Client Onboarding Consultant

e2E, LLC; Kansas City (MO); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Healthcare

Retirement plans

Professional development

Hybrid/remote work

Job summary

e2E, LLC is seeking an Accounting Consultant to lead client onboarding for our accounting services in the Kansas City area. You will coordinate onboarding tasks, map ledgers, and ensure smooth transitions from onboarding to the accounting team.

The role requires 6+ years in accounting, QuickBooks Online proficiency, and strong communication skills to manage client relationships and internal operations.

Qualifications

• Bachelor’s degree in accounting is required; CPA preferred.
• Six or more years in accounting or financial operations.
• Experience with bank and credit card reconciliations, AP/AR, payroll, monthly close, and financial statements.
• Proficiency in QuickBooks Online; Ramp experience is a plus.
• Strong Microsoft Office and virtual collaboration skills.

Responsibilities

• Develop and refine a scalable client onboarding process for e2E.
• Create and manage onboarding activities, serving as contact for onboarding tasks.
• Review prospect notes to understand client goals and onboarding requirements.
• Develop onboarding timelines, schedules, and agendas; monitor SLAs.
• Communicate status, risks, and changes to leadership and onboarding team.
• Coordinate payroll setup activities and payroll provider transitions.
• Perform GL mapping and ensure alignment with accounting standards.
• Draft onboarding checklists and manuals using established templates.
• Facilitate handoff from onboarding to internal accounting team.
• Pursue continuous improvement to onboarding workflows and efficiency.

Skills

Bank reconciliations

Payroll processing

Monthly close

Financial statements

Accounts payable/receivable

General ledger mapping

Project management

Customer service

Microsoft Office

QuickBooks Online

Education

Bachelor’s degree in accounting

CPA preferred

Tools

Ramp

Dropbox

Zoom

GoToMeeting

Job description

Accounting Consultant
519 Southwest Blvd, Kansas City, MO 64108, USA
This position is based in the Kansas City, MO area, and offers remote and hybrid work arrangements. Applicants should either currently reside in the Kansas City Metro area or reside in one of the following states where e2E is already established: AL, AZ, FL, IL, KS, KY, MO, SC, TN, TX.
e2E helps startups, small businesses, and nonprofits successfully grow to the next level by providing the strategic finance, human resources, payroll services, and/or tax expertise they need to succeed, freeing them to focus on the growth and profitability of their businesses.
To learn more about e2E, visit our website at www.e2ekc.com.
The Client Onboarding Consultant plays a critical role in successfully onboarding new clients by coordinating and executing assigned accounting and finance‑related onboarding tasks. This role partners closely with internal teams and clients to ensure a smooth, accurate, and scalable transition into e2E’s services, delivering.

Essential Duties And Responsibilities

• Contribute to the development, documentation, and ongoing refinement of a comprehensive, client‑focused, and scalable client onboarding process for e2E.
• Create, own, and manage assigned client onboarding activities, serving as a key point of contact for accounting and finance‑related onboarding tasks.
• Review prospect introduction call notes and recordings to understand client goals, engagement scope, and onboarding requirements.
• Develop onboarding request lists, timelines, schedules, and agendas, and actively monitor progress against internal and client service‑level agreements (SLAs).
• Proactively communicate status updates, risks, scheduling changes, or deviations to the Chief Client Success Officer and the Client Onboarding team.
• Establish and manage onboarding schedules and task calendars for each assigned client.
• Coordinate payroll setup activities, including transitioning payroll providers when required.
• Perform general ledger mapping and ensure alignment with e2E accounting standards.
• Review, update, and correct client accounting records to ensure accurate accounting practices and compliance.
• Identify and implement efficiencies within client accounting files, including bank rules, automated processes, and report generation.
• Produce the first month of full‑charge bookkeeping for new clients as part of the onboarding process.
• Ensure accuracy and completeness of all adjusting journal entry schedules.
• Draft accounting manuals and onboarding checklists for new clients using established templates.
• Facilitate a smooth handoff and transition of clients from onboarding to the internal accounting team.
• Initiate and implement continuous improvement efforts to enhance the onboarding experience, internal workflows, efficiency, and scalability.
• Perform additional onboarding tasks and client‑related projects as assigned.

Minimum Requirements

• Bachelor’s degree in accounting required; CPA preferred.
• Six (6) or more years of relevant accounting or financial operations experience.
• Strong accounting and financial operations knowledge, including systems setup and project management.
• Hands‑on experience performing bank and credit card reconciliations, accounts payable and receivable, payroll processing, monthly close, adjusting journal entries, and financial statement preparation.
• Experience setting up and running payroll preferred.
• Proficiency with QuickBooks Online is required; experience with other accounting software like Ramp is a plus.
• Skilled in Microsoft Office Suite, document-sharing platforms (Dropbox, etc.), and virtual collaboration tools (e.g., Zoom, GoToMeeting).
• Exceptional customer service skills with a client‑centric mindset.

Knowledge, Skills, And Abilities

• Exceptional attention to detail with the ability to execute onboarding tasks accurately and efficiently.
• Excellent written and verbal communication skills, with the ability to communicate professionally and effectively with clients and internal stakeholders.
• Highly organized and capable of managing multiple client onboardings simultaneously in a fast‑paced environment.
• Expert project management, problem‑solving, and troubleshooting skills.
• Comfortable learning and leveraging new technologies to improve processes and client outcomes.
• Self‑motivated, accountable, and focused on continuous improvement.

Benefits

• Competitive salary and performance-based bonuses.
• Comprehensive benefits package, including healthcare and retirement plans.
• Professional development opportunities and ongoing training.
• Collaborative and innovative work environment.
• Opportunity to work with diverse and exciting clients.
• Company culture that values creativity, initiative, and growth.

Additional Information: All offers are contingent on successful completion of a background screen.