Transition Associate – Bookkeeping

ConnectCPA LLP

. Coordinate the handoff of bookkeeping files from the previous bookkeeper to the future bookkeeper .

Posted 9/28/2026contractRemote • PhilippinesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in accrual bookkeeping, payroll, and bank reconciliations, with a strong ability to implement and adjust bookkeeping processes. Proficient in managing multiple clients and tasks efficiently while maintaining clear communication and thorough documentation.

Highest-signal resume keywords

Accrual BookkeepingXeroQuickBooks Online (QBO)Process DocumentationClient Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Accrual BookkeepingPayrollDebits and CreditsBank ReconciliationsInvoicingPayablesTax RatesCatch-Up BookkeepingBookkeeping Experience

Soft Skills

Strong Written CommunicationStrong Verbal CommunicationTask ManagementIndependent Work

Tools & Technologies

XeroQuickBooks Online (QBO)KarbonClickUpMondayAsanaHubdocDext

Industry Keywords

BookkeepingAccounting SystemsClient CadenceProcess Implementation

About the role

Key responsibilities & impact

Coordinate the handoff of bookkeeping files from the previous bookkeeper to the future bookkeeper
Clean up bookkeeping files when required
Review the bookkeeping process and client cadence
Implement or adjust bookkeeping processes
Create and maintain thorough process documentation
Correspond with clients to ensure bookkeeping is maintained and build processes and procedures
Monitor the incoming bookkeeper’s progress during transitions
Communicate transition progress and transfer bookkeeping processes, procedural knowledge, and documentation to the senior bookkeeper
Perform ad-hoc catch-up bookkeeping for non-bookkeeping clients
Provide absence and vacation coverage for existing bookkeepers when necessary
Perform catch-up bookkeeping for new clients when necessary
Train bookkeepers to transition over accounts

Requirements

What you’ll need

Excellent understanding of accrual bookkeeping, payroll, debits and credits, clearing accounts, and bank reconciliations
Excellent understanding of accounting systems, including invoicing, payables, bookkeeping, and tax rates
At least 5 years of bookkeeping experience in a fast-paced environment
Working knowledge and experience with Xero and QBO
Strong written and verbal communication skills
Ability to manage multiple clients and tasks efficiently
Familiarity with task-tracking tools such as Karbon, ClickUp, Monday, and Asana
Ability to work independently in a remote setting
Ability to learn new software quickly
Experience with bookkeeping, invoicing, payables, and tax rates
Experience with Xero, QBO, Hubdoc, and Dext is a plus
Internet connection of at least 6 Mbps upload/download

Benefits

Comp & perks

Fully remote work from a home office
Opportunities for career development
Annual performance increase
Tiered quarterly bonus
Fully paid health, dental, and vision benefits
Access to virtual healthcare
Paid Fridays off in July and August
Paid December holiday shutdown
Brand-new laptop and all necessary equipment provided
Supportive, inclusive, low-ego work environment
Comfortable, casual, and professional dress environment