Bookkeeping Manager

Posted 18 Days Ago
Be an Early Applicant
Calgary, AB
In-Office
Senior level
Fintech • Professional Services • Software • Financial Services
The Role
The Bookkeeping Manager oversees client files, ensuring quality control and managing a team of bookkeepers while maintaining exceptional client relationships.
Summary Generated by Built In

We’re Hiring:  GURU Bookkeeping Manager  – Achen Henderson Chartered Professional Accountants
Reports to: Director of Bookkeeping

Please apply directly through our website at Careers – Achen Henderson Chartered Professional Accountants

Achen Henderson (AH) is seeking an experienced, detail‑driven Bookkeeping Manager to join our fast‑growing GURU bookkeeping team. This is a long‑term opportunity for professionals who value meaningful client ownership, enjoy leading and overseeing bookkeepers on assigned client files, and want to work in a modern, cloud‑based accounting environment.


This role is ideally in‑office during the onboarding and training period to ensure a strong start and seamless integration with our team and systems. After successful onboarding and demonstrated performance, a hybrid or remote arrangement may be considered based on team needs and alignment with AH standards. Fully remote flexibility may be available for exceptional candidates.


As a Bookkeeping Manager, you will manage a small, dedicated book of 15–30 clients, while also reviewing and overseeing the work of bookkeepers supporting those files. This role works closely with and supports the Director of Bookkeeping, who provides department‑level leadership, technology oversight, and operational direction.

The Role: What You’ll Do

As a Bookkeeping Manager, your work will focus on client ownership, quality control, and providing direction to bookkeepers working on your assigned files.

Client Ownership (Your Own Portfolio)

  • 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.

Oversite of Bookkeepers

  • 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.

Workflow Execution & Collaboration

  • 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.

Team & Cross-Functional Collaboration

  • Collaborate closely with bookkeepers, the tax team, and firm leadership to deliver seamless, high‑quality service across all client engagements.
  • Communicate proactively with the Director of Bookkeeping regarding capacity, emerging risks, client status, and any support needed to maintain service excellence.

Who We’re Looking For

You are a highly capable bookkeeping professional who thrives on structure, clarity, and client ownership while guiding others at the file level.

Must Have Qualifications

  • 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

Nice to Have

  • Experience working in a multidisciplinary environment
  • Experience with fractional controllership or CFO services such as cash flow reporting, forecasting and budgeting

What We Offer

  • In office onboarding with opportunity for hybrid or remote work after demonstrating performance (flexibility of fully remote for the right candidate)‑office onboarding with opportunity for hybrid or partial remote work after demonstrating performance
  • 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

About GURU by Achen Henderson

GURU is AH’s cloud based, flat rate virtual finance department providing bookkeeping, payroll, AR/AP, GST/HST, and yearend coordination. You will play a central role in delivering accurate, timely financial insights that help entrepreneurs grow with confidence.‑based, flat‑rate virtual finance department providing bookkeeping, payroll, AR/AP, GST/HST, and year‑end coordination. You will play a central role in delivering accurate, timely financial insights that help entrepreneurs grow with confidence.


Who Thrives in This Role?

  • Experienced bookkeepers who want meaningful client ownership
  • Public practice professionals seeking stable, structured work without long tax seasons
  • Individuals who thrive in a high accountability, cloud-accounting environment‑accountability, cloud-accounting environment
  • Professionals wanting a balanced, long-term role with growth potential

Our Vision

Experts who own their craft and their outcomes. A team-of-teams that deliver unparalleled results.

 

Our Core Values

  • Own the Craft – Deliver exceptional, polished work with clear communication and efficient execution.
  • Own the Outcome – Be accountable, address issues early, and consistently deliver on expectations.
  • Team-of-Teams – Collaborate openly, share context, and bring in the right expertise when needed.
  • Make Meaning – Lead with purpose, care for others, and strengthen the community around us.

Application Process

Please apply by submitting your resume along with a brief cover letter describing your experience with:

  • Cloud bookkeeping tools
  • Managing client portfolios independently
  • Any experience with year-end coordination or tax filings

Shortlisted candidates will be asked to complete:

  1. A short technical assessment
  2. A written exercise to assess communication and process thinking
  3. A virtual interview with our leadership team

 

We want to know not just what you can do—but how you think, how you care, and how you collaborate.

Apply Now - Careers – Achen Henderson Chartered Professional Accountants

Take ownership of your time, your clients, and your future. Join one of Canada’s most forward-thinking accounting firms and help us build something better—for your clients and for yourself.

Top Skills

Dext
Hubdoc
Qbo
Xero
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The Company
HQ: Calgary, Alberta
18 Employees
Year Founded: 2013

What We Do

“We believe that all business leaders should have the support they need to allow them to focus on the future and on increasing the value of their companies. We believe that precise and immediate financial results, insights and guidance are critical for business leaders to realize their full potential. We know that technology is best suited to quickly and accurately capture and process data; and that people should be engaged in data entry as little as possible.”


Achen Henderson is a technology-based professional services firm that helps our clients #DitchAccounting. Our professional accountants and entrepreneurs work with business leaders to build great companies by automating bookkeeping and giving our clients the freedom and information they need to focus on growth.

As a virtual finance partner, Achen Henderson leverages technology through tools like the AH Financial Hub to streamline and automate processes. These enhancements create the necessary time for business owners to focus on what matters most; their customers and increasing the value of their businesses. Achen Henderson. Using the AH Financial Hub clients can conveniently share files, work through task lists, communicate directly with Achen Henderson, and monitor your financial performance in real-time. This means growing your revenues, managing costs, and making more informed decisions with access to precise and immediate financial information at your fingertips.

So what are you waiting for? Focus on your value drivers and #DitchAccounting with Achen Henderson today!

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