** This is a remote-based opportunity from anywhere in Canada **
ABOUT AMLB
AMLB is a progressive virtual Chief Financial Officer (CFO) business that enables clients and team members to reach their potential. AMLB is growing quickly, having onboarded a portfolio of innovative clients making a real impact in a range of industries from technology to social impact. Purpose-driven and relationship-focused, we are strategic financial partners who intimately understand our clients' businesses and have built a reputation for delivering proactive advice that unleashes our clients’ performance potential.
SERVICES OVERVIEW
Cloud Accounting: AMLB takes the stress out of managing clients' day-to-day finances by providing a comprehensive cloud bookkeeping solution. From a digitized receipt capture solution to maintaining up-to-date financial records, we handle the clients' bookkeeping tasks efficiently and accurately. We also simplify accounts receivable and payable workflows by setting up and managing user-friendly AP/AR systems through tools like Plooto and Stripe to deliver a seamless, cloud-based solution for managing all incoming and outgoing payments.
Tax Planning & Preparation: AMLB offers comprehensive tax support, including the preparation and filing of T2 corporate tax returns, GST/HST filings, financial statement management, and strategic tax planning. AMLB also provides T1 tax filing for owner-managers and audit support for CRA reviews, ensuring peace of mind and compliance throughout the year.
Payroll: AMLB’s cloud-based payroll solutions enable clients to securely process payroll anytime, from anywhere. With WagePoint at the core, we manage direct deposits, T4 slips, tax remittances, and real-time updates, while leveraging collaborative tools to ensure accuracy, timeliness, and insight-driven payroll management.
CFO Advisory: Through virtual CFO services, AMLB delivers strategic financial guidance tailored to the needs of growing businesses. Our advisory offering includes financial modeling, deep dives into profit and margin leakage, audit committee and board reporting, cash flow and forecast analysis, and key performance indicator (KPI) development—all at a fraction of the cost of an in-house CFO.
Not-for-Profit Services: AMLB provides end-to-end financial compliance and advisory for not-for-profit organizations, including preparation and electronic filing of T3010 Registered Charity Returns, funder reporting, and support with government rebate programs such as HST, property tax, and public service body rebates.
Technology Enablement: AMLB stands out through its industry-leading use of cloud-first tools to automate, document, and streamline client services—leveraging platforms like Karbon for workflow management, SweetProcess and Loom for process documentation, Dext Prepare for receipt capture, QBO/Xero for accounting, WagePoint for payroll, Plooto for payments, and Microsoft SharePoint and Teams for seamless collaboration.
AMLB in the Community:
AMLB is a purpose-driven organization committed to improving outcomes for clients, team members, and its communities. We regularly support various causes, such as ending youth homelessness, reducing poverty, and eliminating its carbon footprint.
AMLB's global recognition includes being named a Top 50 Modern Accounting Firm, winning the Karbon Excellence Award for Diversity & Authenticity and being shortlisted for the Karbon Excellence Award for Sustainability.
https://futurefirm.co/the-top-50-modern-accounting-firms-of-2025/
https://karbonhq.com/resources/2023-karbon-excellence-awards-winners/
POSITION OVERVIEW
As our Onboarding Accountant, you’ll be the go-to expert who gets new clients set up for success: cleaning up their books, building their workflows, and configuring their systems so the ongoing team can thrive. In this role you will:
- Lead end-to-end client onboarding for entrepreneurs and non-profit organizations
- Own clean-up and catch-up bookkeeping using modern cloud tools
- Build and continuously improve our onboarding workflows and templates in Karbon
- Work 100% remotely, with meaningful collaboration and real growth opportunities
If you love turning messy, complex situations into clear, well-run systems, this role is for you.
The Onboarding Accountant specializes in the first chapter of the client journey at AMLB. In this role you will take new clients from “messy and unclear” to “organized, reconciled, and ready for ongoing service”, configure their systems and workflows so the delivery team can hit the ground running, and improve our onboarding processes, documentation, and templates over time.
You’ll work closely with various stakeholders including our Technology and Payroll teams, Client Managers, Cloud Accountants and Bookkeeping Specialists, and you’ll have a direct impact on how smoothly new clients experience AMLB from day one.
CORE RESPONSIBILITIES
Client Onboarding & Clean-Up
- Lead end-to-end onboarding for new clients, in alignment with AMLB’s commitment to a world-class finance function for entrepreneurs and non-profits
- Perform catch-up and clean-up bookkeeping in QuickBooks Online or Xero, including reconciliations, clearing accounts, sales tax, payables, and invoicing
- Review client books, identify issues, and proactively resolve or escalate items that could affect quality, compliance, or timelines
- Prepare clean, well-documented handoffs to the ongoing service team
Workflow, Templates & Process Improvement
- Build, maintain, and improve onboarding workflows and templates in Karbon (e.g., tasks, dates, owners, naming conventions, checklists)
- Streamline and standardize onboarding procedures, identifying ways to reduce friction and increase quality
- Create and maintain documentation (step-by-step procedures, checklists, and short training videos) to support internal adoption of new processes
- Gather feedback from team members and incorporate it into sustainable process improvements
Capacity, Tools & Firm-Wide Operations
- Maintain onboarding capacity tracking and monitor utilization to help plan upcoming workload and timelines
- Research, evaluate, and test tools that improve onboarding efficiency and accuracy; support implementation and rollout
- Participate in firm-wide operational improvement initiatives and share ideas for doing things better, faster, and smarter
IDEAL CANDIDATE PROFILE
- 3+ years of full-cycle cloud bookkeeping experience, including client onboardings and managing multiple clients simultaneously
- Chartered Professional Accountant (CPA), Certified Professional Bookkeeper (CPB) is preferred
- Experience with QuickBooks Online or Xero (configuration, reconciliations, catch-up/clean-up work)
- Excellent customer service skills and a proven ability to quickly build key relationships
- Demonstrated experience in a multi-client environment managing multi-step
projects (e.g., system conversions, clean-up engagements, complex onboarding) - High level of attention to detail and comfort working with messy or incomplete records
- Experience with Canadian bookkeeping, payroll, and/or sales tax
- Excellent written and verbal communication skills
- Tech-savvy and comfortable learning and using tools such as Karbon, Dext, Wagepoint, Plooto, and other cloud applications
- Able to work independently in a remote environment, manage your time, and meet deadlines without supervision
THE ATTRACTIONS
- This role pays competitively (including bonus)
- A comprehensive, cost-shared benefits package that includes long-term disability and critical illness coverage, a cell phone allowance, a new laptop, and a $500 contribution towards your home office set-up to make your workspace more comfortable.
- A trust-based culture which allows you to work from anywhere, flexible hours, half-days on Fridays in August, and emphasizes results delivered over hours worked.
- The chance to work in a fun, entrepreneurial, and collaborative environment for an organization with a strong growth mandate, that embraces innovation and new ideas, has an employee-focused culture, forward-thinking leadership, and an incredible upward trajectory, including a performance bonus.
- The opportunity to join a diverse, driven, and talented team (check them out), in a role of significant impact and visibility. AMLB’s Co-founders (former Fortune 500 executives) prioritize learning, a collaborative culture, and professional development through ongoing coaching and mentorship.
- Exposure to the latest technology, with autonomy to test and explore new platforms, and access to leading AI tools, including ChatGPT Plus; significant investment in your AI learning journey to future-proof your career.
- As a highly client-facing role, you will work with and have significant exposure to a diverse group of companies, ambitious entrepreneurs, and non-profit executives across Canada. You will get to work with owners directly and have excellent visibility into how companies operate at various stages from pre-revenue to initial public offering (IPO).
- If you want to work at an entrepreneurial business where you will have the opportunity to make a real impact and gain experience using tools that are disrupting the way accounting is done – this is an excellent opportunity.
We thank all applicants for their interest and wish to advise that only those candidates selected for an interview will be contacted. Appropriate accommodations will be provided upon request throughout the recruitment and employment process as required under the Accessibility for Ontarians with Disabilities Act (AODA).
