
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.
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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.
• Manage multiple clients simultaneously in a fast-paced and deadline-driven environment. • Weekly Bookkeeping (mix of accrual and cash basis) for large, more complex clients in various industries. • Work with various bookkeeping-related software. • Answering more complex bookkeeping-related support questions from clients through Teamwork. • Provide in-depth analysis of client files, identify inaccuracies and inconsistencies, notify clients, and resolve issues independently. • Ensuring clients’ books are kept up-to-date and are accurate and organized, meeting deliverable deadlines. • Preparing month-end reports (Balance sheet, P&L, cash flow, etc.). • In-depth review of their clients' month-ends and financial statements (Balance sheet, P&L, aged payables, aged receivables). • Identifying bookkeeping process improvement and automation opportunities. • Assisting with knowledge sharing with other team members in the department or pod Slack channels.
• An excellent understanding of accrual bookkeeping, payroll, debits and credits, clearing accounts, bank reconciliations, and more • An excellent understanding of the ins and outs of how an accounting system works: Invoicing, payables, bookkeeping, tax rates, etc. • Prior bookkeeping experience in a fast-paced environment of at least 8 years • Working knowledge and experience with Xero and QBO
• Fully Remote. You will be working from your home office (who doesn't love that?) • Room to grow. Opportunities for career development and annual performance increase. • Fully paid for health, dental, and vision benefits. • Plus access to virtual healthcare. • Fridays off in July & August (yep, paid!) • Paid December holiday shutdown. • Rest, recharge, repeat. • Equipment Provided. A brand-new laptop and all the gear you need to hit the ground running. • Your voice matters. From improving workflows to shaping our culture, everyone has a seat at the table. • Supportive, inclusive, and low-ego environment. We value respect, collaboration, and open communication, without unnecessary corporate politics. • Comfortable, casual, and professional. We don’t require formalwear; wear what helps you do your best work, while remaining presentable and client-ready when needed.
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