Staff Accountant - Client Onboarding

Overview

This role is a fully remote Implementation Staff Accountant position supporting client onboarding for an outsourced accounting and advisory services team. The work focuses on cleaning up and standardizing new clients’ accounting records—so clients begin ongoing engagements with accurate, organized financials.

Compensation: $28–30 per hour + 100% employer-paid benefits

Closing date: Sep 8, 2026

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 to 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 the client experience and internal efficiency

Requirements

• Experience in bookkeeping or accounting, preferably within public accounting, CAS, or an outsourced accounting environment
• Strong QuickBooks Online experience
• QuickBooks Online ProAdvisor certification is preferred or a willingness and ability to earn it quickly
• Solid understanding of reconciliations, journal entries, financial statements, payroll, accrual accounting, and month-end accounting processes
• Strong organizational skills and 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
• Experience in public accounting, CAS, or an outsourced accounting environment

Compensation & Benefits

• $28–30 per hour
• Fully remote work environment
• 100% employer-paid benefits
• Professional development and certification opportunities

Location

Remote (San Francisco, California listed in the posting)