Client Accounting & Business Management Associate (Bookkeeping)

Client Accounting & Business Management Associate (Bookkeeping)About the RoleWe are hiring a Business Manager & Bookkeeper for a CPA and advisory firm in Newport Beach, CA. This role blends client accounting, business management, and light executive support.The ideal candidate has experience supporting high-touch clients (e.g., business management firms, family offices, or HNW individuals) and is comfortable handling both financial operations and day-to-day coordination.This is a hybrid execution role:~60–70% bookkeeping, client accounting, and financial operations~10–20% partner support (calendar, coordination, logistics)~10–20% client/business management tasks (vendors, scheduling, coordination)Core ResponsibilitiesClient Accounting & BookkeepingPerform accurate bookkeeping across multiple clients (AP/AR, reconciliations, journal entries)Manage month-end close and maintain clean, audit-ready booksPrepare financial statements and basic management reportsAssist with cash flow tracking, bill pay, and expense managementSupport payroll coordination and basic compliance filings (as applicable)Maintain organized financial records and documentationBusiness Management & Client SupportCoordinate vendors and service providers (e.g., property services, contractors, household staff)Assist clients with bill pay, scheduling, and operational logisticsTrack recurring obligations (subscriptions, renewals, licenses, etc.)Act as a point of contact for client coordination and follow-upsHelp streamline and organize client administrative workflowsPartner & Operational Support (~10 hrs/week)Manage partner calendars and schedulingCoordinate meetings, appointments, and logisticsAssist with light personal/admin coordination (appointments, services, etc.)Ensure follow-ups and priorities are tracked and executedWorkflow, Judgment & CommunicationManage multiple priorities across clients and partnersCommunicate clearly and proactively with clients and internal teamIdentify issues early and propose practical solutionsOperate with discretion and professionalism in high-trust environmentsWhat Success Looks LikeA strong candidate will:Keep financials accurate, current, and well-organizedAnticipate needs and proactively handle coordination tasksReduce friction for partners and clients (things get handled without prompting)Balance competing priorities without dropping detailsDemonstrate strong judgment in both financial and non-financial tasksQualificationsRequired2–5 years of bookkeeping, client accounting, or business management experienceExperience supporting multiple clients or stakeholders simultaneouslyStrong organizational and follow-through skillsHigh discretion and professionalism (sensitive environments)Proficiency in QuickBooks or similar accounting platformsStrong communication and client service mindsetPreferredExperience in business management, family office, or high-net-worth client supportExperience with bill pay, vendor coordination, or personal financial managementFamiliarity with tools like QuickBooks, Bill.com, Gusto, etc.Comfort operating in a hybrid accounting + operations roleWork ModelHybrid – Newport Beach, CAStandard full-time role with predictable workload (limited overtime)Application ProcessApply through LinkedIn onlyNo recruiters or agenciesNo direct outreach to partners or staff