Bookkeeper / Account Manager

About The Company

CFS is a forward-thinking, modern accounting firm dedicated to providing innovative financial solutions to a diverse range of clients. Emphasizing a collaborative and flexible work environment, the company values continuous learning, transparency, and client-centered service. With a commitment to leveraging technology and best practices, the firm strives to empower small and medium-sized businesses to achieve their financial goals through tailored accounting and advisory services. The organization fosters a culture of ownership, professional growth, and open communication, making it an ideal workplace for driven professionals seeking meaningful work in a dynamic setting.

About The Role

This position serves as both a technical operational specialist and a primary client relationship manager for a dynamic, modern accounting group. As the Bookkeeper & Account Manager, you will handle full-cycle bookkeeping, including transaction categorization, balance sheet reconciliations, accounts payable/receivable, and 1099 tracking, while acting as the main point of contact for a portfolio of clients. This role balances hands-on general ledger work with leading client onboarding calls, recurring check-ins, and financial advisory sessions. We are seeking a self-motivated, grounded professional who carries themselves with a steady energy and fits an open, collaborative culture where owning results and continuous learning are valued. You will serve as a bridge between internal technical workflows and client leaders, translating complex financial details into clear, supportive, and accessible guidance that helps clients focus on growing their organizations. Flexibility in work location, with the opportunity for remote work within the Portland-Metro area, makes this role attractive for professionals seeking work-life balance and autonomy.

Qualifications

• Active QuickBooks Online (QBO) ProAdvisor certification or willingness to obtain during onboarding and renew annually.
• Proven experience in full-cycle bookkeeping, including transaction recording, reconciliations, and financial report preparation.
• Strong communication and presentation skills, with prior experience in client-facing or account management roles preferred.
• High level of self-management, personal accountability, and excellent time management skills to independently handle projects.
• Ability to translate technical accounting concepts into clear, accessible language for non-finance clients.
• Proactive problem-solving mindset with a dedication to continuous learning and professional development.

Responsibilities

• Perform full-cycle bookkeeping tasks such as recording monthly transactions, preparing general journal entries, processing accounts payable and receivable, and reconciling bank and credit card accounts.
• Act as the primary point of contact for assigned clients, leading onboarding calls, conducting regular check-ins, and providing financial advisory support.
• Prepare and deliver monthly financial reports, maintain updated client process documentation, and ensure W-9/1099 compliance.
• Filter technical accounting queries from team members and communicate solutions clearly and positively to clients.
• Execute special projects such as annual cleanup tasks, financial report preparation for tax filings, and customized client initiatives within specified timeframes.
• Coordinate with internal bookkeeping and operations teams to share client feedback, streamline workflows, and ensure high-quality service delivery.

Benefits

• Flexible work arrangements with remote work options within the Portland-Metro area.
• Competitive hourly compensation ranging from $24 to $31 per hour.
• Opportunities for professional growth and skill development through ongoing learning initiatives.
• Collaborative work environment that values ownership, innovation, and continuous improvement.
• Access to modern tools and technology to facilitate efficient and effective work processes.