Onboarding Cloud Accountant (PH)

• 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

ABOUT AMLB

AMLB is a progressive virtual Chief Financial Officer (CFO) business that enables clients and team members to reach their potential. AMLB is growing quickly, having onboarded a portfolio of innovative clients making a real impact in a range of industries from technology to social impact. Purpose-driven and relationship-focused, we are strategic financial partners who intimately understand our clients' businesses and have built a reputation for delivering proactive advice that unleashes our clients’ performance potential.

AMLB is a fast-growing and innovative organization with strong values, progressive leadership and a collaborative, purpose-driven, and inclusive culture.  This is a unique opportunity to join an organization on a significant growth trajectory and directly contribute to the organization's success.  

The role:

• 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


• Improve our onboarding processes, documentation, and templates over time

• 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

The ideal fit for our team:

• 5+ years of hands-on, full-cycle cloud bookkeeping or accounting experience


• Strong experience with QuickBooks Online or Xero (configuration, reconciliations, catch-up/clean-up work)


• 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


• Strong written and verbal communication skills in English, including video calls with clients


• 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 close supervision


• Ability to work remotely from a reliable home office setup

• CPA, CPB, or equivalent designation (or in progress)


• Experience with Canadian bookkeeping, payroll, and/or sales tax


• Prior experience in a cloud accounting firm or BPO serving North American clients

• This role supports clients in Canada (Eastern Time)


• We require availability from 9:00 a.m.–5:00 p.m. ET, Monday to Friday

Compensation & Benefits:

• 
  Competitive compensation, commensurate with experience
  


• 
  Performance-based incentives, including a semi-annual bonus program, and opportunities for progression as the firm grows
  


• 
  100% remote from your home office
  


• 
  Generous vacation plan and half-day Fridays in August
  


• 
  Exposure to a modern tech stack and best-in-class cloud accounting tools
  


• 
  A culture that values learning, ownership, and continuous improvement
  


• 
  The opportunity to work with entrepreneurs and non-profits who are doing meaningful work in their communities
  

Please click "Apply for this job" and upload your CV

We'll be in touch shortly if there's a preliminary fit!