Onboarding Cloud Accountant

🕒 January 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

• Lead end-to-end onboarding for new clients, in alignment with AMLB’s commitment to a world-class finance function for entrepreneurs and non-profits • Perform catch-up and clean-up bookkeeping in QuickBooks Online or Xero, including reconciliations, clearing accounts, sales tax, payables, and invoicing • Review client books, identify issues, and proactively resolve or escalate items that could affect quality, compliance, or timelines • Prepare clean, well-documented handoffs to the ongoing service team • Build, maintain, and improve onboarding workflows and templates in Karbon (e.g., tasks, dates, owners, naming conventions, checklists) • Streamline and standardize onboarding procedures, identifying ways to reduce friction and increase quality • Create and maintain documentation (step-by-step procedures, checklists, and short training videos) to support internal adoption of new processes • Gather feedback from team members and incorporate it into sustainable process improvements • Maintain onboarding capacity tracking and monitor utilization to help plan upcoming workload and timelines • Research, evaluate, and test tools that improve onboarding efficiency and accuracy; support implementation and rollout • Participate in firm-wide operational improvement initiatives and share ideas for doing things better, faster, and smarter

🎯 Requirements

• 5+ years of hands-on, full-cycle cloud bookkeeping or accounting experience • Strong experience with QuickBooks Online or Xero (configuration, reconciliations, catch-up/clean-up work) • Demonstrated experience in a multi-client environment managing multi-step projects (e.g., system conversions, clean-up engagements, complex onboarding) • High level of attention to detail and comfort working with messy or incomplete records • Strong written and verbal communication skills in English, including video calls with clients • Tech-savvy and comfortable learning and using tools such as Karbon, Dext, Wagepoint, Plooto, and other cloud applications • Able to work independently in a remote environment, manage your time, and meet deadlines without close supervision • Ability to work remotely from a reliable home office setup • Nice-to-Have CPA, CPB, or equivalent designation (or in progress) • Experience with Canadian bookkeeping, payroll, and/or sales tax • Prior experience in a cloud accounting firm or BPO serving North American clients

🏖️ Benefits

• Competitive compensation, commensurate with experience • Performance-based incentives, including a semi-annual bonus program, and opportunities for progression as the firm grows • 100% remote from your home office • Generous vacation plan and half-day Fridays in August • Exposure to a modern tech stack and best-in-class cloud accounting tools • A culture that values learning, ownership, and continuous improvement • The opportunity to work with entrepreneurs and non-profits who are doing meaningful work in their communities