PROFESSIONAL SERVICE FIRM PRACTICE MANAGER| Remote

ABOUT US

Bridged Financial Solutions is a fully remote boutique accounting, tax, and advisory firm. We serve a growing client base across tax preparation, fractional CFO engagements, bookkeeping, and back-office operations. Our team of 10 operates with a high degree of autonomy on a cloud-first stack. We are lean, fast-moving, and hold ourselves to institutional-quality standards.

---

THE ROLE

This is not a VA role. We are hiring a Practice Manager who will own the operational backbone of the firm.

You will serve as the connective tissue between the principal, the client service team, and our clients. You will work closely with our Accounting Senior Manager to coordinate production workflows, ensure clean handoffs, and keep the team running on schedule. You will hold the team accountable, manage day-to-day operations, own the client-facing operational experience, and ensure nothing falls through the cracks.

If you are a systems thinker who gets energy from bringing order to complexity, building repeatable processes, and taking full ownership of your domain — this role was built for you.

---

WHAT YOU WILL OWN

Practice Operations
- Own the firm's production workflow — task management, client deadlines, team accountability, and monthly close tracking
- Monitor team workloads and flag capacity issues before they become problems
- Maintain and improve SOPs for recurring firm processes
- Serve as the internal escalation point for operational questions before they reach the principal

Client Experience
- Manage client-facing communications for operational matters — status updates, document requests, portal guidance
- Own the client onboarding workflow from proposal acceptance through first deliverable
- Ensure clients receive a consistent, professional experience regardless of which tea ---------- mber is serving them

Team Coordination
- Collaborate closely with the Accounting Senior Manager on workflow coordination and cross-functional handoffs
- Run a weekly internal ops check-in — agenda, notes, follow-up tracking
- Hold tea ---------- mbers accountable to deadlines without requiring principal involvement
- Support onboarding of new tea ---------- mbers on firm tools and workflows

Billing and Admin
- Support the billing workflow — engagement tracking, renewal reminders, exception flags
- Manage recurring admin tasks: calendar coordination, document organization, file hygiene
- Track client engagement status and surface issues to the principal proactively

---

WHAT WE ARE LOOKING FOR

Required
- 3+ years in an operations, practice management, or senior administrative role — professional services or accounting-adjacent preferred
- Experience managing workflow tools at a team level (not just personal task management)
- Strong written English — you will represent the firm externally
- High accountability orientation — you follow up, you close loops, you do not wait to be reminded
- Comfortable operating with autonomy and making judgment calls independently

Strongly Preferred
- Familiarity with QuickBooks Online
- Experience with proposal or billing platforms (Ignition or similar)
- Prior experience supporting a CPA, fractional CFO, or accounting firm
- Exposure to US-based professional services environments

This role is NOT for you if:
- You need detailed daily direction to prioritize your work
- You treat "it wasn't on my list" as a valid reason for something falling through the cracks
- You confuse task completion with problem ownership
- You are looking for a light VA role with limited responsibility

---

TOOLS YOU WILL USE

Double (practice management), QuickBooks Online, Ignition, Google Workspace, Slack

---

WHAT SUCCESS LOOKS LIKE

Day 30: Full command of our tools and workflows. Independently managing daily ops and team task tracking. Client portal responsiveness maintained without principal involvement.

Day 60: SOPs documented for at least 3 recurring firm processes. Weekly ops cadence running on autopilot. First billing cycle fully supported without escalations.

Day 90: Principal's operational involvement reduced by 50%+. Practice Manager is the first point of contact for all team operational questions. At least one workflow improvement identified and implemented.

---

HOW TO APPLY

To be considered, you must complete the following — incomplete applications will not be reviewed:

1. Complete the DISC assessment on OnlineJobs.ph and include your results with your application.

2. Answer this question in 150–300 words:

"Describe a time you identified a process that was breaking down in your team or organization. What specifically was failing, what did you do about it, and what was the result?"

Do not use AI to write your answer for you — we can tell the difference, and it will disqualify your application. We are looking for your actual thinking, not polished filler.