Transition Associate – Bookkeeping

Job not on LinkedIn

🔥 10 minutes ago

🇵🇭 Philippines – Remote

⏳ Contract/Temporary

🟢 Junior

🟡 Mid-level

🧑‍🏫 Bookkeeping and Clerks

🚫👨‍🎓 No degree required

👻 Ghost score 12%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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ConnectCPA LLP

WebsiteLinkedInAll Job Openings

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.

📋 Description

• Coordinate the handoff of bookkeeping files from the previous bookkeeper to the future bookkeeper • Clean up bookkeeping files when required • Review the bookkeeping process and client cadence • Implement or adjust bookkeeping processes • Create and maintain thorough process documentation • Correspond with clients to ensure bookkeeping is maintained and build processes and procedures • Monitor the incoming bookkeeper’s progress during transitions • Communicate transition progress and transfer bookkeeping processes, procedural knowledge, and documentation to the senior bookkeeper • Perform ad-hoc catch-up bookkeeping for non-bookkeeping clients • Provide absence and vacation coverage for existing bookkeepers when necessary • Perform catch-up bookkeeping for new clients when necessary • Train bookkeepers to transition over accounts

🎯 Requirements

• Excellent understanding of accrual bookkeeping, payroll, debits and credits, clearing accounts, and bank reconciliations • Excellent understanding of accounting systems, including invoicing, payables, bookkeeping, and tax rates • At least 5 years of bookkeeping experience in a fast-paced environment • Working knowledge and experience with Xero and QBO • Strong written and verbal communication skills • Ability to manage multiple clients and tasks efficiently • Familiarity with task-tracking tools such as Karbon, ClickUp, Monday, and Asana • Ability to work independently in a remote setting • Ability to learn new software quickly • Experience with bookkeeping, invoicing, payables, and tax rates • Experience with Xero, QBO, Hubdoc, and Dext is a plus • Internet connection of at least 6 Mbps upload/download

🏖️ Benefits

• Fully remote work from a home office • Opportunities for career development • Annual performance increase • Tiered quarterly bonus • 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 all necessary equipment provided • Supportive, inclusive, low-ego work environment • Comfortable, casual, and professional dress environment