Client Manager- Senior Accountant

About Logistis for DesignersLogistis for Designers is a remote bookkeeping and accounting firm that works only with interior designers. We help design firms understand their numbers, price for profit, and run their businesses with confidence. Our clients use tools like Studio Designer, Houzz Pro and Programa alongside Quick Books Online, and we know those workflows inside and out.The RoleThe Client Manager owns the relationship with a book of design-firm clients. You lead their monthly calls and translate their financials into plain language. You also manage a team of bookkeepers to make sure the work is accurate, on time and ready before you meet with the client. You are the link between the designer and our team. You keep the relationship strong, catch problems early, and spot when a client needs more support as the business grows.We're looking for a senior accountant who loves working with clients. Beyond managing relationships, you'll be hands‑on in onboarding new clients, cleaning up their books, and teaching designers and our team the best practices that keep their financials accurate.What You'll DoClient relationships and advisoryServe as the main point of contact for your assigned clients, by email, phone and ZoomLead recurring monthly or quarterly calls to review financials, cash flow, AR/AP and project profitability, and to collect what's needed to close the booksHelp designers understand their gross profit margin, markups and net income, and recommend changes when margins are low or the business is losing moneyAnswer workflow and best‑practice questions about Studio Designer, Houzz Pro, Programa and Quick Books Online, such as project statuses, purchase orders, client deposits, sales tax setup and the syncs between systemsCoordinate with clients' outside CPAs, payroll providers and software reps as neededPick up the phone. You don't hide behind email.Onboarding, cleanup and best practicesLead new-client kickoff and onboarding calls, and guide clients through the onboarding checklistSecure access to Quick Books, banks, payroll and sales tax accounts, and design-platform integrationsRun cleanup assessments, including Quick Books and design-platform audits, and scope the catch‑up workOversee mapping and setup of the design platform to Quick Books, including sync start dates and the standard chart of accountsDo and oversee hands‑on books cleanup: reconciling accounts, fixing duplicated or miscategorized transactions, writing adjusting journal entries, and correcting prior‑period sales tax and AR/AP balancesTeach designers best practices for their workflows in Studio Designer, Houzz Pro, Programa and Quick Books, such as recording deposits, payments on purchase orders, sales tax and invoicing, through training calls and best‑practice guidesTrain and coach bookkeepers on cleanup, design-platform workflows and firm standardsTeam leadership and qualityManage a team of bookkeepers, including regular one‑on‑ones and monthly check‑insMake sure the team prepares call‑prep reports and financials before each client meetingDo the final review of financial statements before they go to clientsMonitor Karbon for past‑due work, unanswered client emails and outstanding uncategorized transactions, and hold the team accountable to deadlinesWork with our sales tax accountant to make sure filings and access requests are completed on timeJoin the daily huddle, weekly team meeting, management meeting and client health score reviewsPayroll supportSupport clients on Gusto payroll, including new employee setup, terminations and final paychecks, and resolving payroll and tax notices with the bookkeeping teamBilling and growthTrack and approve monthly billable (out‑of‑scope) time and invoices for…