August 11, 2022

Cloud Accountant, Client Onboarding Specialist


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Job Title: Cloud Accountant, Client Onboarding Specialist
Location: Scottsdale, Arizona (Remote Based)
Hiring Company: Accountingfly
Our client has an excellent opportunity to join a team of professionals providing outsourced controller, business development, accounting, bookkeeping, and payroll services as an Onboarding Specialist. 

Job Type:
Full time, W2


  • Paid Time Off
  • Paid holidays after 90 days of employment
  • Health, Dental, Vision
  • Volunteer time exchange – exchange service hours for paid time off
  • Payroll donations to your favorite causes
  • $500 annual learning stipend
  • Team events
  • A fun and supportive culture that values hard work, excellent customer service and work/life balance


  • We treat it like we own it
  • We leave it better than we found it
  • We’ll be a lighthouse for ​our team​ and ​our clients
  • We’re in it for the long run
  • We have fun​ doing it​


  • Minimum of associates degree in accounting required
  • Understanding of accounting processes, internal controls, and financial statements
  • Candidate shall pass a background test and credit check
  • Candidate shall become Certified in QuickBooks Online, QuickBooks Desktop and any other software the company utilizes to service clients


  • Develop a working relationship with clients, employees, and other partners of the organization
  • Document the accounting processes and internal controls for each client
  • Maintain client documents and files electronically – keep detailed notes regarding the client’s business goals and needs
  • Proactively communicate information and advice (solicited or not) that suits the growth of the client’s business
  • Assist in documenting the organization’s standard operating procedures and implement any necessary changes according to accounting best practices and industry trends
  • Assist the owner with new client on-boarding, set up, and communication
  • Assist the owner and Attorney/CPA partner with various tasks
  • Record/Process daily transactions and allocate to the correct accounts
  • Reconcile bank, asset, and liability accounts on a monthly basis or as needed
  • Review financial statements, verify accounts balances for accuracy on a weekly basis
  • Provide ledgers, working papers, and documentation to support account reconciliations and financial statements
  • Resolve accounting related issues efficiently without jeopardizing the quality of service provided
  • Provide accounting/financial solutions for clients’ needs to improve their business standing
  • Create client specific reports
  • Answer accounting and financial questions by researching and interpreting relevant and timely data
  • Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations
  • Accomplish client and organization missions by completing related results in a detailed, professional, and efficient manner
  • Protect the organization’s and client’s value by keeping information confidential


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