Onboarding Cloud Accountant (PH)

As our Onboarding Cloud Accountant, you’ll be the go-to expert who gets new clients set up for success: cleaning up their books, building their workflows, and configuring their systems so the ongoing team can thrive.   You will:

• Lead end-to-end client onboarding for entrepreneurs and non-profit organizations
• Own clean-up and catch-up bookkeeping using modern cloud tools
• Build and continuously improve our onboarding workflows and templates in Karbon
• Work 100% remotely, with meaningful collaboration and real growth opportunities

  If you love turning messy, complex situations into clear, well-run systems, this role is for you.

ABOUT AMLB

AMLB is a progressive virtual Chief Financial Officer (CFO) business that enables clients and team members to reach their potential. AMLB is growing quickly, having onboarded a portfolio of innovative clients making a real impact in a range of industries from technology to social impact. Purpose-driven and relationship-focused, we are strategic financial partners who intimately understand our clients' businesses and have built a reputation for delivering proactive advice that unleashes our clients’ performance potential.

AMLB is committed to improving outcomes for clients, team members, and its communities. We regularly support various causes, such as ending youth homelessness, reducing poverty, and eliminating its carbon footprint.  
AMLB's global recognition includes being named a Top 50 Modern Accounting Firm, winning the Karbon Excellence Award for Diversity & Authenticity and being shortlisted for the Karbon Excellence Award for Sustainability.
  https://futurefirm.co/the-top-50-modern-accounting-firms-of-2025/ https://karbonhq.com/resources/2023-karbon-excellence-awards-winners/

AMLB is a fast-growing and innovative organization with strong values, progressive leadership and a collaborative, purpose-driven, and inclusive culture.  This is a unique opportunity to join an organization on a significant growth trajectory and directly contribute to the organization's success.  

The role:

The Onboarding Cloud Accountant specializes in the first chapter of the client journey at AMLB.
You will:

• Take new clients from “messy and unclear” to “organized, reconciled, and ready for ongoing service”
• Configure their systems and workflows so the delivery team can hit the ground running
• Improve our onboarding processes, documentation, and templates over time

You’ll work closely with Technology, Client Managers, Cloud Accountants and Bookkeeping Specialists, and you’ll have a direct impact on how smoothly new clients experience AMLB from day one.
If you want to work at an entrepreneurial firm where you can make a real impact and gain experience using modern cloud tools that are changing how accounting is done, you may be a great fit for AMLB.
Key Responsibilities 1. Client Onboarding & Clean-Up

• Lead end-to-end onboarding for new clients, in alignment with AMLB’s commitment to a world-class finance function for entrepreneurs and non-profits
• Perform catch-up and clean-up bookkeeping in QuickBooks Online or Xero, including reconciliations, clearing accounts, sales tax, payables, and invoicing
• Review client books, identify issues, and proactively resolve or escalate items that could affect quality, compliance, or timelines
• Prepare clean, well-documented handoffs to the ongoing service team

2. Workflow, Templates & Process Improvement

• Build, maintain, and improve onboarding workflows and templates in Karbon (e.g., tasks, dates, owners, naming conventions, checklists)
• Streamline and standardize onboarding procedures, identifying ways to reduce friction and increase quality
• Create and maintain documentation (step-by-step procedures, checklists, and short training videos) to support internal adoption of new processes
• Gather feedback from team members and incorporate it into sustainable process improvements

3. Capacity, Tools & Firm-Wide Operations

• Maintain onboarding capacity tracking and monitor utilization to help plan upcoming workload and timelines
• Research, evaluate, and test tools that improve onboarding efficiency and accuracy; support implementation and rollout
• Participate in firm-wide operational improvement initiatives and share ideas for doing things better, faster, and smarter

The ideal fit for our team:

• 5+ years of hands-on, full-cycle cloud bookkeeping or accounting experience
• Strong experience with QuickBooks Online or Xero (configuration, reconciliations, catch-up/clean-up work)
• Demonstrated experience in a multi-client environment managing multi-step projects (e.g., system conversions, clean-up engagements, complex onboarding)
• High level of attention to detail and comfort working with messy or incomplete records
• Strong written and verbal communication skills in English, including video calls with clients
• Tech-savvy and comfortable learning and using tools such as Karbon, Dext, Wagepoint, Plooto, and other cloud applications
• Able to work independently in a remote environment, manage your time, and meet deadlines without close supervision
• Ability to work remotely from a reliable home office setup

Nice-to-Have

• CPA, CPB, or equivalent designation (or in progress)
• Experience with Canadian bookkeeping, payroll, and/or sales tax
• Prior experience in a cloud accounting firm or BPO serving North American clients

Working Hours

• This role supports clients in Canada (Eastern Time)
• We require availability from 9:00 a.m.–5:00 p.m. ET, Monday to Friday

Compensation & Benefits:

• Competitive compensation, commensurate with experience
• Performance-based incentives, including a semi-annual bonus program, and opportunities for progression as the firm grows
• 100% remote from your home office
• Generous vacation plan and half-day Fridays in August
• Exposure to a modern tech stack and best-in-class cloud accounting tools
• A culture that values learning, ownership, and continuous improvement
• The opportunity to work with entrepreneurs and non-profits who are doing meaningful work in their communities

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