Staff Accountant - Client Onboarding

Overview

This role is a fully remote Implementation Staff Accountant position supporting client onboarding for an outsourced accounting and advisory environment. The position focuses on cleaning up and standardizing new clients’ accounting systems so they can begin ongoing relationships with accurate financial records.

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 to enhance both the client experience and internal efficiency

What Success Looks Like

• Clients begin their ongoing relationship 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
• QuickBooks Online ProAdvisor certification is preferred or the 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

• CISA – Certified Information System Auditor

Compensation & Benefits

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

Location

Birmingham, Alabama

Application Deadline

Sep 8, 2026