Staff Accountant - Client Onboarding

Overview

This role is a fully remote, client-facing implementation position focused on onboarding new clients into the organization’s accounting environment.

Responsibilities

• Clean up and standardize new clients’ QuickBooks Online files
• Reconcile bank accounts, credit cards, loans, and other balance sheet accounts
• Review historical transactions and resolve accounting inconsistencies
• Prepare adjusting journal entries for accruals, payroll, depreciation, reclassifications, and other necessary corrections
• Prepare accurate financial statements that establish a reliable accounting foundation
• Assist with software implementations, including payroll systems, POS integrations, and other third-party applications
• Maintain complete, organized workpapers throughout each implementation
• Communicate directly with clients to request information, answer questions, and keep projects moving forward
• Partner with the Implementation Manager and internal accounting team to ensure smooth client transitions
• Complete implementation projects within established timelines
• Recommend workflow improvements to enhance both the client experience and internal efficiency

What Success Looks Like

• Clients begin ongoing relationships with clean, accurate financial records
• Projects stay organized, on schedule, and well documented
• Financial statements accurately reflect each client’s business
• Clients receive proactive communication throughout the implementation process
• Internal accounting teams inherit organized files that require little additional cleanup
• Problems are identified early and solved proactively

Requirements

• Experience in bookkeeping or accounting, preferably within public accounting, CAS, or an outsourced accounting environment
• Strong QuickBooks Online experience
• Solid understanding of reconciliations, journal entries, financial statements, payroll, accrual accounting, and month-end accounting processes
• Strong organizational skills with the ability to manage multiple implementation projects simultaneously
• Excellent written and verbal communication skills
• Comfortable working independently while collaborating with teammates throughout the day
• Curious, adaptable, and motivated to learn new technologies and accounting systems
• Associate’s or Bachelor’s degree in Accounting or a related field is preferred; applicable experience in a related capacity can suffice in exchange for a formal degree

Preferred Qualifications

• QuickBooks Online ProAdvisor certification (preferred) or willingness and ability to earn it quickly

Compensation & Benefits

• $28–30 per hour
• 100% employer-paid benefits
• Fully remote work environment
• Professional development and certification opportunities
• Exposure to a wide variety of industries, businesses, and technologies

Location

• Santa Clara, California

Application / Closing Date

• Closing date: Sep 8, 2026