Special Projects & Transitions Bookkeeper (PH)

ConnectCPA LLP; Canada; Remote; CAD 40,000 - 70,000; Full time

Job summary

An innovative online accounting firm is seeking a motivated bookkeeping professional to join their dynamic team. This role offers the chance to work from home, enjoy a casual work environment, and contribute to a culture that values creativity and collaboration. As part of this forward-thinking company, you'll coordinate bookkeeping processes, train new staff, and maintain client relationships while leveraging the latest technology. If you're passionate about accounting and thrive in a tech-savvy atmosphere, this opportunity is perfect for you.

Benefits

Work from home

Brand-new laptop

Flexible work hours

Casual dress code

Valued opinions and ideas

Qualifications

• Several years of bookkeeping experience with multiple clients.
• Excellent understanding of accrual bookkeeping and payroll.
• Tech-savvy with bookkeeping software.

Responsibilities

• Coordinate the handoff of bookkeeping files from previous bookkeeper.
• Review and implement bookkeeping procedures as needed.
• Train new bookkeepers on transitioning accounts.

Skills

Communication Skills

Organizational Skills

Time Management

Accrual Bookkeeping

Client Relationship Management

Tools

Xero

QuickBooks Online (QBO)

Dext

AX

Shopify

Job description

ConnectCPA LLP is not your traditional accounting firm. We are an online / virtual firm, paperless, and tech-savvy. We are growing rapidly, and are in search of a team member that meshes with our unique firm culture.

We are a Licensed Chartered Professional Accounting (CPA) firm that operates with a startup mentality: We experiment, collaborate, embrace new technologies, and have fun doing it.

We are breaking every “accounting firm” stereotype: We dress casually, use Slack and Zoom to communicate, and foster a culture of trying new things every day.

Find out more about us on our website and social media.

You can see the highlights from our PH retreat.

Why us?

We’ve been there before. You may be unhappy working in a bureaucratic culture where dress codes, fixed hours, and your voice are limited.

At ConnectCPA, we want you to enjoy your career, and here is how we make it happen:

• Work from your home office (who doesn't love that?)
• Receive a brand-new laptop from us
• Everyone's opinions and ideas are valued to improve the firm
• We are a diverse, easy-going firm
• No formal wear required

What is the role?

• Coordinate the handoff of bookkeeping files from the previous bookkeeper
• Perform cleanup of bookkeeping records
• Review the bookkeeping process and cadence for clients
• Implement or adjust bookkeeping procedures as needed
• Create and maintain thorough documentation of processes
• Communicate with clients to ensure bookkeeping is maintained and improve processes

Catch-Up Projects:

• Provide coverage for existing bookkeepers during absences or vacations
• Handle bookkeeping catch-up for new clients if necessary

Training:

• Train new bookkeepers on transitioning accounts
• Assist with demo files for incoming bookkeepers if needed

Required Experience:

• Several years of bookkeeping experience with multiple clients
• Excellent understanding of accrual bookkeeping, payroll, debits and credits, bank reconciliations, and more
• Deep knowledge of how accounting systems work: invoicing, payables, tax rates, etc.
• Experience in a fast-paced environment
• Tech-savvy: experience with bookkeeping software like Xero, QBO, Dext, AX, Shopify

Required Skills:

• Excellent written and verbal communication skills
• Hyper-organized
• Social, presentable, and well-spoken to foster client relationships
• Independent, motivated, and a self-starter
• Ability to manage multiple clients simultaneously
• Strong work ethic

Other Skills and Requirements:

• Passion for technology and quick learner of new software/apps
• Reliable internet connection (minimum Mbps upload/download speeds)
• Knowledge of online accounting software (Xero, QBO, etc.) is an asset

If selected for an interview, you'll be asked to submit a one-way video application.