Cloud Accounting Onboarding Specialist

1 week ago

Ottawa, Ontario, Canada Business Sherpa Group Full time

About Us...
Business Sherpa Group (BSG) provides flexible business management consulting services to small and mid-sized organizations.

We're an all-star team of virtual back-office specialists delivering services in areas of finance, human resources, recruitment, and executive solutions to guide our clients to peak performance.

Our clients range from high-tech start-ups to not-for-profits, to owner-operated businesses.

We're looking for an Onboarding Specialist to join our dynamic Cloud Accounting practice.

Reporting to the Practice Lead, in this role you will be focused on enabling our clients to digitize their finance operations through the adoption of a range of web-based accounting systems and tools.

In addition, as an expert accountant, you'll play a key role in onboarding new clients, ensuring their ledgers are organized, up to date, and properly integrated into our technology stack.

You'll function as a trainer, trusted advisor, and in-house bookkeeping expert to our clients, using cutting-edge technology to deliver exceptional service.

This is a remote, full-time position.


A super tech savvy accountant who can take complete ownership of the full accounting cycle for a range of clients, and communicate and collaborate effectively with peers, managers, and executives.

You're a go-getter who thrives in finding solutions to challenges, especially in unconventional situations.

You're technically strong in QBO, Dext and Plooto, and you have exposure to a variety of other accounting systems such as payroll, inventory management, CRM etc.

Above all, you share our passion for bringing value to clients, enabling leadership teams to make better business decisions by combining, integrating, and implementing modern cloud technology designed around their business.


What you'll do...
While there's no such thing as a 'typical' day, you'll spend a good chunk of your time...

  • Guiding clients through some of the change management components in transitioning to cloudbased accounting systems.
  • Supporting onboarding efforts such as restructuring charts of accounts, database catchup/clean ups, and configuring systems and software features to suit clientspecific accounting needs.
  • Managing the fullcycle bookkeeping function for clients, working closely with them to prioritize your work to meet their business needs.
  • Developing an understanding of clients' financial workflows and processes to effectively align and improve with new processes and the implementation of technologies.
  • Documenting migration processes, outlining the client journey, and contributing to the development of new ideas and approaches to improve work processes.
  • Providing followup training sessions with clients and team members as needed.
  • Solving accounting puzzles by researching and reconciling discrepancies and ensuring that the accounting is in good order.
  • Competently using software such as Dext, Plooto, Xero and Excel.

You should have

  • 3+ years' handson accounting experience, including AP/R, invoicing, reconciliations, financial statement preparation and payroll.
  • College Diploma in Accounting or a closely related field.
  • Indepth knowledge of cloudbased accounting packages, and the ability to learn new ones.
  • Proven ability to work independently and effectively, with exceptional communication skills.
  • Excellent client service skills, with the aptitude and curiosity for understanding clients' operations and maintain strong client relationships.
  • Strong organizational skills and high ethical standards.
  • Enthusiasm for what you do and the desire to help organizations be more efficient.
  • Business Sherpa Group is dedicated to building an inclusive and diverse workforce that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be. We do not discriminate based upon race, religion, nationality, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy, physical or mental disability, or any other characteristics protected by law._
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