Client Onboarding Manager (Accounting)
Top Benefits
About the role
About the Role
Targeted Accounting is growing, and we’re looking for an accounting professional with a growth mindset to join us as an Client Onboarding Manager. This high-impact, fully remote role is perfect for someone who thrives in a dynamic environment, loves building systems/processes, and is passionate about delivering value to clients from day one.
This isn’t your typical accounting role. You’ll be the first point of contact for new clients — leading onboarding engagements, reviewing and documenting their existing processes, configuring cloud-based tools, and ensuring accurate financials and efficient workflows are in place. Once onboarding is complete, you’ll collaborate with our internal teams to ensure a seamless handoff for ongoing support.
We’re looking for a solution-oriented, accountable, and customer-focused team player who brings structure and clarity to every engagement.
What You’ll Do
- Lead onboarding engagements for new clients — documenting existing accounting processes, team responsibilities, and confirming scope of work/budgets.
- Identify inefficiencies in workflows and propose improvements or tools.
- Configure accounting systems and tools, ensuring proper set up that caters to the client’s processes.
- Manage catch-up bookkeeping for clients who are behind, ensuring clean, organized records and a smooth handoff to the maintenance team.
- Ensure accurate books, by completing the balance sheet reconciliations / working papers and reviewing the YTD profit and loss statements.
- Act as the bridge between onboarding and long-term maintenance teams, ensuring continuity and client satisfaction.
- Support junior bookkeeping staff by offering technical guidance and mentoring.
- Stay accountable to timelines, deliverables, and client expectations.
Who You Are
- Growth-Minded: You’re always learning, adapting, and striving for better.
- Client-Centered: You communicate clearly and build trust easily.
- Accountable: You take ownership and consistently follow through.
- Collaborative: You work well across teams and believe in shared success.
- Analytical & Organized: You enjoy improving processes and making things run smoother.
Qualifications
- QBO Advanced Certification (Basic required at hire; Advanced within 30 days).
- 3+ years of hands-on Canadian QBO experience.
- Experience onboarding clients and/or setting up new accounting systems.
- Familiarity with Hubdoc, Dext, PayEdge is a plus.
- Background in public practice, year-end preparation, or audit is an asset.
- Strong client relationship and communication skills.
- Excellent time management, attention to detail, and project management.
What We Offer
- Salary: $70,000 - $90,000 base annually, plus bonus
- Benefits:
- Extended health & dental
- Vision & wellness allowance
- Paid time off
- Flexible work schedule
- 100% remote work
- Growth & professional development opportunities
- Supportive and values-driven team culture
Join a Firm That’s Redefining Accounting.
If you're ready to make a real impact, grow your career, and support purpose-driven businesses — we’d love to hear from you.
Job Type: Full-time
Pay: $70,000.00-$90,000.00 per year
Schedule:
- Monday to Friday
Work Location: Remote
About Targeted Accounting
Targeted Accounting is committed to tailoring its services to your company's specific accounting needs. Whether your company requires part-time controller services, a full suite of bookkeeping and accounting skills or help with solving a stubborn reconciliation, our team can help you.
We can analyze your needs, review and redesign accounting processes and develop tools to provide timely, accurate, efficient information for budget preparations, cash flow projections and other financial challenges.
The Targeted Accounting Approach We focus on the issues that are taking up far too much of your time so you can focus on making money.
Client Onboarding Manager (Accounting)
Top Benefits
About the role
About the Role
Targeted Accounting is growing, and we’re looking for an accounting professional with a growth mindset to join us as an Client Onboarding Manager. This high-impact, fully remote role is perfect for someone who thrives in a dynamic environment, loves building systems/processes, and is passionate about delivering value to clients from day one.
This isn’t your typical accounting role. You’ll be the first point of contact for new clients — leading onboarding engagements, reviewing and documenting their existing processes, configuring cloud-based tools, and ensuring accurate financials and efficient workflows are in place. Once onboarding is complete, you’ll collaborate with our internal teams to ensure a seamless handoff for ongoing support.
We’re looking for a solution-oriented, accountable, and customer-focused team player who brings structure and clarity to every engagement.
What You’ll Do
- Lead onboarding engagements for new clients — documenting existing accounting processes, team responsibilities, and confirming scope of work/budgets.
- Identify inefficiencies in workflows and propose improvements or tools.
- Configure accounting systems and tools, ensuring proper set up that caters to the client’s processes.
- Manage catch-up bookkeeping for clients who are behind, ensuring clean, organized records and a smooth handoff to the maintenance team.
- Ensure accurate books, by completing the balance sheet reconciliations / working papers and reviewing the YTD profit and loss statements.
- Act as the bridge between onboarding and long-term maintenance teams, ensuring continuity and client satisfaction.
- Support junior bookkeeping staff by offering technical guidance and mentoring.
- Stay accountable to timelines, deliverables, and client expectations.
Who You Are
- Growth-Minded: You’re always learning, adapting, and striving for better.
- Client-Centered: You communicate clearly and build trust easily.
- Accountable: You take ownership and consistently follow through.
- Collaborative: You work well across teams and believe in shared success.
- Analytical & Organized: You enjoy improving processes and making things run smoother.
Qualifications
- QBO Advanced Certification (Basic required at hire; Advanced within 30 days).
- 3+ years of hands-on Canadian QBO experience.
- Experience onboarding clients and/or setting up new accounting systems.
- Familiarity with Hubdoc, Dext, PayEdge is a plus.
- Background in public practice, year-end preparation, or audit is an asset.
- Strong client relationship and communication skills.
- Excellent time management, attention to detail, and project management.
What We Offer
- Salary: $70,000 - $90,000 base annually, plus bonus
- Benefits:
- Extended health & dental
- Vision & wellness allowance
- Paid time off
- Flexible work schedule
- 100% remote work
- Growth & professional development opportunities
- Supportive and values-driven team culture
Join a Firm That’s Redefining Accounting.
If you're ready to make a real impact, grow your career, and support purpose-driven businesses — we’d love to hear from you.
Job Type: Full-time
Pay: $70,000.00-$90,000.00 per year
Schedule:
- Monday to Friday
Work Location: Remote
About Targeted Accounting
Targeted Accounting is committed to tailoring its services to your company's specific accounting needs. Whether your company requires part-time controller services, a full suite of bookkeeping and accounting skills or help with solving a stubborn reconciliation, our team can help you.
We can analyze your needs, review and redesign accounting processes and develop tools to provide timely, accurate, efficient information for budget preparations, cash flow projections and other financial challenges.
The Targeted Accounting Approach We focus on the issues that are taking up far too much of your time so you can focus on making money.