Onboarding Accounting Specialist

Job Description

REQUIREMENTS

• 2+ years in a client-facing accounting or onboarding role.
• Public or multi-client accounting background
• Proficient in QuickBooks Online setup and troubleshooting.
• Strong background in both cash- and accrual-based accounting

RESPONSIBILITIES

• Lead daily client meetings to gather data and build trust.
• Set up and configure our client and QuickBooks Online accounts to ensure seamless integration with our bookkeeping systems.
• Compare signed proposals to actual needs; recommend scope/pricing changes.
• Manage onboarding timelines, deliverables, and client expectations.
• Troubleshoot issues and optimize configurations.
• Collaborate with clients and internal teams to transition accounts into ongoing support with the Accounting Specialists team.

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