Onboarding Cloud Accountant
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Job Description
Onboarding Cloud Accountant specializing in client onboarding and bookkeeping for entrepreneurs and non-profits. Utilizing modern cloud tools to streamline onboarding workflows and improve client experiences.
Responsibilities:
- Lead end-to-end onboarding for new clients, in alignment with AMLB’s commitment to a world-class finance function for entrepreneurs and non-profits
- Perform catch-up and clean-up bookkeeping in QuickBooks Online or Xero, including reconciliations, clearing accounts, sales tax, payables, and invoicing
- Review client books, identify issues, and proactively resolve or escalate items that could affect quality, compliance, or timelines
- Prepare clean, well-documented handoffs to the ongoing service team
- Build, maintain, and improve onboarding workflows and templates in Karbon (e.g., tasks, dates, owners, naming conventions, checklists)
- Streamline and standardize onboarding procedures, identifying ways to reduce friction and increase quality
- Create and maintain documentation (step-by-step procedures, checklists, and short training videos) to support internal adoption of new processes
- Gather feedback from team members and incorporate it into sustainable process improvements
- Maintain onboarding capacity tracking and monitor utilization to help plan upcoming workload and timelines
- Research, evaluate, and test tools that improve onboarding efficiency and accuracy; support implementation and rollout
- Participate in firm-wide operational improvement initiatives and share ideas for doing things better, faster, and smarter
Requirements:
- 5+ years of hands-on, full-cycle cloud bookkeeping or accounting experience
- Strong experience with QuickBooks Online or Xero (configuration, reconciliations, catch-up/clean-up work)
- Demonstrated experience in a multi-client environment managing multi-step projects (e.g., system conversions, clean-up engagements, complex onboarding)
- High level of attention to detail and comfort working with messy or incomplete records
- Strong written and verbal communication skills in English, including video calls with clients
- Tech-savvy and comfortable learning and using tools such as Karbon, Dext, Wagepoint, Plooto, and other cloud applications
- Able to work independently in a remote environment, manage your time, and meet deadlines without close supervision
- Ability to work remotely from a reliable home office setup
- Nice-to-Have CPA, CPB, or equivalent designation (or in progress)
- Experience with Canadian bookkeeping, payroll, and/or sales tax
- Prior experience in a cloud accounting firm or BPO serving North American clients
Benefits:
- Competitive compensation, commensurate with experience
- Performance-based incentives, including a semi-annual bonus program, and opportunities for progression as the firm grows
- 100% remote from your home office
- Generous vacation plan and half-day Fridays in August
- Exposure to a modern tech stack and best-in-class cloud accounting tools
- A culture that values learning, ownership, and continuous improvement
- The opportunity to work with entrepreneurs and non-profits who are doing meaningful work in their communities
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