Onboarding Manager - Remote Client Accounting

About Bookkeeper360:

Bookkeeper360 is a financial technology solution that helps businesses manage their finances. Our accounting team delivers a comprehensive suite of services, including full-service accounting, payroll, tax, and advisory, along with AI-driven software that provides real-time dashboards and insights. Since 2012, Bookkeeper360 has been the trusted choice for thousands of small business owners. Our commitment to excellence and client success has earned us independent recognition as one of the top online bookkeeping solutions by publications such as NerdWallet, Forbes, and Entrepreneur Magazine. 

If that is not awesome enough, here are some other reasons why you should work with us:

We have been recognized by Inc. 5000 Fastest Growing Companies and an Inc. 5000 Best Places to Work. Most recently, we have been named in Accounting Today’s 2024 Best Firms to Work For. 🙌

We have earned a 4.8 Google ranking from 1,000+ customers due to our hardworking and dedicated team. 🤗

We were voted best overall Bookkeeping Solution for Small Businesses by NerdWallet for the past three years, Entrepreneur for 2023, and TechRepublic for 2024. 💪

Our firm is in a hyper-growth stage, and we are expanding our team to service our fast-growing client base. 🚀

About the role:

This position works within our Onboarding Department and is an integrated part of managing our clients’ success. You will be managing a team of like-minded individuals and the following day-to-day responsibilities:

What you'll do as an Onboarding Manager at Bookkeeper360:

• Apply strong accounting knowledge and technical abilities to review financial statements, accounting software (QuickBooks, Xero), and bank transactions to assess bookkeeping needs.

• Calculate service costs based on transaction volume, account complexity, and scope of work.

• Identify discrepancies, incomplete records, or areas requiring cleanup services.

• Generate formal quotes and proposals for potential clients within a two (2) day timeframe

• Establish, Build, and Manage client relationships

• Manage a team of 2-5 Accountants to ensure timely, accurate onboarding of all new clients

• Build processes and create operational efficiencies within client portfolios

• Build a chart of accounts based on business functions and reporting needs

• Ensure Accuracy, Quality Control, and profitability of Onboarding Department

• Management and oversight of client financial statements on an accrual-basis accounting

• Facilitate an effective transition of clients from the Onboarding Department to the Client Services Department

• Reconcile year-end tax and payroll to books

• Review workflow and business operations and make cloud technology and app recommendations to increase efficiencies

• Apply knowledge of inventory costing, valuation, and internal controls

• Assist Sales Team members as needed with quoting client engagements

• Proactive in raising questions and issues to bring to leadership's attention

• Cross-sell Bookkeeper360’s platform of services

• Point of contact for escalation for client-related issues

How to be successful in this role:

• Must be Driven, Accountable, Humble, and Team-Oriented

• A drive to do better and be better: You’re not satisfied with “good enough,” and something that needs fixing isn’t just someone else’s job. You love to be innovative, bring new ideas to the table, and drive improvement; within your own team and across the organization

• A people-oriented mindset: You understand that people are everything. You’re collaborative, optimistic and you listen to understand, remaining kind, humble, and empathetic in all interactions

• 🎶Everyday we’re hustling🎶: You are highly motivated, determined to succeed, and comfortable with change and ambiguity. You have a humble, team-player attitude and are ready and willing to help out wherever you are needed most

• A thirst for knowledge: This role is as challenging as it is rewarding. You’re excited to take on new challenges and have a passion for learning new concepts.

• A “tech guru”: As a fully remote company, strong computer skills, as well as strong financial analytical skills, are important to our success. If you are proficient in Quickbooks Online or Xero, Shopify, Bill.com, and Gusto, communication and collaboration tools like GoogleMeets and GoogleChat, and you enjoy learning how to use new softwares and tools, you’ll fit right in

Experience required:

• 4-year degree in accounting (BS/MS/MBA) | CPA preferred

• Minimum of 5 years of accounting experience 

• 3-5 years experience in a managerial role

• 2-3 years experience onboarding new clients

• Cloud-based accounting experience

Gets you to the top of the list:

• Thrives in a fast-paced environment

• Has a thirst for knowledge of the newest accounting technology and for utilizing technology to build efficiencies

• A passion for serving small businesses 

• Proven track record of providing valuable insights to small businesses; helping them grow

• Experience managing cash flow for small businesses

• Certified in Quickbooks Online and/or Xero

• Experience working with various 3rd party apps integrations such as Shopify, Amazon Seller Central, A2X, Bill.com, Expensify, and Gusto

• Experience with project management softwares such as ClickUp, Asana, Monday.com, and/or Keeper

• Experience in e-commerce, product companies, technology, professional service business, and/or real estate industries

• Strong understanding of Google Workspace functions, including Google Sheets, Google Drive, and Gmail.

What you can expect as a Team Member:

• Salary range from $90,000-$110,000/year + variable compensation plan after the first 6 months

• Comprehensive benefits package including medical, dental, vision, and 401K with employer match

• Paid parental leave and job security for all new parents (Moms, Dads, Adoptive, Foster)

• Fully remote workplace

• Unlimited PTO after the first year

• Company-paid holidays

• Virtual team-building activities and other company-wide events

• Collaborative team-based work environment

• Career path and advancement opportunities - company policy of promoting from within

At Bookkeeper360, we are committed to hiring diverse talent of different backgrounds, and as such, it is important to us to provide an inclusive work environment for all. We do not discriminate on the basis of race, gender identity, age, religion, sexual orientation, veteran or disability status, or any other protected class. As an equal opportunity employer, we encourage and welcome people of all backgrounds to apply.