Bookkeeping Onboarder

Location: Remote (Canada)
Type: Full-Time, Permanent
Hours: 35 hours/week (option to increase to 40 hours/week)
Salary: $60,000–$65,000 at 35 hours/week

About Us

Our client is a Canada-wide, cloud-based bookkeeping firm that partners with churches and faith-based organizations with one simple philosophy: Help the person, serve the organization.

Growing quickly and looking for a highly skilled, people-focused Bookkeeping Onboarder to join our team. This role is a critical part of the client experience. You will act as the bridge between a new client signing on and their successful transition to their long-term bookkeeping service team. This is not a traditional bookkeeping role. We are looking for someone who combines strong technical bookkeeping skills with exceptional people skills, confidence, organization, and process thinking.

What You’ll Do

• Lead clients through the onboarding process with confidence and care
• Set clients up in QuickBooks Online, Wagepoint, Dext, and other cloud-based systems
• Complete cleanup and catch-up bookkeeping work
• Handle the first few months of bookkeeping to establish clean, accurate foundations
• Identify and solve issues from prior bookkeeping records
• Document workflows and recurring client processes
• Train and transition clients smoothly to their ongoing service team
• Communicate clearly with clients, banks, and internal teams throughout the process

What We’re Looking For

• Strong cloud-based bookkeeping experience with confidence in handling complex files
• Advanced QuickBooks Online experience
• Experience with cleanup and catch-up bookkeeping
• Highly organized and detail-oriented
• Strong communication and customer service skills
• Comfortable leading conversations and building client trust
• Tech-savvy and comfortable with cloud-based systems
• Process-minded with a passion for creating efficient, scalable systems
• Someone who enjoys solving problems, untangling messy books, and helping clients feel supported

This role is ideal for a high-level bookkeeper who enjoys working with new clients, solving problems, and creating organized systems that set everyone up for success.

Why Join Us?

• Purpose-driven work supporting churches and community organizations
• Fully remote environment with a collaborative team
• Female owned and led organization
• Strong onboarding, training, and support
• Ownership without micromanagement
• Opportunity to grow with a rapidly expanding company
• Meaningful work where people and relationships matter

If you’re a confident bookkeeper who loves both people and process, we’d love to hear from you.