Client Onboarding Consultant

• Contribute to the development, documentation, and ongoing refinement of a comprehensive, client‑focused, and scalable client onboarding process for e2E.
• Create, own, and manage assigned client onboarding activities, serving as a key point of contact for accounting and finance‑related onboarding tasks.
• Review prospect introduction call notes and recordings to understand client goals, engagement scope, and onboarding requirements.
• Develop onboarding request lists, timelines, schedules, and agendas, and actively monitor progress against internal and client service‑level agreements (SLAs).
• Proactively communicate status updates, risks, scheduling changes, or deviations to the Chief Client Success Officer and the Client Onboarding team.
• Establish and manage onboarding schedules and task calendars for each assigned client.
• Coordinate payroll setup activities, including transitioning payroll providers when required.
• Perform general ledger mapping and ensure alignment with e2E accounting standards.
• Review, update, and correct client accounting records to ensure accurate accounting practices and compliance.
• Identify and implement efficiencies within client accounting files, including bank rules, automated processes, and report generation.
• Produce the first month of full‑charge bookkeeping for new clients as part of the onboarding process.
• Ensure accuracy and completeness of all adjusting journal entry schedules.
• Draft accounting manuals and onboarding checklists for new clients using established templates.
• Facilitate a smooth handoff and transition of clients from onboarding to the internal accounting team.
• Initiate and implement continuous improvement efforts to enhance the onboarding experience, internal workflows, efficiency, and scalability.
• Perform additional onboarding tasks and client‑related projects as assigned.

• Bachelor’s degree in accounting required; CPA preferred.
• Six (6) or more years of relevant accounting or financial operations experience.
• Strong accounting and financial operations knowledge, including systems setup and project management.
• Hands‑on experience performing bank and credit card reconciliations, accounts payable and receivable, payroll processing, monthly close, adjusting journal entries, and financial statement preparation.
• Experience setting up and running payroll preferred.
• Proficiency with Quick Books Online is required; experience with other accounting software like Ramp is a plus.
• Skilled in Microsoft Office Suite, document‑sharing platforms (Dropbox, etc.), and virtual collaboration tools (e.g., Zoom, Go To Meeting ).
• Exceptional customer service skills with a client‑centric mindset.

Demonstrates expertise in client onboarding processes, accounting practices, and financial operations, with a strong focus on project management and client communication. Proficient in utilizing accounting software and tools to enhance efficiency and ensure compliance.

• Bachelor's Degree In Accounting
• CPA Preferred
• Six Years Of Relevant Accounting Experience
• Proficiency With Quick Books Online
• Strong Accounting And Financial Operations Knowledge

• Bank Reconciliation
• Credit Card Reconciliation
• Accounts Payable
• Accounts Receivable
• Payroll Processing
• Monthly Close
• Adjusting Journal Entries
• Financial Statement Preparation
• Project Management
• Client Onboarding

• Exceptional Customer Service
• Client-Centric Mindset

• CPA Preferred

• Client Onboarding Process
• Accounting Standards
• Financial Operations
• Service-Level Agreements
• Continuous Improvement

• Quick Books Online
• Microsoft Office Suite
• Dropbox
• Zoom
• Go To Meeting