Cloud Accountant

🕒 April 11

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AMLB CPAs and Consulting

WebsiteLinkedInAll Job Openings

1 - 10 employees

💸 Finance

🤝 B2B

☁️ SaaS

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.

📋 Description

• Manage a portfolio of growth-oriented clients in a wide range of industries across Canada, ensuring that deliverables are timely, accurate, and aligned with client expectations. • Review year-end trial balances, working papers, and financial statements with hand-off to the tax team. • Work closely with the Payroll Lead to resolve any payroll-related issues raised by clients. • Collaborate closely with AMLB’s Technology & Operations Specialist to enhance internal client service processes. • Identify operational inefficiencies, improve workflow systems, supporting the business QA program. • Utilize AI to improve the quality and efficiency of client service delivery and drive sustainable growth without taking on tasks that belong to the bookkeeping or tax teams. • Take ownership of delivering timely and accurate bookkeeping, accounts payable, month-end / quarter-end close, sales tax filing preparation and management reporting responsibilities for a portfolio of Canadian clients utilizing a variety of cloud-based software. • Prepare monthly or quarterly financial analysis and reporting, including participation in client discussions via Zoom and/or Microsoft Teams. • Respond to all client queries within 1 business day. • 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

• 3+ years of full-cycle cloud bookkeeping or accounting using Quickbooks Online or Xero for a portfolio of 10+ clients simultaneously • Chartered Professional Accountant (CPA), Certified Professional Bookkeeper (CPB) is preferred • Experience completing bank reconciliations, clearing accounts, and completing sales tax filings, payables and invoicing • 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 • Strong attention to detail and due dates to produce high quality deliverables • Knowledge in Microsoft Office (Outlook, Excel and Teams in particular) and a passion for technology. We use cloud-based software including QuickBooks Online, Xero, Dext Prepare, Karbon, WagePoint and Plooto • Demonstrated adaptability to test and quickly learn new concepts and tools • Team members are asked to participate in at least one team meeting each week

🏖️ Benefits

• A comprehensive, cost-shared benefits package that includes long-term disability and critical illness coverage • A cell phone allowance • A new laptop • A $500 contribution towards your home office set-up to make your workspace more comfortable. • A trust-based culture which allows you to work from anywhere • Flexible hours • Half-days on Fridays in August • Emphasizes results delivered over hours worked. • The chance to work in a fun, entrepreneurial, and collaborative environment for an organization with a strong growth mandate, that embraces innovation and new ideas, has an employee-focused culture, forward-thinking leadership, and an incredible upward trajectory, including a performance bonus. • The opportunity to join a diverse, driven, and talented team (check them out), in a role of significant impact and visibility. • AMLB’s Co-founders (former Fortune 500 executives) prioritize learning, a collaborative culture, and professional development through ongoing coaching and mentorship. • Exposure to the latest technology, with autonomy to test and explore new platforms, and access to leading AI tools, including ChatGPT Plus; significant investment in your AI learning journey to future-proof your career.