At Accountally, we believe bookkeeping should be about more than a clean set of financial statements. We partner with business owners to help them understand their numbers, find ways to save money, improve their financial processes, and make better decisions. We use AI, automation, and modern bookkeeping tools to handle the repetitive work, so our team can focus on judgment, communication, and relationships.

We're a small, growing firm serving US-based businesses across a range of industries, including ecommerce and property management. We're now hiring our first dedicated Senior Bookkeeper for client onboarding, a remote, full-time role open to candidates across Canada. You'll take every new client from signed contract to a clean, fully set-up file that's ready for their bookkeeper, so their first months with us start on accurate books and explicit expectations.

This is a bookkeeping role as much as one. You'll review each client's books, find what's missing or set up wrong, and configure their accounting software and our systems correctly before the bookkeeper takes over. We've just redesigned our onboarding process, and you'll be the first person to run it end to end, so what you learn will shape how it works as we grow.

What you'll do:

You'll own new client setup from the moment a client joins, to the handoff to their bookkeeper, including:

1. Client Discovery

- Review each new client package: scope of work, discovery form, signing form, onboarding questionnaire, and sales call summary.
- Summarize what matters into an onboarding summary the team can rely on.
- Bring clarifying questions to the sales rep before work starts, so gaps don't reach the client or the bookkeeper.

2.Audit and Set up:

- Review the client's accounting file, usually QuickBooks Online, against their onboarding questionnaire. This includes the chart of accounts and connected add-ons. You'll use our AI-assisted review alongside your own judgment.
- Send each client their Welcome to Accountally email, and confirm any discrepancies with them directly.
- Fix or flag anything set up incorrectly,



so the books are accurate from the first month we work on them.
- Update the new client package with what you find.

3.Tools and software setup:

- Set up every client in Double: contacts, key client properties, engagement letter, and onboarding summary.
- For clients on Double, create onboarding tasks for the client and the bookkeeper, and set up recurring tasks.
- For clients on Kick, set up contacts and tasks, migrate QuickBooks Online data, and map the chart of accounts.

4.Client Access and Kick off:

- Send clients instructions for giving us access to third-party systems, and follow up until access is in place.
- Run kickoff calls. Walk clients through Kick or Double, help with any access still outstanding, and set transparent expectations and next steps.
- Hand each client to the accounting manager with a complete file, so the assigned bookkeeper can start without chasing information.

5.Process Building and Improvement:

- Turn what you learn into SOPs, checklists, and templates for discovery, the bookkeeping audit, and system setup.
- Track each onboarding to completion. Report on a small set of metrics, such as time to onboard and setup issues found after handoff.
- Recommend changes to the sales process and onboarding questionnaire when the same problems keep showing up.

Who you are:

You know what clean books look like, and you can quickly spot a client file that isn't. You like getting things set up right the first time. You're comfortable telling a business owner what you need from them and why.

You'll need:

- 3+ years of hands-on bookkeeping experience, with at least part of it at an accounting or bookkeeping firm.
- Experience setting up or cleaning up client books in QuickBooks Online,



including chart of accounts, bank and credit card feeds, and opening balances.
- Experience onboarding new clients or migrating books between systems.
- Clear, warm writing and a calm manner on client calls.
- Solid organization. You move several onboardings forward at once without dropping steps.
- Comfort working remotely and independently in a small team where priorities change.
- Good judgment with confidential information, since you'll handle clients' financial records and system access.

Nice to have:

- Familiarity with Double (our client management platform), QBO, or tools our clients use such as Gusto, Bill.com, Stripe, and Shopify.
- Experience working with clients across a range of different industries.
- Experience writing SOPs or checklists that other people use.

Compensation:

The base salary range for this role is $90,000 to $105,000 CAD per year. Where you land depends on experience, especially hands-on experience setting up and cleaning up client books.

- Type: full-time, permanent
- Location: remote within Canada
- Hours: This is a full time position, Monday-Friday. EST hours preferred
- Benefits: Health and welfare benefit coverage, provided through enrollment in EOS’s group perks plan offered by EIO Solutions.
- Growth: as the firm grows, this role will expand into leading our client onboarding team.

Why Accountally? You'll be joining a small team where your work has a visible impact. As our first Senior Bookkeeper for client onboarding, the setup work you do will shape every client's first months with Accountally.

We're not building a traditional bookkeeping firm where success means processing more transactions. We're building one where technology handles the repetitive work and our people focus on judgment, relationships, problem-solving, and creating value for clients. This role is central to that.

If you know your way around a set of books, like getting things right from the start, and want to help build how a growing firm onboards clients, we'd love to hear from you.

📌 Senior Bookkeeper, Client Onboarding (Canada)
🏢 Accountally
📍 Canada