Aprio PH - Senior Accounting Onboarding Associate; Qbo, Xero, Accounting Clean-Ups

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them.

Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

• Lead and support client onboarding engagements, including the design, implementation, and optimization of accounting technology stacks tailored to client needs.
• Provide hands‑on accounting support for clients across multiple industries within professional services, ensuring accuracy, efficiency, and alignment with client operations.
• Serve as a subject matter expert in Quick Books Online (QBO) and Xero, including system setup, customization, and troubleshooting.
• Perform comprehensive historical accounting clean‑up, including diagnostics, reconciliations, and issue resolution to establish a strong and accurate accounting foundation.
• Manage and execute data conversions and file migrations, ensuring timely and budget‑compliant delivery.
• Prepare and deliver accurate monthly financial statements on a timely basis.
• Reconcile tax returns to balance sheets and post necessary adjustments to ensure reliable opening balances for ongoing accounting work.
• Execute catch‑up accounting work including, but not limited to:
• Bank and credit card coding and reconciliations
• Accounts Payable and Accounts Receivable cleanup
• Payroll reconciliations, including historical payroll journal entries
• Investment account setup and reconciliation
• Clearing account setup and cleanup
• Set up and document ongoing accounting processes, including depreciation schedules, amortization schedules, and accrual/deferral schedules within workflow tools (ex. Karbon or Wrike)
• Create and maintain onboarding deliverables such as open item lists and month‑end close schedules to support the monthly accounting team.
• Implement and customize third‑party tools such as , ensuring alignment with client workflows and internal processes.
• Collaborate with cross‑functional teams to provide onboarding and advisory support focused on operational efficiency, scalability, and client satisfaction.
• Communicate directly with clients via email and meetings to request information, clarify questions, provide status updates, and manage expectations throughout the onboarding lifecycle.
• Provide regular progress updates to internal stakeholders and proactively elevate risks or issues as needed.

• Amenable to work US Timezone (8:00 PM - 5:00 AM Manila Time)
• Education:
  
  Bachelor's degree in Accounting (required)
• Certification: CPA license is a plus
• Experience:
  
  Minimum of 3 years of experience in the BPO or professional services accounting environment
• Software Proficiency:
  Strong working knowledge of Quick Books Online (QBO) and Xero (required)
• Technical Accounting
  
  Experience:
  
  Proven experience with historical accounting cleanups, including:
• Reconciling balances to tax returns
• Importing and validating transactions in QBO and Xero
• Reconciling all cash and liability accounts to statements
• Entering and reconciling payroll journal entries to payroll registers
• Reconciling investment and e‑commerce accounts
• Entering trial balance journal entries
• Reviewing and cleaning up Accounts Receivable and Accounts Payable
• Strong reconciliation knowledge involving clearing accounts, bank statements, prepaid expenses, accrued revenue, and accrued liabilities
• Analytical
  
  Skills:
  
  Ability to review and analyze financial statements and identify discrepancies or anomalies
• Communication
  
  Skills:
  
  Excellent written and verbal communication skills, with the ability to work effectively in a hybrid environment using tools such as Teams and email; role requires frequent direct client interaction
• Organizational
  
  Skills:
  
  Strong time management, organization, and attention to detail
• Work Style:
  Self‑motivated, capable of working independently, and comfortable managing multiple clients and shifting priorities
• Schedul…