Onboarding Cloud Accountant (Remote, Canada)

AMLB

10d • $75,000 - $90,000 • Remote

About The Position

As our Onboarding Accountant, you’ll be the go-to expert who gets new clients set up for success: cleaning up their books, building their workflows, and configuring their systems so the ongoing team can thrive. In this role you will:
Lead end-to-end client onboarding for entrepreneurs and non-profit organizations
Own clean-up and catch-up bookkeeping using modern cloud tools
Build and continuously improve our onboarding workflows and templates in Karbon
Work 100% remotely, with meaningful collaboration and real growth opportunities

If you love turning messy, complex situations into clear, well-run systems, this role is for you.

The Onboarding Accountant specializes in the first chapter of the client journey at AMLB. In this role you will take new clients from “messy and unclear” to “organized, reconciled, and ready for ongoing service”, configure their systems and workflows so the delivery team can hit the ground running, and improve our onboarding processes, documentation, and templates over time.
You’ll work closely with various stakeholders including our Technology and Payroll teams, Client Managers, Cloud Accountants and Bookkeeping Specialists, and you’ll have a direct impact on how smoothly new clients experience AMLB from day one.

Requirements

• 3+ years of full-cycle cloud bookkeeping experience, including client onboardings and managing multiple clients simultaneously
• Experience with QuickBooks Online or Xero (configuration, reconciliations, catch-up/clean-up work)
• Excellent customer service skills and a proven ability to quickly build key relationships
• Demonstrated experience in a multi-client environment managing multi-step projects (e.g., system conversions, clean-up engagements, complex onboarding)
• High level of attention to detail and comfort working with messy or incomplete records
• Experience with Canadian bookkeeping, payroll, and/or sales tax
• Excellent written and verbal communication skills
• Tech-savvy and comfortable learning and using tools such as Karbon, Dext, Wagepoint, Plooto, and other cloud applications
• Able to work independently in a remote environment, manage your time, and meet deadlines without supervision

Nice To Haves

• Chartered Professional Accountant (CPA), Certified Professional Bookkeeper (CPB) is preferred

Responsibilities

• Lead end-to-end onboarding for new clients, in alignment with AMLB’s commitment to a world-class finance function for entrepreneurs and non-profits
• Perform catch-up and clean-up bookkeeping in QuickBooks Online or Xero, including reconciliations, clearing accounts, sales tax, payables, and invoicing
• Review client books, identify issues, and proactively resolve or escalate items that could affect quality, compliance, or timelines
• Prepare clean, well-documented handoffs to the ongoing service team
• Build, maintain, and improve onboarding workflows and templates in Karbon (e.g., tasks, dates, owners, naming conventions, checklists)
• Streamline and standardize onboarding procedures, identifying ways to reduce friction and increase quality
• Create and maintain documentation (step-by-step procedures, checklists, and short training videos) to support internal adoption of new processes
• Gather feedback from team members and incorporate it into sustainable process improvements
• Maintain onboarding capacity tracking and monitor utilization to help plan upcoming workload and timelines
• Research, evaluate, and test tools that improve onboarding efficiency and accuracy; support implementation and rollout
• Participate in firm-wide operational improvement initiatives and share ideas for doing things better, faster, and smarter

Benefits

• This role pays competitively (including bonus)
• A comprehensive, cost-shared benefits package that includes long-term disability and critical illness coverage, a cell phone allowance, a new laptop, and a $500 contribution towards your home office set-up to make your workspace more comfortable.
• A trust-based culture which allows you to work from anywhere, flexible hours, half-days on Fridays in August, and emphasizes results delivered over hours worked.
• The chance to work in a fun, entrepreneurial, and collaborative environment for an organization with a strong growth mandate, that embraces innovation and new ideas, has an employee-focused culture, forward-thinking leadership, and an incredible upward trajectory, including a performance bonus.
• The opportunity to join a diverse, driven, and talented team (check them out), in a role of significant impact and visibility. AMLB’s Co-founders (former Fortune 500 executives) prioritize learning, a collaborative culture, and professional development through ongoing coaching and mentorship.
• Exposure to the latest technology, with autonomy to test and explore new platforms, and access to leading AI tools, including ChatGPT Plus; significant investment in your AI learning journey to future-proof your career.
• As a highly client-facing role, you will work with and have significant exposure to a diverse group of companies, ambitious entrepreneurs, and non-profit executives across Canada. You will get to work with owners directly and have excellent visibility into how companies operate at various stages from pre-revenue to initial public offering (IPO).
• If you want to work at an entrepreneurial business where you will have the opportunity to make a real impact and gain experience using tools that are disrupting the way accounting is done – this is an excellent opportunity.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed