Consulting Services Manager

Location: Austin, TX or any of the following states – AZ, CO, CT, GA, LA, MA, NC, NV, OH, SC, TX, and VA.
Telecommute: This is a 100% Virtual / Remote work environment.
Job Type: Full Time / Salaried

General Overview

  • QuickBooks training, consulting, troubleshooting, plus some bookkeeping duties.
  • Onboarding, preparing, and transitioning clients.
  • Acting as Primary Project Manager on projects involving multiple Consultants.
  • Managing and mentoring consultants on your team.
  • Interacting with clients and advising the company regarding CFO / Controller role and duties.
  • Works with clients in a post-sale capacity.


  • Managing a team of services consultants, reviewing their work and billable time.
  • Support existing clients with QuickBooks training and consultation, including software and process troubleshooting.
  • The position also includes bookkeeping and accounting services for the hiring company, including but not limited to accounts receivable, accounts payable, reconciliation, and monthly closes.
  • Managing projects on your own, or communicating any difficulty to your team and team leader.
  • Acting as Primary Project Manager on projects involving multiple Consultants.
  • Maintain accurate information in client files.
  • Make appointments with new clients for training and other on-going services.
  • Independently manage the clients and create opportunity.
  • Use effective written and verbal communication skills externally with prospective clients, and internally with colleagues and managers.
  • Use our online project management system as a key part of the communication of progress and status of pipeline and potential customers.
  • Maintain an expected billable-hour percentage of 85%.
  • Diligently logging your hours used as timecards in the CRM system.
  • Other functions may be assigned as business conditions change.

Skills, Experience, and Knowledge


  • QuickBooks Enterprise experience 6+ years
  • At least one of these certifications: QuickBooks Desktop Advanced Certification or QuickBooks Online Advanced Certification
  • Controller or Management experience
  • Intermediate accounting knowledge
  • Intermediate project management skills
  • Confidence in creating and managing multiple complex projects from beginning to end
  • Intermediate PC/computer knowledge
  • Microsoft Office proficiency
  • Energetic, confident, team player, motivated to succeed
  • Excellent oral and written communication skills
  • Ability to work independently within a team dynamic without constant supervision
  • Managing multiple complex projects
  • Excellent customer support skills
  • Software implementation experience
  • Software data conversion / migration experience


  • Consulting Firm or CPA firm experience

Ideal Candidate

  • Diligent and dedicated
  • Consistent
  • Good customer relations
  • “Owns” the project and customer
  • Energetic, confident, team player, motivated to succeed
  • Ability to work independently within a team dynamic without constant supervision


Bachelor’s degree or higher

Fourlane Benefits

  • Employer-Paid Medical, Dental/Vision, and Life Insurance
  • Employer matched 401(k)
  • Paid time off including holidays
  • Limited office expense reimbursement
  • Tuition/Training/Membership Payment Program
  • Work from home
  • Flex hours for consultants
  • Company laptop, monitor, phone, etc.
  • Opportunity to participate in company sponsored charity events