Cloud Accountant

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October 22

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AMLB CPAs and Consulting

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Finance • B2B • SaaS

AMLB CPAs and Consulting is a professional services firm located in North York, Ontario, offering a comprehensive range of financial and accounting services. They provide solutions like cloud bookkeeping, tax planning and filing, payroll services, CFO advisory, financial planning, and specialized support for not-for-profit organizations, doctors, and dentists. With a client-centered approach, AMLB focuses on understanding the unique needs of each client, tailoring their services to provide customized financial and tax advice throughout the client's financial journey. Their offerings include virtual CFO services, strategic support, and real-time insights using cloud-based technology. AMLB prides itself on saving clients time and stress, offering fixed-fee structures to eliminate cost uncertainty and preserve cash flow. They have successfully assisted various businesses across Canada by providing strategic and operational planning, budgeting, and financial analysis.

2 - 10 employees

💸 Finance

🤝 B2B

☁️ SaaS

📋 Description

• Take ownership of bookkeeping, accounts payable, month-end / quarter-end close, sales tax filing preparation and management reporting responsibilities for a portfolio of clients utilizing a variety of cloud-based software with a focus on quality, timeliness, and alignment to Canadian accounting standards. • Prepare and maintain payroll and related government remittances/filings utilizing cloud-based payroll software • Prepare monthly or quarterly financial analysis and reporting, including participation in client discussions via Zoom and/or Microsoft Teams • Prepare year-end financial statements and supporting working papers including proposed adjusting entries. • Proactively surface and resolve risks and issues related to timeliness and quality of service to assigned clients • Enhance sustainability and effectiveness of key processes by recording training videos and creating step-by-step procedures • Participate in improvement initiatives by identifying process and experience pain points, analyzing root causes and implementing sustainable changes

🎯 Requirements

• Chartered Professional Accountant (CPA), Certified Professional Bookkeeper (CPB) or equivalent with at least three years of full-cycle cloud bookkeeping or accounting experience using either Quickbooks Online or Xero. • Prioritizes honesty, integrity and confidentiality to develop high-trust relationships with colleagues and clients • Self-starter who works well autonomously and thrives in a fast-paced environment • Excellent written and verbal communication skills to enhance client and team experiences • Strong attention to detail and due dates to produce high quality deliverables on time • Strong computer literacy including Microsoft Office (Outlook, Excel and Teams in particular) and a passion for technology. • Demonstrated adaptability and agility to test and quickly learn new concepts and tools

🏖️ Benefits

• Competitive compensation that rewards value added to clients and the firm, including a semi-annual performance bonus • Industry-leading training program included • Work from your designated home office as long as you’re meeting client and firm needs. Team members are asked to participate in at least one team meeting each week • Generous vacation plan and half-day Fridays in August