Remote Senior Cloud Accountant, Implementations

Remote Telecommute Accountingfly

Tech-savvy, Sr. Cloud Accountant needed to onboard new clients into our CAS practice. 

  • Onboarding experience with a CAS firm 
  • QBO Advanced Certification 
  • Implementation/Setup experience with apps (, Expensify, inventory management, etc.) 
  • Deep experience in Quickbooks cleanup projects
  • Project Management capability 
  • Great customer service
  • Tech savvy 
  • Problem solver

This role involves onboarding a new client from their old systems and processes into the new systems and services provided by the firm.  From the beginning, this involves: 

  • Strategy calls with the new customer to discuss new technology, workflows, and procedures. 
  • Deep QBO experience, and knowledge of how to configure QBO to achieve the goals outlined in strategy meetings. 
  • Full onboarding onto our project management system (Karbon).  

Implementations may also involve:  

  • Balance sheet cleanup 
  • App configuration, sync setup, and end-user  workflow/process development
  • Complex reconciliations and procedures (income from multiple sources, POS, etc.)
  • Customer process development and fine-tuning
  • Tie out of Trial Balances from CPA to QBO 
  • Sales Tax reconciliations 
  • Payroll reconciliations 
  • Troubleshooting and problem solving on all of the above. 
  • Hidden
  • Max. file size: 128 MB.

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