Transition Associate - Bookkeeping

Who we are

At ConnectCPA, we’re not your traditional accounting firm. We are an online/virtual firm, paperless, and tech-savvy.   We are growing rapidly and searching for a team member who meshes with our unique firm culture.   

We are a Licensed, Chartered Professional Accounting (CPA) firm that operates with a startup mentality: we experiment, we collaborate, we embrace new technologies, we automate, and we actually like Mondays (most of the time). 

We’re big believers in working smart, not just hard. We wear hoodies, not suits. We talk on Slack more than email. And we’re constantly on the lookout for new tools and better ways of doing things. We’ve made growth and innovation a part of our DNA.

Want a peek behind the scenes? Check us out on our Website, LinkedIn, and Instagram.

You can see the highlights from our 2023 PH retreat HERE.

 Why us?

We’re building a workplace where people can grow, feel heard, and actually enjoy their work. Here’s what that looks like:

• Fully Remote. You will be working from your home office (who doesn't love that?)
• Room to grow. Opportunities for career development and annual performance increase.
• Tiered Quarterly Bonus. Turn your exceptional performance into exceptional rewards.
  
• Fully paid for health, dental, and vision benefits. Plus access to virtual healthcare.
• Fridays off in July & August (yep, paid!)
• Paid December holiday shutdown. Rest, recharge, repeat.
• Equipment Provided. A brand-new laptop and all the gear you need to hit the ground running.
• Your voice matters. From improving workflows to shaping our culture, everyone has a seat at the table.
• Supportive, inclusive, and low-ego environment. We value respect, collaboration, and open communication, without unnecessary corporate politics.
• Comfortable, casual, and professional. We don’t require formalwear; wear what helps you do your best work, while remaining presentable and client-ready when needed.
  

What is the role?

Transition Bookkeeping:

• Coordinate the handoff of the bookkeeping files from the previous bookkeeper to the future bookkeeper
• Perform a clean-up of the bookkeeping if required 
• Ensure the bookkeeping process and cadence for the client are reviewed
• Implement or adjust the new bookkeeping process
• Create and maintain a thorough process of documentation
• Correspond with clients to ensure bookkeeping is maintained, and build processes and procedures
• Monitor the incoming bookkeeper's progress in the transition upon the file hand-off
• Communicate with the senior bookkeeper about the progress of the transition and transfer of the bookkeeping process, procedural knowledge, and documentation

Catch-Up Projects:

• Responsible for performing ad-hoc catch-up bookkeeping for non-bookkeeping clients
• Provide absence and vacation coverage for existing bookkeepers if necessary
• Bookkeeping catch-up for new clients if necessary

Training:

• Train the bookkeeper to transition over the accounts

Required Experience 

• An excellent understanding of accrual bookkeeping, payroll, debits and credits, clearing accounts, bank reconciliations, and more
• An excellent understanding of the ins and outs of how an accounting system works: Invoicing, payables, bookkeeping, tax rates, etc.
• Prior bookkeeping experience in a fast-paced environment of at least 5 years
  
• Working knowledge and experience with Xero and QBO

What you bring to the table:

• Great communicator. You’re confident, clear, and professional in both writing and conversation. Clients trust you, and teammates love collaborating with you.
• Organized & efficient. You can juggle multiple clients and tasks without dropping a beat, and you are familiar with task tracking tools ( i.e. Karbon, ClickUp, Monday, Asana, etc.)
• Self-starter energy. You’re proactive, motivated, and comfortable working independently in a remote setting.
• Tech-savvy. You learn new software quickly and maybe even geek over automations and workflow hacks.
• Accounting know-how. Bookkeeping, invoicing, payables, tax rates, and more. Experience with tools like Xero, QBO, Hubdoc, and Dext is a big plus.
• You just get it. You’re sharp, dynamic, and ready to become a key player in a fast-growing firm where your ideas make an impact.
• Strong internet. At least 6Mbps up/down to keep Zoom running smoothly and work flowing freely.

We are looking for somebody talented and dynamic. We are a growing firm, and the individual who is selected for this position will become a key member of our team!  

ConnectCPA is an equal-opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals without discrimination on the basis of race, colour, religion, sex, sexual orientation, gender identity, marital status, age, disability, national or ethnic origin, veteran status or any other protected class.