Bookkeeping: Client Onboarding Manager

Client Onboarding Manager – Full Time | $1,200 USD/Month

First Valley Accounting is looking for a full-time Bookkeeping Onboarding Manager to take ownership of new client bookkeeping setup, cleanup, and organization before accounts are transitioned to the ongoing bookkeeping team.

Responsibilities

• Review new client QuickBooks Online files, identify cleanup issues, and determine the work needed

• Oversee and manage our bookkeeping cleanup team, assign tasks, and review completed work for accuracy

• Review and correct reconciliations, Chart of Accounts, AR/AP, loans, payroll, fixed assets, equity, and historical transaction issues

• Request missing documents, statements, or information from clients by email

• Organize and structure each client's books so they are ready for ongoing monthly bookkeeping

• Document completed work, outstanding issues, and coordinate the final handoff to the bookkeeping team

Qualifications

• Strong QuickBooks Online, bookkeeping, and accounting knowledge

• Significant experience cleaning up messy or inaccurate books

• Experience managing or reviewing the work of other bookkeepers

• Strong understanding of Balance Sheets, Profit & Loss statements, reconciliations, and account structure

• Strong written English, attention to detail, and ability to manage multiple projects independently

• CPA preferred

• QuickBooks ProAdvisor certification and experience with U.S. accounting firms are preferred

Position Details

Full Time: 40 hours per week

Salary: $1,200 USD per month

Schedule: Hybrid schedule, with approximately half of working hours overlapping with U.S. business hours

• Location: Remote / Work From Home