
51 - 200 employees
💸 Finance
🏢 Enterprise
☁️ SaaS
💰 Debt Financing on 2023-07
Finance • Enterprise • SaaS
ConnectCPA LLP is a virtual accounting and bookkeeping firm based in Canada. They have been recognized as the Accounting Partner of the Year in Canada, and they aim to solve finance-related challenges for scaling companies. ConnectCPA offers cloud-based accounting, tax, and online bookkeeping services tailored for corporations, startups, sole proprietors, and those in the technology sector across Canada. They focus on value-based pricing with fixed monthly packages, offering unlimited support and real-time financial data. ConnectCPA emphasizes the integration of technology with personalized service to enhance financial operations for their clients.
🕒 May 2
🇵🇭 Philippines – Remote
⏳ Contract/Temporary
🟡 Mid-level
🟠 Senior
🧑🏫 Bookkeeping and Clerks
👻 Ghost score 64%
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51 - 200 employees
💸 Finance
🏢 Enterprise
☁️ SaaS
💰 Debt Financing on 2023-07
Finance • Enterprise • SaaS
ConnectCPA LLP is a virtual accounting and bookkeeping firm based in Canada. They have been recognized as the Accounting Partner of the Year in Canada, and they aim to solve finance-related challenges for scaling companies. ConnectCPA offers cloud-based accounting, tax, and online bookkeeping services tailored for corporations, startups, sole proprietors, and those in the technology sector across Canada. They focus on value-based pricing with fixed monthly packages, offering unlimited support and real-time financial data. ConnectCPA emphasizes the integration of technology with personalized service to enhance financial operations for their clients.
• Monitor, analyze, and manage KPIs including customer feedback scores, missed deliverable percentage, staff utilization percentage, and budgeted versus actual hours • Investigate budget overruns and recommend performance, training, or process-improvement solutions • Collaborate with onboarding teams and bookkeepers to document work instructions before assigning ClickUp tasks • Participate in deep-dive sessions with new clients during onboarding • Ensure books are closed within contractual agreements • Complete month-end reviews • Identify improvement areas and negotiate deadlines for receiving statements and query responses • Maintain professional client relationships supporting service delivery excellence • Uphold and demonstrate OATH core values • Lead by example in remote work practices and communication • Drive process improvements through continuous improvement initiatives and special projects • Promote accountability, collaboration, and continuous improvement • Foster a trusting environment where staff feel valued and heard • Ensure staff update the Bookkeeping Blueprint when client changes occur • Support continuous learning and professional development • Conduct regular one-on-one meetings to provide coaching, feedback, and support
• 5+ years of progressive bookkeeping experience • 2+ years of supervisory, management, or team lead experience • College certificate in accounting, bookkeeping, or business administration OR bachelor’s degree in accounting, finance, or a related field • Excellent understanding of accrual bookkeeping, payroll, debits and credits, clearing accounts, bank reconciliations, and financial reporting • Excellent understanding of accounting systems, including invoicing, payables, bookkeeping, and tax rates • Strong experience with Excel and/or Google Sheets for data analysis and reporting • Advanced experience with bookkeeping software including Xero, QBO, Dext, A2X, and Shopify • People-centred leadership, performance and resource management, conflict resolution, and continuous improvement capabilities • Strong written and verbal communication skills • Ability to manage multiple clients and tasks efficiently • Proactive and motivated self-starter comfortable working independently in a remote setting • Ability to learn new software quickly and work with automations and workflow tools • Strong accounting and bookkeeping knowledge • Internet connection with at least 6Mbps upload and download speeds
• Fully remote work from a home office • Opportunities for career development • Annual performance increase • Fully paid health, dental, and vision benefits • Access to virtual healthcare • Paid Fridays off in July and August • Paid December holiday shutdown • Brand-new laptop and required work equipment provided • Supportive, inclusive, and low-ego work environment • Comfortable, casual, and professional dress environment
Apply Now🕒 April 4
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🕒 March 5
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