This is a remote-based opportunity from anywhere in Canada
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.
THE PRIORITIES
Client Onboarding & Implementation
Lead onboarding engagements from kickoff through transition, coordinating accounting clean-up, system implementation, client communication, and handoff to the recurring service team.
Accounting Quality & Advisory
Review historical financial information, resolve accounting issues, establish reliable reporting processes, and provide practical recommendations that support client success.
Onboarding Operations & Continuous Improvement
Improve onboarding workflows, templates, documentation, SOPs, metrics, and client experience while leveraging technology and AI. Provide input into onboarding capacity planning and future resource requirements.
CORE 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.
IDEAL CANDIDATE PROFILE
- 5+ years of Canadian cloud accounting, bookkeeping, or accounting experience.
- CPA designation is considered an asset but is not required.
- Strong QuickBooks Online and cloud accounting technology experience.
- Experience with accounting clean-up, conversions, implementations, or client onboarding is considered an asset.
- 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.
- Experience working with not-for-profit organizations is considered an asset.
THE ATTRACTIONS
- Competitive compensation of $85,000-$95,000 plus up to a 12% annual performance bonus.
- Comprehensive, cost-shared benefits package, cell phone allowance, laptop, and $500 home office allowance.
- Fully remote work environment with flexible hours and half-days on Fridays in August.
- Opportunity to help build and shape AMLB's onboarding function.
- Exposure to leading cloud accounting technology and AI tools, including ChatGPT Plus and Claude.
- Ongoing coaching, mentorship, and professional development.
- Direct exposure to entrepreneurs, executive teams, and not-for-profit leaders across Canada.
