Staff Accountant Client Onboarding
Overview
Implementation Staff Accountant builds financial foundation for new clients. This role transforms messy books into organized systems. It offers immediate impact shaping client relationships through clean financial setups.
What You'll Do11
- 1Clean up and standardize QuickBooks Online files
- 2Reconcile bank accounts credit cards loans and balance sheet accounts
- 3Review historical transactions resolve accounting inconsistencies
- 4Prepare adjusting journal entries for accruals payroll depreciation and reclassifications
- 5Prepare accurate financial statements establishing reliable accounting foundation
- 6Assist with software implementations including payroll systems POS integrations and third-party applications
- 7Maintain organized workpapers throughout implementation phases
- 8Communicate directly with clients requesting information answering questions and keeping projects moving forward
- 9Partner with Implementation Manager and internal accounting team for smooth transitions
- 10Complete implementation projects within established timelines
- 11Recommend workflow improvements enhancing client experience and internal efficiency
Requirements9
- 1Experience in bookkeeping accounting public accounting CAS or outsourced accounting environments
- 2Strong QuickBooks Online proficiency
- 3QuickBooks Online ProAdvisor certification preferred
- 4Solid understanding of reconciliations journal entries financial statements payroll accrual accounting and month-end processes
- 5Strong organizational skills managing multiple implementation projects simultaneously
- 6Excellent written verbal communication abilities
- 7Ability to work independently while collaborating with teammates
- 8Curious adaptable mindset eager to learn new technologies and accounting systems
- 9Associate's or Bachelor's degree in Accounting or related field preferred
Salary Insight
$58 - $62k per year
Location
Required Skills
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