Zenbooks

Onboarding Specialist

• Lead all aspects of client onboarding from kickoff to handoff
• Gather required financial documents, system access, and background information
• Set up clients in core systems including QBO/Xero, Dext, Plooto, Karbon, and Ignition
• Coordinate client offboarding, including data transfer, access removal, document and work-item archiving, and communication of next steps
• Develop and refine onboarding templates, checklists, and SOPs
• Build scalable workflows tailored to client needs
• Audit client processes including AP, AR, payroll, month-end, and expense management
• Identify gaps and inefficiencies and implement improvements, automation opportunities, and system enhancements
• Partner with accounting, payroll, tax, and L&D teams on best-practice processes and training materials
• Set up custom client reporting during onboarding
• Escalate and resolve system, process, and communication issues
• Diagnose recurring problems and implement long-term solutions
• Monitor onboarding and client health metrics and escalate concerns to departmental leaders
• Build client relationships and provide training on cloud tools and processes
• Maintain check-ins during high-touch onboarding periods and process overhauls
• Support client retention through consistent communication and service quality
• Conduct semi-annual check-ins with team members to assess client satisfaction and support opportunities
• Collaborate with Advisory and Operations on special projects, out-of-scope work, and catch-up work
• Provide recurring pain-point feedback to Operations
• Participate in internal meetings to share onboarding progress, insights, and client risks

Client Onboarding Lead, Cloud Accounting

Accountant

• Manage accounting information systems and software for client organizations
• Mentor and coach Staff Accountants on technical accounting issues
• Manage client relationships
• Build toward managing a small team of Staff Accountants
• Own the gross margin of the pod, with visibility into engagement profitability and accountability for team utilization
• Own complex bookkeeping and vController engagements
• Perform day-to-day accounting activities, including accounts receivable and payables
• Enter data into accounting systems and maintain information and documentation integrity
• Review and process client-submitted documentation such as bills and invoices
• Proactively contact clients for additional information
• Communicate with clients by email and video calls
• Prepare financial reports and budgets
• Organize accounting records, financial statements, and reports for clients
• Identify and resolve process improvements with the Manager of Accounting Services
• Execute assigned tasks while ensuring compliance
• Identify opportunities for additional services
• Build and manage accounting and financial systems using Zenbooks best practices and SOPs
• Provide subject matter expertise and understand client needs
• Ensure client solutions are delivered on time
• Maintain relationships with internal accountants and consultants
• Oversee implementation of payroll, accounting, payment software, and processes in client organizations
• Perform bank and credit card reconciliations and follow up on outstanding supporting documentation
• Prepare GST/HST/PST sales tax returns
• Perform financial statement reviews and prepare client files for year-end tax accountants

Client Onboarding Lead, Cloud Accounting

Senior Accountant