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Bookkeeping Onboarder (Remote)

Concepts (GTA) Inc. - 18 Jobs

Burlington, ON

Posted 9 days ago

Job Details:

Remote
$60,000 - $65,000 / year
Full-time
Experienced

Bookkeeping Onboarder

Location: Remote - Ontario-Based- live within 2 hour drive of Grimsby ON
Type: Full-Time, Permanent
Hours: 35 hours/week (option to increase to 40 hours/week)
Salary: $60,000–$65,000 at 35 hours/week

About Us

Our client is a Canada-wide, cloud-based bookkeeping firm that partners with churches and faith-based organizations with one simple philosophy: Help the person, serve the organization.

Growing quickly and looking for a highly skilled, people-focused Bookkeeping Onboarder to join our team. This role is a critical part of the client experience. You will act as the bridge between a new client signing on and their successful transition to their long-term bookkeeping service team. This is not a traditional bookkeeping role. We are looking for someone who combines strong technical bookkeeping skills with exceptional people skills, confidence, organization, and process thinking.

What You'll Do
  • Lead clients through the onboarding process with confidence and care
  • Set clients up in QuickBooks Online, Wagepoint, Dext, and other cloud-based systems
  • Complete cleanup and catch-up bookkeeping work
  • Handle the first few months of bookkeeping to establish clean, accurate foundations
  • Identify and solve issues from prior bookkeeping records
  • Document workflows and recurring client processes
  • Train and transition clients smoothly to their ongoing service team
  • Communicate clearly with clients, banks, and internal teams throughout the process
What We're Looking For
  • Resides in Ontario- 2 hour drive to Grimsby for staff events, training etc.
  • Strong cloud-based bookkeeping experience with confidence in handling complex files
  • Advanced QuickBooks Online experience
  • Experience with cleanup and catch-up bookkeeping
  • Highly organized and detail-oriented
  • Strong communication and customer service skills
  • Comfortable leading conversations and building client trust
  • Tech-savvy and comfortable with cloud-based systems
  • Process-minded with a passion for creating efficient, scalable systems
  • Someone who enjoys solving problems, untangling messy books, and helping clients feel supported

This role is ideal for a high-level bookkeeper who enjoys working with new clients, solving problems, and creating organized systems that set everyone up for success.

Why Join Us?
  • Purpose-driven work supporting churches and community organizations
  • Fully remote environment with a collaborative team
  • Female owned and led organization
  • Strong onboarding, training, and support
  • Ownership without micromanagement
  • Opportunity to grow with a rapidly expanding company
  • Meaningful work where people and relationships matter

If you're a confident bookkeeper who loves both people and process, we'd love to hear from you.

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