Remote Cloud Accounting Onboarding Lead

TEEMA; Toronto; On-site; CAD 85,000 - 95,000; Full time

Job summary

TEEMA is seeking an Onboarding Cloud Accountant for Canada based in North York, Ontario. You will lead onboarding engagements, develop plans and timelines, and coordinate activities across stakeholders to transition clients to ongoing cloud-based accounting services.

The role emphasizes QuickBooks Online proficiency, project management, and the ability to manage multiple client projects in a fast-paced remote environment. CPA is an asset but not required.

Qualifications

• 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.

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.

Skills

Cloud accounting

QuickBooks Online

Project management

Communication skills

Multitasking

Remote work

Not-for-profit experience

Job description

TEEMA is seeking an Onboarding Cloud Accountant for Canada based in North York, Ontario. You will lead onboarding engagements, develop plans and timelines, and coordinate activities across stakeholders to transition clients to ongoing cloud-based accounting services.

The role emphasizes QuickBooks Online proficiency, project management, and the ability to manage multiple client projects in a fast-paced remote environment. CPA is an asset but not required.