Client Onboarding Lead — Clean Books for QuickBooks

First Valley Accounting; Philippines; Hybrid; PHP 715,000 - 967,000; Full time

Job summary

First Valley Accounting is seeking a full-time Client Onboarding Manager to take ownership of new client bookkeeping setup, cleanup, and organization before accounts are transitioned to the ongoing bookkeeping team. This role emphasizes strong QuickBooks Online knowledge and meticulous work to ensure clean client books.

The position offers a hybrid schedule with half the hours overlapping U.S. business hours, a 40-hour work week, and compensation of $1,200 USD per month.

Qualifications

• Strong QuickBooks Online and bookkeeping knowledge.
• Experience cleaning up messy or inaccurate books.
• Experience managing or reviewing other bookkeepers.
• Strong understanding of Balance Sheets and P&L statements, reconciliations, and account structure.
• Strong written English and ability to manage multiple projects independently.

Responsibilities

• Review new client QuickBooks Online files, identify cleanup issues, and determine the work needed.
• Oversee and manage our bookkeeping cleanup team, assign tasks, and review completed work for accuracy.
• Review and correct reconciliations, Chart of Accounts, AR/AP, loans, payroll, fixed assets, equity, and historical transaction issues.
• Request missing documents, statements, or information from clients by email.
• Organize and structure each client's books so they are ready for ongoing monthly bookkeeping.
• Document completed work, outstanding issues, and coordinate the final handoff to the bookkeeping team.

Skills

QuickBooks Online

Bookkeeping

Accounting

Team management

English writing

QuickBooks ProAdvisor

Balance Sheets

P&L statements

Tools

QuickBooks ProAdvisor Certification

Job description

First Valley Accounting is seeking a full-time Client Onboarding Manager to take ownership of new client bookkeeping setup, cleanup, and organization before accounts are transitioned to the ongoing bookkeeping team. This role emphasizes strong QuickBooks Online knowledge and meticulous work to ensure clean client books.

The position offers a hybrid schedule with half the hours overlapping U.S. business hours, a 40-hour work week, and compensation of $1,200 USD per month.