Senior Accountant, Onboarding

About this role

About Bookkeeper360:
Bookkeeper360 is a fintech company helping small businesses manage their finances through cloud-based accounting, payroll, tax, and advisory services, powered by AI-driven insights. Since 2012, we’ve been a trusted partner to thousands of business owners and have earned recognition from *NerdWallet, Forbes,* and *Entrepreneur* as a top bookkeeping solution.

We’re proud to be named one of *Accounting Today’s 2024 Best Firms to Work For* and a *Fastest Growing Company* by *Inc. 5000*. With a 4.8-star Google rating from 1,000+ clients, we’re growing fast and expanding our team to meet demand.

Want to learn how it all started? Check out the story of our founder and CEO.

About the role:

As a Senior Accountant in our Client Onboarding department, you’ll play a critical role in setting our clients up for success. You’ll work alongside a collaborative team to manage client relationships and ensure a smooth and accurate onboarding experience. This role requires strong technical accounting skills, attention to detail, and the ability to thrive in a fast-paced, client-facing environment.

What You'll Do:

• Prepare accurate, accrual-basis financial statements
• Perform detailed reconciliations for bank, credit card, merchant service, and loan accounts
• Apply strong financial analysis to support data-driven decision-making
• Manage multiple client onboarding projects across various industries
• Follow structured project plans aligned with client needs and timelines
• Deliver high-quality service that is both timely and within scope
• Utilize cloud-based accounting platforms and integrated tools to streamline processes and drive results

How to be successful in this role:

• **Driven and accountable:** You take ownership of your work and are always pushing to improve. “Good enough” isn’t good enough.
• **People-first mindset:** You lead with kindness, humility, and empathy, and thrive in a collaborative, team-oriented environment.
• **...