You know accounting. You enjoy people. You’re ready to put the two together.

You’ve built a strong accounting foundation and enjoy working with different clients. You ask good questions, notice when something doesn’t make sense, and get satisfaction from helping someone understand or solve a problem.

Perhaps you’re an emerging CPA who enjoys public practice but is ready for more variety than preparing compilation after compilation. You want to work directly with business owners, put recommendations into action, and see the difference your work makes.

At Plugged-IN CPA, we’re looking for someone to combine accounting expertise with client relationships, implementation, innovation, and team development. This is an prospect to take ownership of meaningful projects and grow toward broader leadership within our Client Accounting Services department.

Help owners run their business, rather than have their business run them

Our clients come to us because they want to focus on running their business. They want their accounting responsibilities handled properly, their financial information easy to access, and someone who can help them understand what it means.

You’ll lead current-client onboarding by getting to know the business: how it operates, what the owner needs, which systems are in place, and where things are becoming difficult. You’ll use your accounting judgment to recommend practical improvements and coordinate the setup.

That could mean improving invoicing so a client gets paid faster, simplifying payroll information collection, implementing accounting software, or helping an owner understand their financial reports.

You’ll work with clients through implementation, answer questions, resolve issues,



and confirm that the agreed setup is working. Once they are confident and ready for ongoing service, you’ll coordinate a clear handoff to our experienced bookkeeping and payroll professionals.

The role

Our Client Accounting Services (CAS) team provides ongoing bookkeeping, payroll, and financial reporting. Your role helps establish and improve the accounting systems, processes, and knowledge that make those services successful. Routine bookkeeping processing is not the core responsibility of this position.

Your initial priorities will be onboarding, implementations, and client success. As you become established, you’ll also strengthen our team’s technical capabilities, develop training and resources, and drive improvements and innovation across the department.

What you’ll do

Lead onboarding and implementations

- Understand each client’s business, accounting needs, systems, and reporting expectations.
- Assess existing records and identify cleanup requirements, technical issues, and implementation risks.
- Recommend accounting systems and workflows suited to the business and the agreed service scope.
- Identify differences between client needs and the proposed scope, bringing forward recommendations early.
- Lead implementations and conversions, coordinating responsibilities, timelines, and progress updates.




- Establish a documented handoff so the ongoing service team can deliver confidently.

Build client confidence and success

- Listen carefully to business owners and translate their concerns into practical next steps.
- Help improve invoicing, collections, document management, approvals, payroll workflows, and reporting.
- Teach clients how to use their systems, understand their responsibilities, and read their financial information.
- Follow through on assigned concerns and check that solutions are working.
- Recognize changing needs and coordinate recommendations for revised or additional services.

Develop technical capability

- Investigate accounting issues, recommend solutions, and recognize when to consult colleagues on complex matters.
- Work with the File Review Manager to turn recurring errors and knowledge gaps into practical improvements.
- Develop and deliver staff onboarding, technical training, and learning resources.
- Coordinate relevant workshops and assess whether training improves work quality.
- Help strengthen the connection between ongoing accounting, reliable reporting, and year-end readiness.

Drive innovation across the team

- Stay informed about developments in accounting technology, AI, and automation, identifying opportunities relevant to our clients and team.
- Bring forward ideas that improve accuracy, reduce repetitive work, and make service easier to deliver.
- Work with our IT and operations teams to design, test, and implement approved solutions.
- Help colleagues adopt new ways of working through practical demonstrations, training, and support.
- Assess whether change

📌 Accounting Advisory (Fredericton)
🏢 Plugged IN CPA Accounting and Tax
📍 Fredericton