seeking a dynamic and results-driven Accounting Account Manager to join our team. In this role, you will be the key point of contact for our clients’ accounting needs, driving business growth through strategic account management and exceptional service delivery. Your energetic approach will foster strong client relationships, identify new opportunities, and ensure client satisfaction at every touchpoint.

Role Purpose

The Account Manager is responsible for owning and growing a portfolio of client relationships on behalf of the firm. This role exists to free the owners/partners from day-to-day account management and transition client relationships to a dedicated relationship leader. The Account Manager drives revenue growth, manages service delivery, improves client outcomes, and maximizes gross profitability across the accounts they steward.

Core Responsibilities

1. Relationship Ownership

• Serve as the primary point of contact for all assigned clients.
• Build trust and credibility by understanding each client’s business, goals, and challenges, including review accounting with client’s to understand financials.
• Proactively communicate status updates, deliverables, deadlines, and advisory insights.

2. Revenue Growth & Service Expansion

• Identify opportunities to add or upsell additional services (bookkeeping, payroll, tax, CFO, advisory, clean-ups, catch-ups, special projects).
• Conduct periodic account reviews to assess changing client needs.
• Collaborate with the sales team or owner on landing new accounts or expanding existing ones.

3. Work Management & Resource Coordination

• Oversee all work required for each account, ensuring accuracy, timeliness, and quality.
• Assign work to internal /external team members or determine working the account directly for better service.
• Monitor bottlenecks, balance workloads, and escalate issues appropriately.
• Ensure the team follows firm workflows, service calendars, and accounting best practices by reviewing work done for quality.

4. Profitability Management

• Track gross profit by client and ensure delivery meets target margins.
• Deploy lower-cost resources where possible (automations, workflow efficiencies).
• Optimize scope, billing, and service levels to maintain healthy margins.
• Address unprofitable accounts quickly through repricing, rescoping, or reassigning resources.

5. Advisory Evolution (Business Improvement)

• Move the client relationship up the value chain from compliance → advisory.
• Provide insights, dashboards, and recommendations that help clients improve operations.
• Highlight trends, risks, and opportunities based on financial statements.
• Facilitate quarterly or semi-annual advisory meetings (depending on service level).
• Become a trusted business improvement partner, not just a service coordinator.

6. Client Retention & Experience

• Ensure clients feel served, supported, and valued by the firm.
• Solve client complaints quickly and proactively.
• Maintain strong renewal rates and reduce churn.

Key Performance Indicators (KPIs)

Primary KPI:

• Gross Profit on Managed Accounts (this is the core metric and basis for variable compensation)

Supporting KPIs:

• Client retention rate
• On-time delivery of services (monthly close of books, payroll posting and deadlines, important tax deadlines)
• Net new revenue added (upsells + service expansion)
• Advisory engagement rate
• Gross margin improvement year over year
• Reduction in owner involvement in accounts

Skills & Competencies

• Strong communication and relationship-building abilities
• Understanding of bookkeeping, payroll, tax workflows (does not need to be a CPA)
• Ability to lead cross-functional teams (internal + outsourced)
• Comfortable with financial statements and advisory conversations
• Project management and workflow discipline
• Business acumen and problem-solving
• Organizational and time-management excellence
• 5 years of Quickbooks programs and online applications, and Microsoft office applications

Role Evolution

The Account Manager progresses through three stages:

• Stage 1 – Relationship & Workflow Manager

Owns communication, deliverables, deadlines, and service quality.

• Stage 2 – Revenue & Profitability Driver

Optimizes gross profit, adds services, improves margins, assigns resources strategically.

• Stage 3 – Business Advisor / Business Improvement Specialist

Leads clients into a deeper, more valuable advisory relationship.

Delivers insights, improvement plans, and business optimization guidance.

This staged evolution is core to the Karpos Capital strategy of elevating key staff and freeing owners over a 1–3 year transition window.

Compensation Structure (Draft)

• Base Salary: Competitive, based on local market and experience.
• Variable Compensation:
• Bonus tied directly to Gross Profit of managed accounts.
• Clear thresholds and accelerators to reward advisory adoption and margin improvement.

This structure directly aligns the Account Manager’s incentives with firm profitability and client success.

Who Thrives in This Role

• Technicians ready to step into leadership and client ownership
• People who care about business outcomes, not just tasks
• Communicators who enjoy helping small business owners succeed
• Future leaders who can scale with a multi-firm roll-up environment
• Individuals who enjoy problem-solving, accountability, and meaningful impact
• Develop and maintain strong relationships with existing clients, understanding their unique accounting needs and challenges
• Lead negotiations to secure new business opportunities and expand current accounts
• Drive business development initiatives by identifying potential clients and presenting tailored solutions
• Manage B2B sales processes, including warm calling, proposal development, and contract negotiations
• Collaborate with marketing teams to create targeted campaigns that attract new clients in the accounting sector
• Utilize CRM tools like Salesforce to track client interactions, sales pipelines, and account activities
• Provide leadership within the team by sharing insights, analysis, and best practices for account growth

Pay: $30.00 - $40.00 per hour

Benefits:

• Life insurance
• Referral program

Application Question(s):

• Will you be able to pass a background check?

Experience:

• Accounting: 5 years (Required)
• QuickBooks: 5 years (Required)

Work Location: Hybrid remote in Valencia, CA 91355