Bookkeeping Manager – Full-Time | Remote

About Us

PHG is a fast-growing advisory firm based in New York City specializing in Bookkeeping and Fractional CFO Services. We help family- and founder-owned businesses thrive by streamlining financial processes, delivering actionable reports and KPIs, building budgets and forecasts, and implementing cost-saving strategies.

Our clients range from small to mid-sized businesses ($1M–$100M in revenue) across North America. Beyond bookkeeping and CFO services, we also support leading private equity firms with deal origination and execution through our buy-side M&A practice.

As we expand, we are seeking an experienced Bookkeeping Manager to lead bookkeeping operations, ensure high-quality client service, and mentor our growing team.

Job Overview

The Bookkeeping Manager will oversee day-to-day bookkeeping across a portfolio of clients, including system setup, reconciliations, payroll, and reporting. This role combines technical expertise with leadership, requiring both hands-on execution and oversight of junior bookkeepers. You will work closely with firm leadership, acting as a trusted partner to clients while driving accuracy, efficiency, and best practices.

Key Responsibilities

• Manage full-cycle bookkeeping for multiple clients in diverse industries.
• Oversee QuickBooks Online setup, payroll, and app integrations.
• Perform catch-up and clean-up work for client databases as needed.
• Reconcile bank, credit card, and other financial accounts.
• Process accounts payable/receivable, invoices, and payroll accurately and on time.
• Prepare trial balances, management reports, and financial statements.
• Conduct month-end and quarterly reviews with clients.
• Maintain strong client relationships through proactive communication.
• Document processes and implement best practices for team use.
• Review junior team members’ work, provide feedback, and support skill development.
• Collaborate with the Head of Bookkeeping and Head of CFO Services on client deliverables.

Qualifications and Skills

• Proven experience as a Senior Bookkeeper, Bookkeeping Manager, or similar role.
• Accounting or business diploma/certificate (or equivalent experience).
• Advanced proficiency in QuickBooks (Online and Desktop), QuickBooks Payroll, and related apps (Hubdoc, Dext, Wave).
• Strong Excel and Microsoft Office/Google Workspace skills.
• Demonstrated leadership skills, with experience training or mentoring others.
• Excellent communication skills with a client-service mindset.
• Highly organized, with the ability to manage multiple deadlines.
• Tech-savvy, adaptable to new systems, and comfortable leveraging automation.

What We Value

We are building a team that shares our values and commitment to excellence. The ideal candidate brings:

• A strong sense of integrity and professionalism
• Accuracy and attention to detail in their work
• Effective communication and collaboration skills
• A proactive, growth-oriented mindset
• Comfort with technology and openness to using AI and automation tools
• A passion for helping businesses succeed.

Why Join Us

• Work with a U.S.-based team making a measurable impact
• Long-term career development and leadership opportunities
• Remote-first, flexible work environment
• Supportive culture with modern tools and forward-thinking practices

Compensation and Benefits

• Yearly salary: $90,000–$ 115,000 base + bonus
• Remote & flexible: Work from anywhere
• Includes paid time off

Job Type: Full-time

Pay: $90,000.00-$115,000.00 per year

Benefits:

• Paid time off

Work Location: Remote