Client Services Manager

Westminster, CO | 2013-09-03

The Position:

This is a part-time position, approximately 20 hours a week, with the potential for more.

The work is never the same! You will be working with a variety of clients with various needs from detailed data entry to monthly review of client prepared books. Bank account and other Balance Sheet account reconciliations are a big part of the job as well. We specialize in sorting through messy data and making sense of it. Some travel to and from client offices is required.


  • At least 10 years full charge bookkeeping and/or accounting experience
  • Non-profit accounting experience preferred
  • Bachelor’s degree in Accounting or Finance
  • Ability to supervise a staff of up to five
  • Self-starter with ability to multi-task effectively
  • Strong communication, organizational and customer service skills
  • MUST HAVE extensive experience with QuickBooks and Peachtree accounting software
  • Advanced experience with Microsoft Office Excel needed
  • Understanding of MSFT Word, MSFT Outlook and CRM software.
  • Ability to sort through client prepared books and make adjustments
  • Ability to work through messy data for accurate reporting
  • Ability to reconcile all Balance Sheet accounts including Cash, Accounts Receivable, Prepaids, Fixed Assets, Inventory, Accounts Payable, Accrued Expenses, Loans, and Equity Accounts
  • Ability to create supporting schedules
  • Ability to calculate and record accruals and prepaids
  • Payroll processing experience
  • Own transportation as travel to and from client offices is required


Notice:  Current self-employed bookkeepers - OnPoint would love to work with you to bring your clients onboard and to discuss a buyout package.  Payroll clients included!

To be considered for this position, please email a PDF copy of your resume to the email address above. In the body of the email, please include a letter introducing yourself and the salary you require. If these basic instructions are not followed, your resume will not be considered.

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