, we are trusted business partners providing end-to-end accounting, Client Accounting Services (CAS), and advisory support to Canadian and U.S. contractors. Our purpose is simple:
to grow people and their businesses
.
We help business owners focus on running great companies while we take care of the financial engine behind the scenes. As the demand for advisory-led accounting continues to grow, Southbrook is investing in leadership to ensure our CAS offering delivers a
premium, proactive, and scalable client experience
.
So, what does this mean for you?
100% remote working environment
Senior leadership role with real influence over people, process, and client experience
Opportunity to shape and scale a modern CAS practice
Collaborative, values-driven culture focused on excellence and accountability
Competitive compensation package commensurate with experience
The Opportunity
We are seeking a
Manager
to lead our Client Accounting Services (CAS) division.
This role is responsible for
owning client experience, service quality, delivery consistency, and team performance
across our CAS clients. You will ensure that what Southbrook promises in the sales process is delivered consistently, proactively, and profitably.
This is a
people-first leadership role
, not a transactional accounting position. While a strong accounting foundation is required, the primary focus is
leadership, accountability, and execution
.
Candidates from anywhere in Canada are welcome to apply. This is a permanent, full-time, fully remote role.
About You
You are a strong operational leader who:
Thrives in client-facing, service-driven environments
Successful track record
in remote work - Ability to maintain a dedicated,
interruption-free
workplace during work hours
Holds high standards and is comfortable enforcing them
Enjoys leading people and improving systems more than doing data entry
Understands how bookkeeping, reporting, controller work, and advisory fit together
You bring:
8+ years of experience in accounting, CAS, or professional services delivery
5+ years of experience leading or managing teams
Strong understanding of QBO-based accounting workflows
Experience working with small to mid-sized businesses
CPA designation is an asset,
not required
Experience with FinancialCents or similar workflow
Excellent communication, organization, and follow-through skills
Reporting to the President, you will be responsible for:
1. Client Experience & Service Quality
Own the CAS client experience from onboarding through steady-state delivery
Ensure proactive communication and issue identification
Act as the primary escalation point for CAS client concerns
Protect Southbrook's premium service promise
2. CAS Team Leadership & Accountability
Directly manage CAS accountants and bookkeepers
Set clear expectations around quality, timeliness, and communication
Conduct regular 1:1s, performance reviews, and coaching conversations
Make role-fit decisions to ensure the right people are in the right seats
3. Delivery, Capacity & Workflow Management
Own month-end close timelines and onboarding capacity
Balance workloads across the month to reduce burnout
Enforce service tiers, Service Level Agreements (SLAs), and turnaround commitments
Ensure vacation coverage and backup planning
4. Financial Oversight & Margin Discipline
Monitor CAS client margins and workload alignment
Support pricing, scoping, and quoting decisions
Flag scope creep and delivery risks early
Partner with leadership on client acceptance decisions
5. Process & Continuous Improvement
Own CAS workflows within practice management systems (FinancialCents)
Standardize onboarding, cleanup, and month-end processes
Identify repeat issues and eliminate root causes
Collaborate with technical leaders on process design
What This Role Is Not
Day-to-day bookkeeping or transactional processing
Routine remittances or payroll entry
Tax preparation or technical accounting execution
You need to understand great accounting --
you do not need to do it daily
.
Success in This Role Looks Like
Consistent on-time month-end delivery (95%+ SLA compliance)
Reduced escalations to partners and founders
Improved client retention and referral rates
Healthier CAS margins
A confident, accountable CAS team operating without burnout
Job Type: Full-time
Pay: $110,000.00-$140,000.00 per year
Benefits:
Company events
Dental care
Extended health care
Profit sharing
RRSP match
Work from home
Education:
Bachelor's Degree (required)
Experience:
Management: 5 years (required)
Accounting: 8 years (required)
Successful remote-work: 3 years (required)
Work Location: Remote
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