Rigorously review and reconcile financial records, ensuring every transaction, receipt, and figure is 100% accurate. Design, document, and optimize bookkeeping workflows so processes run like a Swiss watch. Manage deliverables calendars and never miss a deadline—set reminders, track progress, and escalate issues before they happen. Serve as the primary liaison for assigned clients—listen actively, anticipate needs, and deliver proactive solutions. Monitor client health metrics, spot trends, and recommend service enhancements or upsells to drive satisfaction and loyalty. Execute instructions to the letter—interpret complex directives, ask clarifying questions, and follow every step without deviation.
Maintain a personal accountability dashboard of tasks and deadlines, and report status transparently at weekly check-ins. Absorb feedback from CPAs, peers, and clients; apply learnings immediately to sharpen your skills and workflows. Collaborate on business development by identifying prospects, nurturing relationships, and growing your own client roster under the firm umbrella. Infuse positive energy into every interaction—be the dependable, fun, who makes work feel like a winning team effort.
What We’re Looking ForMinimum 3+ years in bookkeeping or accounting technician roles (CPA designation or working toward it preferred)Proven track record in client-facing, service-oriented positionsExceptional communication skills—both written and verbal; you’re a great listener and clear communicatorExpert-level proficiency with QuickBooks Online, Xero, Excel, and cloud-based bookkeeping toolsDemonstrated ability to juggle multiple clients/projects without missing a beatCanadian residency required; retiring bookkeepers with an existing practice are strongly encouraged to apply---What’s In It For YouOwnership & Growth: Build your own client portfolio and carve out a leadership path within our firm. Supportive Team:
Work alongside CPAs, CEPA experts, and experienced bookkeepers who value your input. Flexible Environment: Hybrid work model with the tools you need to excel—no micromanagement, just mission-driven collaboration. Competitive Rewards: Salary commensurate with experience, profit-sharing incentives, and benefits package. Purpose & Impact: Help small businesses thrive with audit-proof, error-free bookkeeping and world‑class client support.
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