Automate Accounts
11 - 50 employees
Founded 2015
🤝 B2B
☁️ SaaS
💸 Finance
B2B • SaaS • Finance
Automate Accounts is a Zoho-certified partner and bookkeeping consultancy that implements, customizes and integrates Zoho One applications for service businesses across North America. The company offers bookkeeping and migration services (QuickBooks to Zoho Books), automates business processes and workflows, and builds BI dashboards and automated reporting to deliver real-time financial insights and operational analytics. They provide ongoing managed services with certified accountants, SOP development, secure data practices, and flexible monthly contracts to help businesses streamline finance, CRM, and operational systems.
Senior Accountant
🕒 December 17, 2025
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Automate Accounts
11 - 50 employees
Founded 2015
🤝 B2B
☁️ SaaS
💸 Finance
B2B • SaaS • Finance
Automate Accounts is a Zoho-certified partner and bookkeeping consultancy that implements, customizes and integrates Zoho One applications for service businesses across North America. The company offers bookkeeping and migration services (QuickBooks to Zoho Books), automates business processes and workflows, and builds BI dashboards and automated reporting to deliver real-time financial insights and operational analytics. They provide ongoing managed services with certified accountants, SOP development, secure data practices, and flexible monthly contracts to help businesses streamline finance, CRM, and operational systems.
📋 Description
• Manage and oversee monthly client accounting operations within Zoho Books. • Ensure compliance with accounting principles, standards, and regulations. • Prepare and review financial statements, reports, and records. • Conduct regular audits and resolve discrepancies. • Perform detailed reconciliation checks to ensure accuracy and completeness of financial data. • Plan and execute data migration projects from various accounting software (QuickBooks, Sage, Xero) to Zoho Books. • Develop customized migration strategies tailored to each client's business operations. • Ensure zero downtime and seamless business operations during live migration processes. • Guarantee secure and thorough transfer of financial data, including legacy data up to 20 years. • Offer up to 6 months of post-migration support to ensure clients are fully proficient and comfortable with the new system. • Coordinate with internal teams to ensure timely completion of migration and accounting projects. • Monitor project progress and report on key metrics. • Stay updated with the latest developments in Zoho Books and other accounting software. • Recommend and implement improvements to enhance the efficiency and effectiveness of migration projects.
🎯 Requirements
• Inter Chartered Accountant (CA) OR Master’s/Bachelor’s degree in Accounting & Finance • Minimum 2–3 years of professional accounting experience • Strong proficiency in online accounting software (Zoho Books preferred) • Solid understanding of accounting principles, reconciliations, and financial reporting • Advanced Microsoft Excel skills, including: IF formulas, Lookups, Pivot Tables • Excellent written and verbal communication skills , including client or business-facing interactions • Strong analytical, problem-solving, and attention-to-detail skills • Ability to work independently , manage multiple priorities, and meet deadlines • Comfortable working in a fast-moving, ownership-driven environment • Ability to work EST hours (5:00 AM – 2:00 PM EST) consistently
🏖️ Benefits
• Fully remote work with location flexibility • Medical insurance benefits (post-confirmation) • 24 days of paid time off (PTO) • Opportunity to work with a Canadian employer , compliant with international standards • Strong focus on professional growth and continuous learning • Supportive, collaborative team culture that values ownership and innovation
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