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Senior Accountant, Onboarding

Role overview

Qualifications

  • 3–5 years of experience in GAAP-based accounting and financial reporting
  • Bachelor’s degree in Accounting or a related field
  • Strong client communication skills and a passion for helping small businesses
  • Hands-on experience with QuickBooks Online and/or Xero

Responsibilities

  • Prepare accurate, accrual-basis financial statements
  • Perform detailed reconciliations for bank, credit card, merchant service, and loan accounts
  • Manage multiple client onboarding projects across various industries
  • Utilize cloud-based accounting platforms and integrated tools to streamline processes and drive results

Key facts

Other skills

  • Detail Oriented
  • Collaboration
  • Self-Motivation
  • Adaptability

About the company

Our Team logo

Our Team

Bookkeeper360 is a financial technology solution that helps businesses manage their finances. Our US-based accounting team delivers a comprehensive suite of services, including full-service accounting, payroll, tax, and advisory, along with AI-driven software that provides real-time dashboards and insights. Since 2012, Bookkeeper360 has been the trusted choice for thousands of small business owners. Our commitment to excellence and client success has earned us independent recognition as one of the top online bookkeeping solutions by publications such as NerdWallet, Forbes, and Entrepreneur Magazine.

Company details

Company size51 - 200

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Job description

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, 2026 Inc. Best Workplaces, 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.

  • Highly motivated: You’re a self-starter who thrives in a performance-driven setting and brings energy and focus to every challenge.

  • Always learning: You’re hungry to grow, eager to learn, and embrace new challenges as opportunities for development.

  • Tech-forward: You’re excited by technology and innovation, quick to pick up new tools, and skilled at leveraging cloud-based platforms.

Gets You to the Top of the List:

  • 3–5 years of experience in GAAP-based accounting and financial reporting

  • Strong client communication skills and a passion for helping small businesses

  • Hands-on experience with QuickBooks Online and/or Xero

  • Industry exposure in e-commerce, product-based businesses, technology, real estate, or professional services

  • Consulting experience with multiple clients or projects at once

  • Familiarity with cloud-based accounting systems and app integrations

  • Bachelor’s degree in Accounting or a related field (required)

  • Bonus: Experience in public accounting or working in a remote, tech-forward environment

What You Can Expect as a Team Member:

  • Salary range from $65,000-$85,000/year + performance bonus

  • Comprehensive benefits package including medical, dental, and vision

  • 401K with employer match after the first year

  • Paid parental leave for all parents (biological, adoptive, and foster)

  • Fully remote work environment

  • Unlimited PTO after your first year

  • Company-paid holidays

  • Team-building events and virtual activities

  • Career development and internal promotion opportunities

At Bookkeeper360, we are committed to hiring diverse talent of different backgrounds and as such, it is important to us to provide an inclusive work environment for all. We do not discriminate on the basis of race, gender identity, age, religion, sexual orientation, veteran or disability status, or any other protected class. As an equal opportunity employer, we encourage and welcome people of all backgrounds to apply.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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