Account Manager

True North is a Consulting, Bookkeeping, and Technology Services firm providing an array of services to small and medium size business.  From strategic planning and business plans to bookkeeping, technology solutions, and social media marketing, True North has the skills and resources to help your business grow.

We pride ourselves in developing unique solutions to complex problems that help our clients focus on what is most important - driving growth, delivering quality results, and building their team.

The Account Manager is a bookkeeping specialist responsible for managing the financial records and monthly reporting for a portfolio of franchisee clients within a specific franchise system. This role is client-facing and ensures that each assigned franchisee’s day-to-day accounting is handled accurately and promptly. The Account Manager will typically handle ~40 franchisee accounts (within one franchise brand or network) and serve as the primary point of contact for those clients on bookkeeping matters. They are expected to maintain a cadence of closing all accounts by the 5th of each month (to provide timely financial statements to clients) and to conduct monthly financial review meetings with each franchisee. This position requires not only technical accounting skills and QuickBooks expertise, but also strong communication and follow-up abilities to build trusted relationships with small business
owners.

Responsibilities: 

• Daily Bookkeeping & Data Entry
• Month End Close
• Monthly Financial Reviews
• Client Communication & Support

Education & Qualifications: 

• Bachelor Degree in Accounting, Finance or a related field - New graduates in Accounting are welcome to apply
• Quickbooks certification - if not now, willing to become certified in the near future