About YBL

At YBL Accounting, we are a team of innovative problem solvers committed to delivering an exceptional client experience. We work closely with business owners who have big goals, providing them with the tools, resources, and expertise needed to fulfill their potential. Our firm is known for its collaborative and innovative culture, where we leverage technology to provide outstanding service. We specialize in serving diverse industries, including real estate, healthcare, consulting, and high-level trades. Our team is composed of dedicated professionals passionate about growth, both personally and professionally. We believe in the power of teamwork and strive to create an environment where everyone can thrive. At YBL Accounting, we prioritize collaboration, honesty and adaptability, to drive continuous improvement and alignment within our team. For more information, visit www.ybl.ca.

How Our Bookkeeping Team Works

At YBL, bookkeeping is structured to support both quality and scalability. Our team operates across three roles:

- Staff Bookkeeper - Focuses on data entry and preparation work.
- Experienced Bookkeeper - Handles preparation work and may manage simpler client files from start to finish.
- Senior Bookkeeper (this role) - Owns complex client engagements, manages client relationships, reviews all work, and develops the team.

This structure allows our Senior Bookkeepers to focus on high-value work, including reviewing files, solving complex issues, improving client processes, and supporting both clients and internal team members.

About the Role

Senior Bookkeepers play a critical role in delivering high quality bookkeeping services for complex client engagements. They act as the Bookkeeping Client Manager for these engagements, overseeing the full bookkeeping workflow while ensuring financial records remain accurate, organized, and ready for reporting and advisory.

These engagements typically involve more complex bookkeeping requirements such as multi entity structures, intercompany activity, multi currency transactions, advanced reporting needs, or higher transaction volumes. Utilizing cloud based accounting systems including QuickBooks Online, Double, and other client specific software, Senior Bookkeepers manage client bookkeeping engagements, oversee financial reporting, and maintain strong client relationships.

Senior Bookkeepers coordinate work across the bookkeeping team by delegating preparation tasks to Staff Bookkeepers and Experienced Bookkeepers. They perform secondary reviews of bookkeeping files to ensure accuracy and consistency before financial statements are finalized and delivered to clients.

Senior Bookkeepers also support clients who manage their own bookkeeping through YBL’s Support Bookkeeping services by conducting file reviews, providing guidance, and delivering training to help clients maintain accurate financial records.

While advisory services are primarily delivered by Senior Accountants, Senior Bookkeepers play an important role in identifying financial trends or issues and collaborating with the accounting team to ensure financial data supports meaningful business insights.

In addition to client responsibilities, Senior Bookkeepers contribute to process improvement, support the development of bookkeeping team members, and assist the Bookkeeping Team Lead in executing departmental priorities within YBL’s EOS framework.

This role is ideal for someone who:

- Enjoys solving complex bookkeeping problems
- Takes ownership of issues and follows them through to resolution
- Is confident managing client relationships
- Wants to mentor and develop other team members
- Is comfortable working with a variety of systems and tools including AI
- Thrives in a structured, process-driven environment

What You’ll Be Responsible For:

Client Management and Financial Oversight

- Manage a portfolio of complex bookkeeping clients




- Oversee bookkeeping from preparation through financial statement delivery
- Communicate with clients regularly and act as their primary point of contact
- Deliver accurate and timely financial reports
- Prepare and file HST and other sales tax returns
- Support the onboarding of new bookkeeping clients, including assisting with file setup and initial process alignment

Delegation and File Oversight

- Delegate bookkeeping preparation work to Staff and Experienced Bookkeepers
- Ensure work is progressing efficiently across all client files
- Review work and ensure it meets YBL quality standards
- Provide coaching, feedback, and technical guidance to support team development

Technical Bookkeeping and Problem Solving

- Identify discrepancies, inconsistencies, and process issues within financial data
- Take ownership of resolving bookkeeping issues from start to finish
- Troubleshoot complex bookkeeping challenges across a variety of client files
- Perform cleanup and catch-up work, including correcting historical records and bringing books to a reliable state
- Ensure financial records are accurate, complete, and ready for reporting and review

Review and Quality Control

- Perform secondary reviews on all bookkeeping files
- Ensure reconciliations, documentation, and reporting are complete and accurate
- Maintain a high standard of quality across all assigned engagements

Client Operations and Systems Improvement

- Identify inefficiencies within client bookkeeping and financial workflows
- Recommend improvements to processes, systems, and tools
- Support implementation of accounting software and workflow improvements
- Work within a variety of bookkeeping and operational systems across client engagements
- Collaborate internally to scope and support more advanced system or automation improvements when needed
- Bring improvement opportunities forward to leadership and contribute to execution

Support Bookkeeping and Client Training

- Conduct file reviews for clients who manage their own books
- Prepare clear summaries of corrections and recommendations
- Train clients on QuickBooks Online and bookkeeping best practices
- Participate in structured training sessions and support initiatives

Team Development

- Mentor and develop Staff and Experienced Bookkeepers through coaching and feedback
- Help raise the technical skill level across the bookkeeping team
- Reinforce best practices and maintain consistency in file quality

Process Improvement and EOS Alignment

- Follow and improve YBL bookkeeping workflows and systems
- Support quarterly priorities and team initiatives
- Identify opportunities to improve efficiency and scalability across the department

Technology and Systems

- Utilize YBL’s accounting technology stack including QuickBooks Online, Double, and other client specific software.
- Support the implementation and use of accounting applications within client bookkeeping systems.
- Assist with optimizing workflows through accounting technology and integrated applications.
- Use Claude, as a standard part of daily workflow with the associated mcp servers. Some use cases include drafting client communications in the ybl voice, completing file reviews, and supporting file preparation and advisory.
- Apply department-specific Claude Projects, Skills, and connected tools as they roll out to the bookkeeping team, and flag workflows where AI assistance could improve consistency or turnaround time.
- Follow YBL’s AI Use Policy at all times.

What Success Looks Like





- You take full ownership of your client files and ensure nothing falls through the cracks
- You identify issues before they become problems
- You solve bookkeeping challenges independently and efficiently
- You are comfortable working through messy or incomplete records and bringing them to a clean state
- Your files are clean, accurate, and always ready for review
- Your team produces high-quality work because of your guidance
- Clients trust you and rely on your communication and expertise
- You proactively identify opportunities to improve client processes, systems, and workflows and help move those improvements forward
- Collaborates effectively with Staff and Senior Accountants to support advisory work and year end preparation.
- Uses Claude and other approved AI tools thoughtfully and consistently to improve speed and consistency, while maintaining full personal accountability for anything AI-assisted before it reaches a client.

Requirements

- 5+ years of bookkeeping experience, ideally in a public accounting or multi-client setting
- Extensive experience with QuickBooks Online across multiple clients, including advanced features such as multi-currency, projects, reporting, and troubleshooting
- Strong understanding of bookkeeping workflows, reconciliations, financial reporting and cloud-based accounting apps & integrations.
- Experience reviewing bookkeeping work and managing client files
- Exposure to multiple bookkeeping platforms and systems, with the ability to adapt to different tools and environments
- Ability to manage multiple clients and deadlines in a fast-paced environment
- Strong communication and client management skills
- High attention to detail and strong problem-solving ability
- Exposure to multi-entity, multi-currency, or complex bookkeeping environments
- Basic understanding of payroll processes to support account reconciliation and collaborate with internal payroll specialists

Location Flexibility

This role can be fully remote, hybrid, or in-office. While not required, candidates who are local to the Oshawa area and available for occasional in-person support or file handling are considered an asset.

Why Join YBL

- Work Where You Want Policy: In-office (Oshawa, ON), Hybrid, or fully Remote.
- Flexible Work Hours: Provides the ability to balance personal commitments with professional growth.
- Culture of Teamwork and Compassion: Be part of a culture that believes in teamwork, collaboration, continuous improvement, and leading with compassion.
- Competitive Time Off Program.
- RRSP Matching Program.
- Health Spending Account.
- Educational Assistance Program.
- Growth Opportunities: Make a significant impact on the growth and success of our firm and our clients - as we grow, you grow!

Important Note

This role requires strong, hands-on QuickBooks Online experience across multiple client files. This is not a basic bookkeeping role. You will be expected to take ownership of client files, solve complex issues, improve systems and workflows, and support the development of the bookkeeping team. If you are primarily looking for a data entry or execution-focused role, this position will not be the right fit.

How to Apply

We do not review applications through Indeed. Please complete our intake form here:

https://ybl.ca/who-we-are/

Final Thought

This is a role for someone who wants to take ownership, solve real problems, and help shape how bookkeeping is done. If that sounds like you, we would love to hear from you.

Job Type: Full-time

Pay: $29.00-$35.00 per hour

Benefits:

- Casual dress
- Company events
- Flexible schedule
- On-site parking
- Store discount
- Tuition reimbursement

Experience:

- Extensive QuickBooks ONLINE: 5 years (required)
- Public Accounting Firm: 3 years (required)
- Claude: 1 year (preferred)

Licence/Certification:

- QBO Certification from Intuit? (preferred)

Work Location: Remote

📌 Senior Bookkeeper (Canada)
🏢 YBL Accounting
📍 Canada