过渡专员 - 账务处理
Transition Associate - Bookkeeping
我们是谁
在ConnectCPA，我们不是传统的会计事务所。我们是一家在线/虚拟事务所，无纸化，技术导向。我们正在快速增长，寻找一位能够融入我们独特公司文化的团队成员。
我们是一家持牌的、特许专业会计师（CPA）事务所，以初创企业的思维运作：我们尝试，我们协作，我们拥抱新技术，我们自动化，我们真的喜欢周一（大部分时间）。
我们坚信聪明地工作，而不是一味地努力。我们穿连帽衫，不穿西装。我们在Slack上的交流比邮件更多。我们一直在寻找新工具和更好的做事方式。我们已将增长和创新融入我们的DNA中。
想一窥幕后？访问我们的[网站](http://www.connectcpa.ca/)、[LinkedIn](https://linkedin.com/company/connectcpa) 和 [Instagram](https://www.instagram.com/connectcpa/)。
你可以在这里看到我们2023年PH会议的亮点 [HERE](https://www.linkedin.com/posts/maggie-miller-50a797113_bestteamever-activity-7163244804779282432-8LJo?utm_source=share&utm_medium=member_desktop)。
为什么选择我们？
我们正在打造一个让人可以成长、被倾听并真正享受工作的职场。以下是具体表现：
- 全程远程办公。你将在家办公（谁不喜欢呢？）
- 成长空间大。有职业发展机会和年度绩效提升。
- 分级季度奖金。将出色表现转化为丰厚回报。
- 全额支付健康、牙科和视力福利。还有虚拟医疗服务的访问权限。
- 7月和8月的周五休息（是的，带薪！）
- 12月节假日停工。休息、充电、再出发。
- 提供设备。一台全新的笔记本电脑和所有你需要的设备，让你迅速上手。
- 你的声音很重要。从优化流程到塑造我们的文化，每个人都有发言权。
- 支持性、包容性、低姿态的环境。我们重视尊重、协作和开放沟通，没有不必要的公司政治。
- 舒适、随意且专业的氛围。我们不要求正装；穿能帮助你发挥最佳状态的衣服，同时在需要时保持得体和客户-ready。
职位描述
过渡记账：
- 协调前任记账员与未来记账员之间的记账文件交接
- 如有需要，执行记账清理
- 确保客户的记账流程和节奏得到审查
- 实施或调整新的记账流程
查看英文原文
Who we are
At ConnectCPA, we’re not your traditional accounting firm. We are an online/virtual firm, paperless, and tech-savvy. We are growing rapidly and searching for a team member who meshes with our unique firm culture.
We are a Licensed, Chartered Professional Accounting (CPA) firm that operates with a startup mentality: we experiment, we collaborate, we embrace new technologies, we automate, and we actually like Mondays (most of the time).
We’re big believers in working smart, not just hard. We wear hoodies, not suits. We talk on Slack more than email. And we’re constantly on the lookout for new tools and better ways of doing things. We’ve made growth and innovation a part of our DNA.
Want a peek behind the scenes? Check us out on our [Website](http://www.connectcpa.ca/), [LinkedIn](https://linkedin.com/company/connectcpa), and [Instagram](https://www.instagram.com/connectcpa/).
You can see the highlights from our 2023 PH retreat [HERE](https://www.linkedin.com/posts/maggie-miller-50a797113_bestteamever-activity-7163244804779282432-8LJo?utm_source=share&utm_medium=member_desktop).
Why us?
We’re building a workplace where people can grow, feel heard, and actually enjoy their work. Here’s what that looks like:
- Fully Remote.You will be working from your home office (who doesn't love that?)
- Room to grow.Opportunities for career development and annual performance increase.
- Tiered Quarterly Bonus. Turn your exceptional performance into exceptional rewards.
- Fully paid for health, dental, and vision benefits. Plus access tovirtual healthcare.
- Fridays off in July & August(yep, paid!)
- Paid December holiday shutdown. Rest, recharge, repeat.
- Equipment Provided.A brand-new laptop and all the gear you need to hit the ground running.
- Your voice matters.From improving workflows to shaping our culture, everyone has a seat at the table.
- Supportive, inclusive, and low-ego environment.We value respect, collaboration, and open communication, without unnecessary corporate politics.
- Comfortable, casual, and professional.We don’t require formalwear; wear what helps you do your best work, while remaining presentable and client-ready when needed.
What is the role?
Transition Bookkeeping:
- Coordinate the handoff of the bookkeeping files from the previous bookkeeper to the future bookkeeper
- Perform a clean-up of the bookkeeping if required
- Ensure the bookkeeping process and cadence for the client are reviewed
- Implement or adjust the new bookkeeping process
- Create and maintain a thorough process of documentation
- Correspond with clients to ensure bookkeeping is maintained, and build processes and procedures
- Monitor the incoming bookkeeper's progress in the transition upon the file hand-off
- Communicate with the senior bookkeeper about the progress of the transition and transfer of the bookkeeping process, procedural knowledge, and documentation
Catch-Up Projects:
- Responsible for performing ad-hoc catch-up bookkeeping for non-bookkeeping clients
- Provide absence and vacation coverage for existing bookkeepers if necessary
- Bookkeeping catch-up for new clients if necessary
Training:
- Train the bookkeeper to transition over the accounts
Required Experience
- An excellent understanding of accrual bookkeeping, payroll, debits and credits, clearing accounts, bank reconciliations, and more
- An excellent understanding of the ins and outs of how an accounting system works: Invoicing, payables, bookkeeping, tax rates, etc.
- Prior bookkeeping experience in a fast-paced environment of at least 5 years
- Working knowledge and experience with Xero and QBO
What you bring to the table:
- Great communicator.You’re confident, clear, and professional in both writing and conversation. Clients trust you, and teammates love collaborating with you.
- Organized & efficient.You can juggle multiple clients and tasks without dropping a beat, and you are familiar withtask tracking tools ( i.e. Karbon, ClickUp, Monday, Asana, etc.)
- Self-starter energy.You’re proactive, motivated, and comfortable working independently in a remote setting.
- Tech-savvy.You learn new software quickly and maybe even geek over automations and workflow hacks.
- Accounting know-how. Bookkeeping, invoicing, payables, tax rates, and more. Experience with tools like Xero, QBO, Hubdoc, and Dext is a big plus.
- You just get it.You’re sharp, dynamic, and ready to become a key player in a fast-growing firm where your ideas make an impact.
- Strong internet.At least 6Mbps up/down to keep Zoom running smoothly and work flowing freely.
We are looking for somebody talented and dynamic. We are a growing firm, and the individual who is selected for this position will become a key member of our team!
_ConnectCPA is an equal-opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals without discrimination on the basis of race, colour, religion, sex, sexual orientation, gender identity, marital status, age, disability, national or ethnic origin, veteran status or any other protected class._