Topo

Onboarding Specialist

• Kick off new client engagements by gathering system access, documents, and background on the client’s business and accounting history
• Assess clients’ accounting systems, chart of accounts, tech stack, and historical books to identify cleanup needs, gaps, and risks
• Set up new clients in Topo’s systems and tools, including chart of accounts design or restructuring, bank and credit card feeds, and integrations with payroll, billing, and expense platforms
• Perform historical cleanup, including account reconciliations, catch-up bookkeeping, reclassifications, and adjusting entries
• Run clients’ first month-end closes with Topo
• Establish close checklists, reconciliation schedules, and reporting packages
• Support initial budget and cash flow setup where in scope
• Document and implement accounting processes and workflows, including AP, AR, payroll, revenue, and expense management
• Recommend process improvements
• Coordinate with tax advisors and prior accountants to obtain records and resolve open items
• Support and guide Topo team members assisting on onboarding engagements
• Research technical accounting questions and provide guidance internally and to clients
• Prepare complete handoff documentation and support transition to the ongoing Topo accounting team

Explore Assistant Controller, Client Onboarding at Topo. Review requirements and application details.

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Assistant Controller, Client Onboarding