Special Projects & Transitions Bookkeeper

Who we are

ConnectCPA LLP is not your traditional accounting firm. We are an online/virtual firm, paperless, and tech-savvy. We are growing rapidly, and are in search of a team member that 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 and we have fun doing it.

We are breaking every “accounting firm” stereotype: We dress casually, we use Slack and Zoom to communicate and we have a culture of trying new things every day.

Find out more about us - on our Website, Twitter and Instagram.

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

Why us?

We’ve been there before. You are unhappy because you work in a bureaucratic culture where you are told how to dress, what hours to work and your voice is not being heard.

At ConnectCPA we want you to enjoy your career and here is how we make it happen:

• You will be working from your home office (who doesn't love that?)

• We will provide you with a brand-new laptop

• Everyone's opinions and ideas are valued on how we can improve the firm

• We are a diverse firm with an easy-going culture

• No formal wear required

What is the role?

Transition Bookkeeping:

• Coordinate the handoff of the bookkeeping files from the previous bookkeeper to the
  future bookkeeper
• Perform clean-up of the bookkeeping
• Ensure the bookkeeping process and cadence for the client is 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 and 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

• Assist with administering demo files for the incoming new bookkeepers if needed

Required Experience

• 4+ years of bookkeeping experience with multiple clients simultaneously

• 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

• Tech-Savvy: Experience with various bookkeeping software (Xero, QBO, Dext, A2X, Shopify)

Required Skills

• You have excellent communication skills (both written and verbal)

• Hyper-organized

• Social, presentable, and well-spoken - we want our clients to love you!

• You are independent, highly motivated, and a self-starter

• You are a multi-tasker and can manage multiple clients simultaneously

• Strong work ethic

Other Skills and Requirements

• A love for technology and the ability to learn new software/apps quickly

• Strong internet connection - at least 6MBPS upload and 6MBPS download speeds

• Knowledge of online accounting software (Xero, QBO, etc.) is an asset

**If you are selected for an interview, you'll be asked to submit a one-way video application**

We are looking for somebody talented and dynamic. We are a growing firm and the individual that is selected for this position will become a key member of our team! Read more about the experience of working at ConnectCPA from one of our team members HERE and HERE.

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.