Onboarding Cloud Accountant (Remote, Canada)

AMLB•Toronto, ON

6d•CA$85,000 - CA$95,000•Remote

About The Position

AMLB is a progressive virtual Chief Financial Officer (CFO) business that enables clients and team members to reach their potential. We partner with growing businesses and not-for-profit organizations across Canada, combining cloud technology with proactive financial advice to help our clients succeed. The Onboarding Cloud Accountant owns the first chapter of the client journey at AMLB and is responsible for leading new clients through onboarding and setting them up for long-term success. You will work closely with clients to transform incomplete, disorganized, or inefficient accounting processes into scalable cloud-based systems and workflows. You will coordinate onboarding engagements, resolve historical accounting issues, implement best practices, and ensure a seamless transition into AMLB's ongoing service model. As AMLB continues to grow, this role is expected to evolve into a specialized onboarding position focused on implementation, process improvement, and client transition excellence. This is a unique opportunity to help shape and build AMLB's onboarding function from the ground up. Initially, the role is expected to operate in an approximate 50/50 structure: • 50% Client Onboarding & Implementation – Lead approximately four new client onboardings per month (approximately eight active onboarding engagements based on an average 60-day onboarding cycle). Responsibilities include accounting clean-up, system implementation, workflow design, project management, and transitioning clients to AMLB's recurring service model. • 50% Recurring Cloud Accounting – Support a limited portfolio of approximately 8–10 recurring clients to maintain technical expertise, support team capacity, and remain connected to AMLB's ongoing service model. As onboarding demand increases, recurring client responsibilities will gradually decrease, allowing the role to become increasingly focused on onboarding, implementation, and continuous improvement.

Requirements

5+ years of Canadian cloud accounting, bookkeeping, or accounting experience.
Strong QuickBooks Online and cloud accounting technology experience.
Exceptional project management and organizational skills.
Proven ability to manage multiple client projects simultaneously.
Strong written and verbal communication skills.
Self-starter who thrives in a fast-paced remote environment.

Nice To Haves

CPA designation is considered an asset but is not required.
Experience with accounting clean-up, conversions, implementations, or client onboarding is considered an asset.
Experience working with not-for-profit organizations is considered an asset.

Responsibilities

Lead client onboarding engagements from kickoff through transition to ongoing service.
Develop onboarding plans, timelines, and client action items.
Review, reconcile, and organize historical accounting records.
Complete catch-up and clean-up accounting projects.
Configure and optimize cloud accounting systems and related applications.
Coordinate onboarding activities across internal and external stakeholders.
Prepare onboarding documentation, SOPs, process maps, and transition summaries.
Monitor onboarding timelines, metrics, and project status, identifying bottlenecks and recommending improvements.
Analyze onboarding workload and provide recommendations to support onboarding capacity planning.
Support a limited portfolio of recurring cloud accounting clients.
Prepare financial reporting packages and support sales tax compliance activities.
Utilize AI and technology tools to improve efficiency, consistency, and client outcomes.

Benefits

Competitive compensation of $85,000-$95,000 plus up to a 12% annual performance bonus.
Comprehensive, cost-shared benefits package
cell phone allowance
laptop
$500 home office allowance.
Ongoing coaching, mentorship, and professional development.

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