Do you love the paperwork and manual processes that go along with bookkeeping? Do you resist learning new technologies? If so, don’t bother applying.Who we areWe believe entrepreneurs can change the world. Our role is to help them navigate their financial blind spot with intuitive financial information to support better decision-making.For entrepreneurs to change the world, we must completely change how financial information is managed and delivered. In a survey of over 10,000 SME owners, 40% of entrepreneurs think accounting and taxes are theworstpart of owning a business. The result is almost always the avoidance of all things accounting-related leasing, leading to a financial crisis.But there is a better way. It’s what we do, and it’s different from what’s out there. We’ve developed a system to empower entrepreneurs and turn accounting from a source ofpainto a source ofpower .Automated, systemized, straightforward. We’re changing accounting for the better.Our promise to customersIn less than 15 minutes per month, our clients willClearly understand their financial positionUnderstand the top 3-5 issues facing their business from a financial perspectiveHave a plan of action to address those issuesUnderstand the non-issues they don’t have to worry aboutAll of this can be accomplished for the clients without them ever having to open a set of financial statements (which they likely don’t understand, anyway),What we doWe outsource accounting for service-based businesses with $2mm to $15mm in revenue. While we handle the day-to-day bookkeeping and controllership function for our clients, we stand apart through our:Data visualizationDeep dive into financial analytics and insightsPrioritization of critical issuesTranslation of “accounting speak” into entrepreneurial language,



making it understandable and actionable for the entrepreneur.Who you areYou are the right fit for the team if all of these points resonate with you:You are a master at your onboarding bookkeeping craft, you have 2+ years of bookkeeping experience, preferably in onboarding new clients, amazing attention to detail, can work well under pressure, and can meet and sometimes exceed those tight deadlinesYou love implementing and working with cloud-based accounting software such as QBO, Dext, Plooto, PayEdge, etc.You love being part of a high-performance team and working closely with other accounting professionals and clients.You work well within established processes and procedures, but are not afraid to speak up if something isn’t working.What we offerIf you join our team you will enjoy an unparalleled work experience that prioritizes your well‑being and growth. We offeruncapped time off, allowing you to recharge as needed, andscheduled flexibilityto suit your lifestyle. Benefit frompay transparencywith clear levels for advancement within the company and your role, ensuring you always know where you stand and how you can grow. After just three months, you’ll have access to aHealth Spending Account (HSA), and you can work100% remote,giving you the freedom to work from anywhere in the world (keeping North American time zone hours of course!) We provide atech allowanceand alaptopto support your work,



and we are committed to supporting your personal and professional development through various resources and opportunities.Our starting wage for an onboarding bookkeeper is$62,000.00a year.What the roles and responsibilities areParticipate in the Diagnostic Process, including meeting with the client to gain a holistic understanding of current accounting-related processes and debriefing with the onboarding team on any special projectsExecute on the onboarding plan in conjunction with the onboarding accountant to meet the smooth sailing dateAccounts Payable- Processing vendor invoices and payments, updating and documenting processes, training the client and team membersAccounts Receivable- Updating and documenting processes, processing payments to keep files current, training the client and team membersBank & Credit Card feed- Execute on the onboarding plan, including rolling out new processes and systems accordingly. Processing feeds to clear out old transactions, updating and documenting processes, training the client and team membersCreation of new process documentation for all aspects of the client file. Training the client and stakeholders on all new processes.Interested in what we can offer? Send in your resume to or apply directly on our website. We go through a rigorous process to select the right person for the right seat.We are an equal opportunity employer and welcome applications from all backgrounds, experiences, and perspectives. Our commitment to diversity and inclusion ensures a supportive and collaborative workplace where every team member can thrive. We believe that a diverse team drives innovation and excellence, and we are dedicated to fostering an workplace where everyone feels valued and empowered.BenefitsCasual dressEmployee assistance programExtended health carePaid time offWellness programWork from homeJob Type: Full-timePay: $62,000.00 per yearWork Location: Remote#J-18808-Ljbffr

📌 Onboarding Bookeeper - $62,000 A Year - Remote (Toronto)
🏢 Shift Financial Insights
📍 Toronto