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, Twitter 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.
- 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
Performance Management, Quality Standards, & KPI Monitoring
- Monitor, analyze, and manage key performance indicators (KPIs) to ensure department excellence:
- Customer Feedback Scores (NPS) – track and improve client satisfaction
- Missed Deliverable Percentage
- Staff Utilization Percentage
- Budgeted Hours vs. Actual Hours – maintain 100% or lower actual vs. budget; investigate causes of overages and recommend solutions related to performance, training, or process improvement
- Collaborate with onboarding teams and bookkeepers to ensure new work instructions are documented before ClickUp tasks are assigned
- Participate in deep dive sessions with new clients during onboarding
- Ensure books are closed within contractual agreements
- Complete Month-End Reviews
- Identify areas for improvement and negotiate deadlines for receiving key statements and query responses
- Maintain professional client relationships that support service delivery excellence
Leadership, Development, & Culture
- Uphold and demonstrate our core values: OATH (Ownership and Accountability, Team Player, Humble)
- Lead by example with excellence in remote work practices and communication
- Drive process improvements that enhance efficiency and service quality (participate in, suggest or lead continuous improvement initiatives via special projects, or when client scope changes)
- Promote a culture of accountability, collaboration, and continuous improvement
- Foster a working environment of trust where staff feel valued and heard
- Remind staff to update the Bookkeeping Blueprint when client changes occur (contacts, processes, apps, etc.)
- Support continuous learning and professional development within the team
- Conduct regular one-on-one meetings to provide coaching, feedback, and support
Required Experience
- 5+ years of progressive bookkeeping experience
- 2+ years of supervisory, management, or team lead experience
- College certificate in accounting/bookkeeping/business administration or bachelor's degree in accounting, finance, or related field
- An excellent understanding of accrual bookkeeping, payroll, debits and credits, clearing accounts, bank reconciliations, financial reporting, and more
- An excellent understanding of the ins and outs of how an accounting system works: Invoicing, payables, bookkeeping, tax rates, etc.
- Strong experience working with Excel and/or Google Sheets for data analysis and reporting
- Tech-Savvy: Advanced experience with various bookkeeping software (Xero, QBO, Dext, A2X, Shopify)
What you bring to the table:
- People-centred leadership. You foster trust and accountability, manage performance and resources effectively, resolve conflict constructively, and drive continuous improvement while supporting your team's growth and well-being
- 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.
- 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.
- 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.
