About the Role
We are looking for an experienced Client Lead / Senior Bookkeeper to join our growing team and take ownership of a portfolio of small and medium business clients.
This is more than a traditional bookkeeping role. You will combine strong technical bookkeeping skills with client relationship management, team leadership, workflow coordination and practical business support.
You will be responsible for managing client bookkeeping files, communicating directly with clients, processing payroll, preparing BAS and IAS working papers, producing financial reports and identifying opportunities to improve the way clients manage their finances.
The role also involves mentoring and supporting other bookkeeping staff, attending client meetings and meeting with prospective clients to understand their needs and assist with developing appropriate solutions.
You will work closely with the Directors and accounting team, with BAS and IAS prepared by you and reviewed and lodged by senior staff.
The ideal candidate is technically strong, organised and confident dealing directly with business owners. You should enjoy taking ownership of your work, supporting your team and building long-term relationships with clients.
Key Responsibilities
Client Management & Advisory Support
Manage a portfolio of bookkeeping clients across a range of industries
Act as a key point of contact for day-to-day client communication
Build strong client relationships through proactive communication and follow-up
Meet with clients to understand their needs and provide practical bookkeeping and business support
Attend client premises where required to undertake bookkeeping, systems or process work
Help clients understand their financial position and business performance
Identify opportunities to improve client systems, processes and bookkeeping practices
Meet with prospective and potential new clients to understand their needs and assist with developing proposals and service solutions
Escalate relevant issues and opportunities to the Directors and accounting team
Mentor, supervise and support junior bookkeeping staff
Provide training and guidance to team members as required




Assist team members with technical bookkeeping queries and client matters
Support the Directors in maintaining high standards of client service and bookkeeping quality
Promote a collaborative and supportive team workplace
Maintain accurate and up-to-date Xero files
Perform bank, credit card, loan and balance sheet reconciliations
Complete month-end and quarter-end bookkeeping procedures
Prepare client files for accountant review and year-end processing
Maintain organised and review-ready financial records
Reporting & Business Support
Prepare financial and KPI reports for clients
Assist clients to understand cash flow and financial performance
Provide practical support with Xero reporting and bookkeeping systems
Work with the accounting team to support broader client outcomes
Systems & Process Improvement
Maintain organised digital records and client documentation
Improve internal bookkeeping processes and workflows
Use systems including Xero, Dext, Hubdoc, Xero Practice Manager and related software
Assist with workflow coordination and process documentation
Look for ways to make bookkeeping more efficient for both clients and the team
Skills & Experience
We are looking for someone who has:
5+ years' bookkeeping experience, preferably within a bookkeeping firm or public practice environment
Strong working knowledge of Xero
Advanced understanding of Xero reporting
Experience with Xero Practice Manager (XPM), Dext, Hubdoc or similar systems
Strong understanding of GST, BAS preparation, payroll and superannuation requirements
Experience mentoring, supervising or training other staff
Excellent organisation and time management skills
Strong attention to detail and accuracy




The ability to manage multiple clients and competing deadlines
Professional communication and client relationship skills
Confidence meeting with business owners and prospective clients
The ability to work independently, take initiative and manage your own workflow
What Success Looks Like
In this role, success means:
Clients receive accurate and timely bookkeeping
Client communication is proactive and professional
Payroll, BAS preparation and reporting deadlines are consistently met
Client files are maintained to a high standard and ready for review
Clients receive practical ideas to improve their financial systems and processes
Team members receive appropriate support, training and guidance
You take ownership of your portfolio while working collaboratively with the wider team
You contribute to developing strong relationships with both existing and prospective clients
Why Join Snappy Business Consulting?
At Snappy Business Consulting, we want bookkeeping to be simple, efficient and valuable for our clients and our team.
You'll join a supportive, down-to-earth team where we value initiative, professionalism and doing a great job for our clients.
We offer:
Supportive and approachable team environment
Flexible working arrangements for the right candidate
Genuine work-life balance focused on efficiency, not long hours
Opportunities for professional development and career growth
A modern, forward-thinking bookkeeping, tax and advisory environment
The opportunity to build genuine relationships with business owners and make a meaningful difference to their businesses
About Snappy Business Consulting
Snappy Business Consulting partners with small and medium businesses to simplify their financial processes, improve visibility over their numbers and give business owners greater confidence in their finances.
We are a growing firm with a supportive, down-to-earth and team-focused culture. We value professionalism, initiative and strong long-term relationships with both our clients and our team.
Please note: This role is open to Australian residents only.
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📌 Sa Client Lead/ Senior Bookkeeper (Adelaide)
🏢 Snappy Business Consulting
📍 Adelaide