Job specializations:
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Accounting
Job Description & How to Apply Below
Lead client onboarding remotely across Canada with Quick Books Online expertise and strong financial cleanup judgment. Build accurate files from the start.
Accountally seeks its first dedicated Senior Bookkeeper for client onboarding. You will review client books, configure accounting software, clarify missing information, and prepare complete files for assigned bookkeepers. The role combines hands-on bookkeeping, client communication, and process building within a small growing firm.
Key Responsibilities:- Review client packages and summarize essential onboarding information
- Audit Quick Books Online files, charts, feeds, and opening balances
- Configure Double or Kick, tasks, contacts, and client systems
- Run kickoff calls and secure outstanding system access
- Create SOPs, checklists, templates, and onboarding metrics
- Three or more years of hands-on bookkeeping experience
- Accounting or bookkeeping firm experience
- Quick Books Online cleanup and client setup experience
- New client onboarding or system migration experience
- Clear writing, organization, judgment, and remote independence
Use Quick Books Online, client communication, and bookkeeping judgment to deliver accurate Accountally handoffs across Canada.
Position Requirements
10+ Years work experienceTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
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