Onboarding Lead – Cloud Accounting

About Us

We’re a business management solutions company dedicated to guiding and supporting small and midsized enterprises to peak business performance. Our Practice Areas include Finance, Cloud Accounting, Human Resources, and Executive Solutions. Essentially, we’re an all-star team of virtual back-office specialists. Our ranks include CFOs, Controllers, Accountants, and HR Consultants.

About The Role

Our rapidly-growing Cloud Accounting Practice is currently searching for an Onboarding Team Lead to join our dynamic Cloud Accounting practice. Reporting to the Practice Lead, in this role you will be focused on enabling our clients to digitize their finance operations through the adoption of a range of web-based accounting systems and tools. In addition, as an expert accountant, you’ll play a key role in onboarding new clients, ensuring their ledgers are organized, up to date, and properly integrated into our technology stack. You’ll function as a trainer, trusted advisor, and in-house bookkeeping expert to our clients, using cutting-edge technology to deliver exceptional service.

Location

This is a remote position.

Our Ideal Candidate

A super tech savvy accountant with an outstanding client service orientation, you have the knowledge and skills to own the full accounting cycle for a range of small to midsized clients. You know what it takes to migrate to new accounting systems, to move from paper to digital, and to keep stakeholders engaged and informed throughout the process.

You communicate and collaborate effectively with peers, managers, and executives. You’re a go-getter who thrives in finding solutions to challenges, especially in unconventional situations. You’re technically strong in QBO, Dext and Plooto, and you have exposure to a variety of other accounting systems such as payroll, inventory management, CRM etc. Above all, you share our passion for bringing value to clients, enabling leadership teams to make better business decisions by combining, integrating, and implementing modern cloud technology designed around their business.

Here's what you'll do...

While there's no such thing as a ‘typical’ day, you'll spend a good chunk of your time...

• Applying a deep understanding of QuickBooks settings and interpreting various systems integration layers which will affect the accounting within QBO.
• Providing follow-up training sessions with clients and team members as needed.
• Guiding clients through the change management elements in transitioning to cloud-based accounting systems.
• Competently using software such as Dext, Plooto, Xero and Excel.
• Solving accounting puzzles by researching and reconciling discrepancies and ensuring that the accounting is in good order.
• Developing an understanding of clients’ financial workflows and processes to effectively align with new processes and the implementation of technologies.
• Managing the full-cycle bookkeeping function for clients, working closely with them to prioritize your work to meet their business needs.
• Supporting onboarding efforts such as restructuring charts of accounts, database catch-up/clean-up, and configuring systems and software features to suit client-specific accounting needs.
• Documenting migration processes, outlining the client journey, and contributing to the development of new ideas and approaches to improve work processes.

Here’s what we’re looking for…

• Enthusiasm for what you do and the desire to help clients succeed.
• Strong organizational abilities and high ethical standards.
• An autonomous and collaborative nature, with great interpersonal skills.
• Outstanding client-service orientation.
• In-depth knowledge of cloud-based accounting packages, and the ability to learn new ones.
• A degree or a 3-year diploma in Accounting.
• Driven to do things right and take a constructive approach to solving problems.
• Coaching, training, team leadership experience.
• 5+ years’ hands-on accounting experience, including AP/R, invoicing, reconciliations, financial statement preparation and payroll.