Assistant Controller, Client Onboarding

Topo

. Kick off new client engagements by gathering system access, documents, and background on the client’s business and accounting history .

Posted 11/5/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in public accounting and financial management, with a strong focus on month-end close processes, reconciliations, and cleanup accounting. Proficient in implementing accounting systems and tools, while maintaining high attention to detail and effective client communication.

Highest-signal resume keywords

Public Accounting ExperienceMonth-End CloseQuickBooks FamiliarityCPA CertificationSpreadsheet Software Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Month-End CloseReconciliationsCatch-Up AccountingAccounting Process DocumentationChart of Accounts DesignAccount CleanupBudget SetupCash Flow ManagementIntegrating Accounting SystemsAdjusting Entries

Soft Skills

Attention to DetailClient CommunicationOrganizational SkillsSelf-StarterAdaptability

Tools & Technologies

QuickBooksSpreadsheet SoftwareAccounting SystemsPayroll PlatformsBilling Platforms

Certifications & Qualifications

CPA

Industry Keywords

Public AccountingCorporate AccountingFinanceAccounting WorkflowsAP ManagementAR ManagementRevenue ManagementExpense Management

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

4+ years in public accounting, corporate accounting or finance, or similar experience
Experience with month-end close, reconciliations, and cleanup or catch-up accounting
Excellent quantitative skills
Strong experience with spreadsheet software
Familiarity with QuickBooks
Experience implementing or migrating accounting systems and integrated tools is a plus
Ability to embrace ambiguity, uncertainty, and changing business landscapes
Organized with high attention to detail and accuracy
Self-starter able to put ideas into action
Comfortable working directly with clients, asking good questions, and setting clear expectations
Ability to manage several onboarding engagements at different stages and keep each on track against tight timelines
Ability to write clear documentation others can pick up and run with
Ability to shift quickly between high-level strategic thinking and tactical execution
CPA strongly preferred
Must be authorized to work in the United States without the need for sponsorship now or in the future

Benefits

Comp & perks

Remote work based in the United States
Opportunity to join an initial startup team
Strategic growth opportunities as the individual grows within Topo
Equal-opportunity workplace that values diversity