KeepingCount US Based Accounting Client Onboarding Specialist Remote · Full time

This role will oversee all administrative and accounting duties related to the onboarding for new clients.


We are looking to add an experienced, diligent, and professional Client Onboarding Specialist to our growing team at KeepingCount!


If you're hard-working and dedicated to building your career, KeepingCount is a perfect match that offers you a career with both purpose and opportunity.


About the Role


This role will oversee all administrative and accounting duties related to the onboarding for new clients.


The ideal candidate for this role must be organized, attentive to details, thorough in understanding general accounting functions, and knowledgeable of software. They understand the value of teamwork and collaboration and get excited about implementing software to drive solutions. They will be crucial in maintaining the success of our clients' journeys and ensuring their success and growth.


Duties & Responsibilities 


  • Reviewing new clients’ financial statements and identifying items that need cleanup
  • Identifying opportunities for the implementation of apps and automation
  • Handling QuickBooks Online setups, customizing chart of accounts
  • Completing clean-up, catch-up, and project accounting for new clients
  • Performing the first full cycle accounting closes for new clients including reconciling accounts and recording journal entries, including accruals, prepaids, payroll, etc
  • Transferring fully cleaned-up/caught-up clients to the recurring accounting team
  • Presenting client details, processes, etc., to the internal team clearly and efficiently
  • Creating specialty reporting for clients
  • Effectively managing client onboardings by making sure work is performed in a timely manner
  • Assisting in building internal processes and best practices for project work and clean up
  • Communicating and building relationships with clients via phone, email, Teams meetings during the sales and onboarding process


Skills & Qualifications 


●    Accounting, payroll, and bookkeeping experience in a multi-client environment.

●    5+ years of SMB accounting experience

●    Bachelor’s Degree in Accounting

●    Proficient in cloud accounting technologies (1+ years in QBO, Sage Intacct, Gusto, Rippling, Melio,, Hubdoc, etc.)

●    Asana experience a + but not required

●    Ability to manage deadlines across multiple clients

●    Excellent communication skills with both clients and team members across digital channels and an innate desire to build relationships

●    Keen attention to detail and obsession with making sure there is accuracy, integrity, and dependability in their work.

●    Working knowledge of GAAP and basic accounting terminology

●    Knowledge of online calendars and scheduling (Google Calendar, Zoom, Microsoft Teams, G-Meet).

●    Excellent phone and email etiquette.

●    Strong time management and organizational abilities, with a proven ability to manage multiple tasks and projects to successful on-time completion.

●    Ability to troubleshoot/problem-solve independently.


Competitive Salary: DOE



  • Medical, Dental & Vision insurance
  • Generous PTO & Holiday pay
  • Company provided Laptop
  • Many internal growth opportunities
  • Remote role with flexible work schedule


About Us:


The KeepingCount group of companies provides accounting, bookkeeping, tax advisory, and CFO services to businesses in a variety of industry verticals such as real estate, life sciences, e-commerce, and more. We understand the uniqueness of these industries and work with our clients to help create the perfect scope to meet your needs. KeepingCount takes care of all financial and regulatory details so that you, the industry professional, can stay focused on your goals.


Why Join Our Team?


We know that you have many employment opportunities, however, few can match the unique and rewarding career that KeepingCount offers. We are committed to providing you the following:

  • Clear Career Development & Opportunity – We love to promote from within.
  • Culture, Comradery, & Community – We believe that work can and should be fun.
  • Mission-Driven Values, Meaningful Work – We truly believe in our core values – Conscientious, Gracious, and Discipline – they are what guide us as a company.
  • Work/Life Harmony – We are proud to offer flexible work schedules and a work from home opportunity.
  • Global Team Experience – We work closely with our international team members who all share our same passion for serving our clients in bookkeeping, accounting, and tax services.



$70,000 - $85,000 per year