At pmwPlus, we believe bookkeeping should be more than data entry.
We are building a modern bookkeeping and business improvement division that combines people, process, technology and AI to help our clients operate more efficiently and make better business decisions. Our vision is to leverage offshore capability, cloud software and emerging AI tools to deliver a scalable, high-quality client experience while maintaining strong human relationships and trusted advice.
As we continue to grow, we are seeking a Lead Bookkeeper to lead our bookkeeping function, manage our offshore bookkeeping team, and become the primary point of contact for our bookkeeping clients.
About the Role
This is not a traditional bookkeeping role.
While strong bookkeeping knowledge is essential, your primary responsibility will be overseeing the delivery of bookkeeping services, maintaining client relationships and ensuring quality standards are met.
The ideal candidate will be equally comfortable discussing account reconciliations, training a client in Xero, coaching an offshore team member or helping shape how AI is integrated into our bookkeeping services.
What you’ll be doing:
Client Relationship Management
- Act as the primary point of contact for bookkeeping clients.
- Build trusted relationships with business owners and key stakeholders.
- Manage client onboarding and ongoing service delivery.
- Coordinate and communicate changes to client processes and requirements.
- Proactively seek client feedback and identify opportunities for service improvement.
- Oversee the delivery of ongoing bookkeeping services across the client portfolio.
- Monitor workflow and job status through the firm's practice management systems.
- Ensure bookkeeping jobs are appropriately scheduled, tracked and invoiced.
- Support month-end and year-end processing requirements where required.
- Manage and coordinate the offshore bookkeeping team.
- Perform certain bookkeeping services for clients that cannot be done offshore.
- Ensure consistent delivery standards across all bookkeeping engagements.
- Develop and maintain bookkeeping procedures and standards.
- Foster a culture of accountability, continuous improvement and professional development.
About You
You are someone who naturally takes ownership of outcomes and enjoys helping people succeed.
You are curious, progressive and always looking for better ways to do things. You understand that technology and AI will continue to reshape the bookkeeping profession and you see that as an opportunity rather than a threat.
You enjoy working with people, solving problems and continuously improving systems.
Other key requirements to be successful include:
- Minimum 5 years of bookkeeping experience.
- Strong practical knowledge of:
- Bank reconciliations
- Accounts payable and receivable
- Payroll
- Month-end procedures
- Robust Xero knowledge and experience.
- Experience training and supporting clients.
- Excellent verbal and written communication skills.
- Strong organisational and time-management skills.
- High attention to detail and commitment to accuracy.
- Ability to identify, analyse and solve problems independently.
In return, you will join a business that is by no means average. We have a great work culture, value each person as an individual and appreciate approachability and open communication. We have an entrepreneurial flair and have access to the latest cutting-edge technology.
Applications close on Friday, 28 August 2026. Please note only shortlisted candidates will be contacted. Lead the future of bookkeeping at pmwPlus.
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📌 Lead Bookkeeper (Orange)
🏢 pmwPlus
📍 Orange
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