Cloud Accounting Specialist — Onboarding & Insights

Baker Tilly GWD; Guelph; On-site; CAD 40,000 - 56,000; Full time

Job summary

Baker Tilly GWD LLP in Guelph, ON is hiring a Cloud Accounting Specialist to support clients with cloud-based bookkeeping, reporting, and advisory services. You will onboard new clients, migrate them from desktop to cloud, maintain audit-ready files, and train staff while delivering accurate financial data and practical insights.

The role offers a fixed term, full-time 18 months with potential extension, and opportunities to grow CPA-ready experience.

Qualifications

• Diploma or degree in Bookkeeping, Accounting, Finance, or related field is considered an asset.
• 2–5 years of bookkeeping or cloud accounting experience in public accounting or a similar environment
• Progress toward or completion of CPA designation is an asset but not required
• Produces accurate, well‑organized financial records
• Communicates clearly with non‑accounting stakeholders
• Manages multiple clients and deadlines effectively
• Solves problems independently and escalates when needed
• Adapts quickly to new systems and client environments
• Strong experience with cloud accounting systems (QuickBooks Online preferred)
• Experience with app integrations (e.g., Dext, Hubdoc, Wagepoint, Plooto, Shopify)
• Experience with CaseWare and desktop accounting software is an asset
• Advanced Excel skills
• Comfort with digital workflows and document management tools

Responsibilities

• Maintains full cycle bookkeeping and payroll functions using cloud accounting platforms (QuickBooks Online, Xero, Sage Intacct, Wagepoint, etc)
• Records transactions, reconciles accounts, and ensures data accuracy and completeness
• Reviews, reconciles and organizes historical accounting records for catch-up and clean-up projects
• Identify issues and errors and investigate discrepancies for discussion with supervisor for resolutions
• Acts as a day-to-day contact for client questions and issue resolution
• Leads onboarding of new clients into cloud accounting services
• Transitions clients from desktop or manual processes to cloud solutions
• Cleans up historical data and establishes accurate opening balances
• Builds standardized, scalable workflows for new engagements
• Trains clients on systems, processes, and best practices for recordkeeping
• Identifies trends, risks, and opportunities in financial data
• Responds to client inquiries and resolves accounting issues in a timely manner
• Provides guidance on best practices for recordkeeping and system use
• Maintains audit-ready files and supporting documentation
• Assists with T4s, WCB, HST/GST filings, payroll remittances, and other compliance tasks
• Supports year-end file preparation and coordination with tax and assurance teams
• Lead, mentor, train and develop staff, while providing direction and support to Managers.
• Build high-performing teams through coaching, feedback, performance management and knowledge sharing.
• Practice and professional development.
• Lead practice and professional development initiatives that strengthen technical capability, consistency, efficiency and collaboration across the firm.
• Support continuous improvement by advancing firm processes, innovation and operational effectiveness.
• Mentors and supports junior staff on client files and cloud tools
• Reviews work and provides clear, actionable feedback
• Delivers training on cloud systems, workflows, and bookkeeping standards
• Shares best practices and drives consistency across engagements
• Standardizes workflows and templates across client engagements
• Contributes to development of internal SOPs and training materials
• Identifies inefficiencies and implements scalable solutions
• Identifies opportunities to expand services based on client needs
• Builds strong client relationships and contributes to retention

Skills

Cloud accounting

QuickBooks Online

Xero

Sage Intacct

Dext

Hubdoc

Wagepoint

Plooto

Shopify

CaseWare

Desktop accounting

Excel

Education

Diploma or degree in Bookkeeping, Accounting, Finance

Progress toward CPA designation

Tools

CaseWare

Desktop accounting software

Job description

Baker Tilly GWD LLP in Guelph, ON is hiring a Cloud Accounting Specialist to support clients with cloud-based bookkeeping, reporting, and advisory services. You will onboard new clients, migrate them from desktop to cloud, maintain audit-ready files, and train staff while delivering accurate financial data and practical insights.

The role offers a fixed term, full-time 18 months with potential extension, and opportunities to grow CPA-ready experience.