Onboarding Associate

Who we are

At ConnectCPA , we’re not your traditional accounting firm. We are an online/virtual firm, paperless, and tech-savvy. We are growing rapidly and searching for a team member who meshes with our unique firm culture.

We are a Licensed, Chartered Professional Accounting (CPA) firm that operates with a startup mentality: we experiment, we collaborate, we embrace new technologies, we automate, and we actually like Mondays (most of the time).

We’re big believers in working smart, not just hard. We wear hoodies, not suits. We talk on Slack more than email. And we’re constantly on the lookout for new tools and better ways of doing things. We’ve made growth and innovation a part of our DNA.

Want a peek behind the scenes? Check us out on our Website, Twitter and Instagram.
Why us?

We’re building a workplace where people can grow, feel heard, and actually enjoy their work. Here’s what that looks like:

- Fully Remote. You will be working from your home office (who doesn't love that?)

- Room to grow. Opportunities for career development and annual performance increase

- Fully paid for health, dental, and vision benefits. Plus access to virtual healthcare

- Fridays off in July & August (yep, paid!)

- Paid December holiday shutdown. Rest, recharge, repeat.

- Equipment Provided. A brand-new laptop and all the gear you need to hit the ground running.

- Your voice matters. From improving workflows to shaping our culture, everyone has a seat at the table.

- Supportive, inclusive, and low-ego environment. We value respect, collaboration, and open communication, without unnecessary corporate politics.

- Comfortable, casual, and professional. We don’t require formalwear; wear what helps you do your best work, while remaining presentable and client-ready when needed.

What is the role?

This role is ideal for the accountant who wants a change from traditional accounting firm work.

In this client-facing role, you will utilize various accounting and financial technology platforms and apps to help streamline our clients’ operational and accounting processes. We convert our clients from traditional accounting systems to cutting-edge cloud accounting solutions.

- Integrate receipt management applications, e-commerce platforms, and inventory management systems with cloud accounting platforms

- Train internal and external stakeholders on the accounting system design and workflow

- You will be researching, testing, and stitching together cloud accounting solutions to meet our clients' unique needs

- Build internal and external processes and documentation for the cloud accounting process

- Provide ongoing support to clients and the team in relation to accounting systems, integrations, and issues throughout the onboarding phase

Most of your time will be spent on client and team training. You need to be extremely personable and patient, and you must possess leadership qualities.
Required Experience

- An excellent understanding of accrual bookkeeping, payroll, debits and credits, clearing accounts, bank reconciliations, and more

- An excellent understanding of the ins and outs of how an accounting system works: Invoicing, payables, bookkeeping, tax rates, etc.

- Prior bookkeeping experience in a fast-paced environment of at least 5 years

- Working knowledge and experience with Xero and QBO

What you bring to the table:

- Great communicator. You’re confident, clear, and professional in both writing and conversation. Clients trust you, and teammates love collaborating with you.

- Organized & efficient. You can juggle multiple clients and tasks without dropping a beat.

- Self-starter energy. You’re proactive, motivated, and comfortable working independently in a remote setting.

- Tech-savvy. You learn new software quickly and maybe even geek over automations and workflow hacks.

- Accounting know-how. Bookkeeping, invoicing, payables, tax rates, and more. Experience with tools like Xero, QBO, Hubdoc, and Dext is a big