Bookkeeping Client Success Manager & Jr. Bookkeeper Supervisor

This is a part-time, long-term position with strong potential to grow into full-time over time. You will start at approximately 5 hours per month, growing incrementally each month as you take on more clients and responsibilities. MUST BE A CERTIFIED PRO ADVISOR WITH QUICKBOOKS ONLINE. You will serve two core functions: 1. Quality Control — Jr. Bookkeeper Supervisor You will review the work of our Jr. Bookkeepers on a monthly basis using our internal checklist, which includes: Checking the bank feed to confirm categorizations are current Reviewing the receipts folder to confirm all receipts have been sorted and addressed Reviewing the Balance Sheet by month to spot unusual balances or changes Reviewing the Profit & Loss by month to spot unusual balances or changes Reviewing the Jr. Bookkeeper's uncategorized transaction email and resolving what you can Checking on client-specific items (accounts receivable/payable spreadsheets, sales journal entries, loan accounts) where applicable Sending the Jr. Bookkeeper feedback and correction requests after each review 2. Client Relationship Manager You will be the primary point of contact for our clients. This includes: Compiling client questions after each monthly review and sending a professional, clear email update Responding to client questions via email, phone, and text in a timely manner Conducting video calls with clients to walk through their financials and explain their financial health in plain language Building genuine, long-term trust with each client throughout their entire relationship with ZB Bookkeeping You will be provided with a ZB Bookkeeping company email address and access to the company phone number. You Are a Great Fit If You: Have experience in bookkeeping, accounting support, or a client-facing financial role Are proficient in QuickBooks Online (required) Have 10/10 written and spoken English — this is a hard requirement, no exceptions Are warm, kind, and professional — clients need to feel taken care of Are also assertive — you know how to follow up and get what you need from clients so the work gets done Are available during or aligned with U.S. Eastern Time (EST) business hours, or can reliably respond to EST-based clients in a timely manner Are organized, detail-oriented, and take ownership of your work Are looking for a long-term role with real growth potential Nice to Have: Familiarity with Profit First methodology Experience with Keeper AKA Double (practice management software) Prior experience managing or reviewing the work of other team members Compensation & Schedule: Hourly rate (please include your rate in your proposal) Starting at approximately 5 hours/month, growing to 10, 15, and beyond over the following months Long-term potential to transition to full-time over the course of 1–2 years as the firm grows To Apply, Please Include: A brief introduction telling us about yourself and your experience An example of a time you had to follow up persistently with a client or colleague to get something done — and how you handled it Your hourly rate Confirm your English proficiency and your time zone