[Hiring] Transition Associate - Bookkeeping @ConnectCPA LLP

Role Description

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.

Qualifications

• 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.

Requirements

• Great communicator: Confident, clear, and professional in both writing and conversation.
• Organized & efficient: Able to juggle multiple clients and tasks without dropping a beat.
• Self-starter energy: Proactive, motivated, and comfortable working independently in a remote setting.
• Tech-savvy: Quick learner of new software and enthusiastic about automations and workflow hacks.
• Accounting know-how: Experience with bookkeeping, invoicing, payables, tax rates, and tools like Xero, QBO, Hubdoc, and Dext.
• Strong internet: At least 6Mbps up/down to keep Zoom running smoothly and work flowing freely.

Benefits

• Fully Remote: Work from your home office.
• Room to grow: Opportunities for career development and annual performance increase.
• Tiered Quarterly Bonus: Turn exceptional performance into exceptional rewards.
• Fully paid for health, dental, and vision benefits, plus access to virtual healthcare.
• Fridays off in July & August (paid).
• Paid December holiday shutdown: Rest, recharge, repeat.
• Equipment Provided: A brand-new laptop and all the gear you need.
• Your voice matters: Everyone has a seat at the table.
• Supportive, inclusive, and low-ego environment: Valuing respect, collaboration, and open communication.
• Comfortable, casual, and professional: Dress to do your best work while remaining client-ready.