About Us
We’re a business management solutions company dedicated to guiding and supporting small and midsized enterprises to peak business performance. Our Practice Areas include Finance, Cloud Accounting, Human Resources, and Executive Solutions. Essentially, we’re an all-star team of virtual back-office specialists. Our ranks include CFOs, Controllers, Accountants, and HR Consultants.
About The Role
Our rapidly-growing Cloud Accounting Practice is currently searching for an Onboarding Team Lead to join our dynamic Cloud Accounting practice. Reporting to the Practice Lead, in this role you will be focused on enabling our clients to digitize their finance operations through the adoption of a range of web-based accounting systems and tools. In addition, as an expert accountant, you’ll play a key role in onboarding new clients, ensuring their ledgers are organized, up to date, and properly integrated into our technology stack. You’ll function as a trainer, trusted advisor, and in-house bookkeeping expert to our clients, using cutting-edge technology to deliver exceptional service.
Location
This is a remote position.
Our Ideal Candidate
A super tech savvy accountant with an outstanding client service orientation, you have the knowledge and skills to own the full accounting cycle for a range of small to midsized clients. You know what it takes to migrate to new accounting systems, to move from paper to digital, and to keep stakeholders engaged and informed throughout the process.
You communicate and collaborate effectively with peers, managers, and executives. You’re a go-getter who thrives in finding solutions to challenges, especially in unconventional situations. You’re technically strong in QBO, Dext and Plooto, and you have exposure to a variety of other accounting systems such as payroll, inventory management, CRM etc. Above all, you share our passion for bringing value to clients, enabling leadership teams to make better business decisions by combining, integrating, and implementing modern cloud technology designed around their business.
Here’s what you’ll do…
While there’s no such thing as a ‘typical’ day, you’ll spend a good chunk of your time…
Here’s what we’re looking for…
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