Lead or coordinate training sessions (live, virtual, and recorded) for client end-users, power ... Working knowledge of Sage Intacct or comparable ERP/accounting software (QuickBooks, NetSuite ...
Lead or coordinate training sessions (live, virtual, and recorded) for client end-users, power ... Working knowledge of Sage Intacct or comparable ERP/accounting software (QuickBooks, NetSuite ...
Virtual Quickbooks information
See Port Richey, FL salary details
$10.23 - $12.03
1% of jobs
$12.03 - $13.83
1% of jobs
$13.83 - $15.63
4% of jobs
$15.63 - $17.44
9% of jobs
$18.29 is the 25th percentile. Wages below this are outliers.
$17.44 - $19.24
21% of jobs
The median wage is $20.80 / hr.
$19.24 - $21.04
16% of jobs
$21.04 - $22.84
18% of jobs
$23.74 is the 75th percentile. Wages above this are outliers.
$22.84 - $24.64
10% of jobs
$24.64 - $26.45
10% of jobs
$26.45 - $28.25
6% of jobs
$28.25 - $30.05
4% of jobs
$10
$21
$30
How much do virtual quickbooks jobs pay per hour?
As of Jul 28, 2026, the average hourly pay for virtual quickbooks in Port Richey, FL is $21.63, according to ZipRecruiter salary data. Most workers in this role earn between $18.12 and $24.28 per hour, depending on experience, location, and employer.
Why do CPAs not like QuickBooks Online?
CPAs often prefer desktop versions of QuickBooks over QuickBooks Online because the desktop version offers more advanced features, customization options, and better support for complex accounting needs. QuickBooks Online's cloud-based system can have limitations in reporting, data security, and integration with other professional tools, which may be a concern for CPAs managing multiple client accounts.
Is AI replacing bookkeepers?
AI tools are automating many routine bookkeeping tasks, such as data entry and reconciliation, which can reduce the need for manual work. However, virtual bookkeepers still play a vital role in interpreting financial data, providing advice, and handling complex or unique accounting situations that require human judgment. The role is evolving, with technology augmenting rather than fully replacing bookkeepers.
What are some common challenges faced by Virtual QuickBooks specialists when managing multiple clients remotely?
Virtual QuickBooks specialists often juggle multiple clients with varying bookkeeping needs and financial systems. A common challenge is maintaining clear communication to ensure timely receipt of documents and clarification of transactions. Managing deadlines for different clients can also be demanding, requiring strong organizational skills and effective use of project management tools. Additionally, ensuring data security and confidentiality while working remotely is crucial, so staying updated on best practices for secure data sharing is important.
What are the key skills and qualifications needed to thrive as a Virtual QuickBooks Specialist, and why are they important?
To thrive as a Virtual QuickBooks Specialist, you need a solid understanding of accounting principles, bookkeeping practices, and experience with QuickBooks software, often supported by relevant certifications or coursework. Familiarity with cloud-based accounting platforms, financial reporting tools, and possibly QuickBooks ProAdvisor certification is highly valued. Strong organizational skills, attention to detail, and effective communication are essential soft skills for managing client accounts remotely and resolving inquiries. These skills ensure accurate financial management, client satisfaction, and efficient remote workflow in a virtual bookkeeping environment.
What Are Virtual QuickBooks Jobs?
Virtual QuickBooks jobs include a variety of accounting and bookkeeping positions that focus on using QuickBooks software. In one of these online roles, you work from home to process each financial statement from the company, help your employer determine whether or not they have the funds to finance a project, perform data entry, and otherwise provide general accounting services. Most virtual QuickBooks jobs do not focus exclusively on this accounting software. While you may spend a lot of time using it, you may also perform other accounting-related services, such as preparing reports or helping fill out paperwork for taxes. Many virtual QuickBooks jobs are full-time positions with a single employer, but you can also work with multiple clients instead. This is particularly common if you work for an accounting agency instead of a regular employer.
What is the difference between Virtual Quickbooks vs Virtual Bookkeeper?
| Aspect | Virtual Quickbooks | Virtual Bookkeeper |
|---|---|---|
| Certifications | QuickBooks Certified User/ProAdvisor | Bookkeeping Certification (e.g., AIPB, NACPB) |
| Work Environment | Remote, software-based | Remote, software-based |
| Primary Role | Managing QuickBooks accounting software | Recording financial transactions and maintaining books |
| Employer/Industry | Accounting firms, small businesses | Small businesses, accounting firms |
Virtual Quickbooks professionals focus on managing and troubleshooting QuickBooks software, while Virtual Bookkeepers handle the day-to-day recording of financial transactions. Both roles often overlap but differ in scope: QuickBooks specialists are more software-centric, whereas Bookkeepers provide comprehensive bookkeeping services.
How much do QuickBooks Online bookkeepers make?
QuickBooks Online bookkeepers typically earn between $15 and $30 per hour, depending on experience, location, and whether they work freelance or for a company. Salaries can range from around $30,000 to $60,000 annually for full-time positions, with advanced skills and certifications potentially increasing earning potential.
What is a Virtual QuickBooks specialist?
A Virtual QuickBooks specialist is a professional who manages accounting and bookkeeping tasks remotely using QuickBooks software. They help businesses track income and expenses, manage invoices, reconcile accounts, and generate financial reports, all online. By working virtually, they provide flexibility and cost savings for businesses that do not need a full-time, in-house bookkeeper. Virtual QuickBooks specialists often work for multiple clients and are skilled in using both QuickBooks Online and Desktop versions.
Can you work for QuickBooks from home?
A Virtual QuickBooks professional can often work from home, especially if the role involves bookkeeping, accounting, or support tasks that can be performed remotely. Strong computer skills, familiarity with QuickBooks software, and reliable internet are essential for remote work in this field.
More about Virtual Quickbooks jobs
What are the most commonly searched types of Quickbooks jobs in Port Richey, FL? The most popular types of Quickbooks jobs in Port Richey, FL are:
What are popular job titles related to Virtual Quickbooks jobs in Port Richey, FL? For Virtual Quickbooks jobs in Port Richey, FL, the most frequently searched job titles are:
What cities near Port Richey, FL are hiring for Virtual Quickbooks jobs? Cities near Port Richey, FL with the most Virtual Quickbooks job openings:
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 24 days ago
Cherry Bekaert rating
8.7
Based on 6 frontline employees who took The Breakroom Quiz
4th of 22 rated bookkeepers and accountants
Job description
The Client Success Manager (CSM) serves as the primary post-implementation relationship owner for a portfolio of clients using Sage Intacct and related Sage construction and financial management solutions. The CSM is accountable for driving client satisfaction, software adoption, subscription renewals, and revenue expansion through a deep understanding of each client's business goals and the value our solutions deliver against them.
This is not a support role - it is a strategic, P&L - contributing position. The ideal candidate combines a consultative mindset with a working knowledge of Sage Intacct (including the Construction module) and third-party add-ons, strong relationship management skills, and a genuine drive to help clients realize the full return on their technology investment.
KEY RESPONSIBILITIES
Renewals & Expansion Revenue
- Own the full renewal cycle for an assigned book of business - forecast accurately, initiate conversations 90+ days in advance, and execute renewals on time with high retention rates.
- Identify and pursue upsell and cross-sell opportunities, including additional modules, user licenses, integrations, managed services, professional services engagements and upsell/cross sell opportunities across the firm's service offerings.
- Conduct regular Business Reviews (QBRs/EBRs) with client stakeholders to demonstrate ROI, align on goals, and surface expansion opportunities organically.
- Serve as the internal advocate for client needs - coordinate with sales, implementation, and support teams to ensure client commitments are met and revenue risk is mitigated.
- Maintain accurate opportunity and renewal data in CRM; provide regular pipeline reporting to leadership.
Ongoing Training & Feature Adoption
- Proactively educate clients on new Sage Intacct features, quarterly product releases, and underutilized capabilities relevant to their industry and workflow.
- Develop and deliver tailored adoption plans for clients with static system use - identifying gaps between current usage and available functionality and building a roadmap to address them.
- Lead or coordinate training sessions (live, virtual, and recorded) for client end-users, power users, and finance/accounting staff.
- Monitor client product utilization data to identify disengagement early and intervene with targeted enablement before churn risk escalates.
- Translate Sage product updates - particularly Sage Intacct enhancements around AP automation, WIP reporting, compliance, billing, and AI tools - into clear, tangible value for each client.
Client Relationship Management
- Maintain a regular cadence of meaningful client touchpoints - not just check-ins, but structured conversations tied to business outcomes and product value.
- Build multi-threaded relationships across client organizations (CFO, Controller, IT, Operations) to reduce single-point-of-contact risk.
- Serve as an escalation partner for complex or sensitive client issues, coordinating resolution across internal teams while preserving the client relationship.
- Capture client feedback and advocate for product enhancements or process improvements through appropriate internal channels.
PERFORMANCE METRICS
Success in this role will be measured by:
- Net Revenue Retention (NRR) across assigned portfolio
- Expansion Revenue - upsell/cross-sell ARR closed per quarter
- Client Health Scores - tracked and improved over time
- Feature Adoption Rate - measured increase in module/feature utilization
- QBR/PBR completion rate and client satisfaction scores
QUALIFICATIONS
Required
- 3+ years of experience in Client Success, Account Management, or similar client-facing role within a B2B software or professional services environment.
- Demonstrated track record of owning renewals and hitting retention/expansion targets.
- Working knowledge of Sage Intacct or comparable ERP/accounting software (QuickBooks, NetSuite, Acumatica, etc.).
- Strong understanding of accounting concepts - AP/AR, general ledger, project costing, WIP, and financial reporting.
- Excellent communication and presentation skills; comfortable presenting to C-suite stakeholders.
- Highly organized with the ability to manage a portfolio of accounts simultaneously.
- Proficiency with CRM platforms (Salesforce, HubSpot, or similar) for pipeline and activity tracking.
Preferred
- Hands-on experience with Sage Intacct Construction - familiarity with WIP schedules, AIA billing, lien waivers, subcontractor compliance, and project cost tracking is a strong differentiator.
- Prior experience at a Sage VAR, Intacct reseller, ISV or ERP consulting partner.
- Experience delivering software training or enablement to finance/accounting teams.
- Exposure to construction, real estate, healthcare, nonprofit, or professional services verticals.
- Bachelor's degree in Business, Accounting, Finance, or a related field (or equivalent practical experience).
CORE COMPETENCIES
Client Orientation
Consistently puts the client's long-term success above short-term convenience.
Commercial Acumen
Understands revenue drivers and identifies growth opportunities naturally in client conversations.
Proactive Communication
Anticipates client needs and communicates clearly without waiting to be asked.
Product Expertise
Stays current on Sage Intacct releases and translates new features into client value.
Organizational Skills
Manages a large portfolio with consistent follow-through, documentation, and prioritization.
Collaborative Drive
Works effectively across sales, implementation, support, and leadership to deliver results. ( #ZR )
What you can expect from us:
Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect
The opportunity to innovate and do work that motivates and engages you
A collaborative environment focused on enabling you to further your career growth and continuous professional development
Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing
Flexibility to do impactful work and the time to enjoy your life outside of work
Opportunities to connect and learn from professionals from different backgrounds and with different cultures
Benefits Information:
Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
Pay Range:
Pay from: $115k to $130kAbout Cherry Bekaert
Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit https://www.cbh.com/disclosure/
Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. https://careers.cbh.com/legal-disclosures/ contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.
This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.
Candidates must demonstrate eligibility to work in the United States.Cherry Bekaert will not provideworksponsorship for this position.
Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us athttps://careers.cbh.com/ and follow us onLinkedIn,Instagram, Twitterand Facebook.
2026 Cherry Bekaert. All Rights Reserved.