Staff Accountant - Client Onboarding

Overview

Implementation Staff Accountant (Fully Remote)

This role supports new client transitions into an outsourced accounting and advisory environment. Responsibilities focus on cleaning up and standardizing client books, preparing accurate financial statements, and helping complete implementation projects within established timelines.

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 every implementation
• Communicate directly with clients to request information, answer questions, and keep projects moving forward
• Partner closely with the Implementation Manager and internal accounting team to ensure smooth client transitions
• Complete implementation projects within established timelines
• Recommend workflow improvements that enhance both 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 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

Compensation & Benefits

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

Location

Milwaukee, Wisconsin

Closing Date

Sep 8, 2026