What You'll Be Responsible For

As an Accounting Advisory Manager focused on New Client Onboarding, you will lead the process of transitioning new clients into our accounting ecosystem. You will oversee onboarding project execution, ensure financial data accuracy, and design scalable workflows that set clients up for long-term success. Your technical proficiency, operational mindset, and client communication skills will be key to building a seamless and high-quality onboarding experience.

Key Responsibilities

• Lead and manage the new client onboarding process, from discovery to successful transition into ongoing service.

• Serve as the primary client contact during onboarding—gather financial data, set expectations, conduct client meetings, communicate progress clearly and proactively, ensuring client satisfaction and retention.

• Develop and document standardized / client-specific workflows and best practices to ensure consistency and scalability in onboarding operations.

• Collaborate cross-functionally with internal teams (Sales, Accounting Recurring Service Team, Tax, and Operations) to ensure smooth client handoffs.

• Providing technical accounting expertise and advisory support on complex accounting issues.

• Build customized financial models and templates using Google Sheets to support client setup, forecasting, and financial analysis.

• Streamline data migration and system setup, including integrations with platforms such as QuickBooks Online, Xero, Bill.com, Ramp, Gusto, and other accounting tools.

• Implement workflow automation and process improvements to enhance efficiency.

• Conduct quality checks on client financial records during onboarding to ensure accuracy and completeness before handoff to the accounting team.

• Create and maintain onboarding documentation and client training resources to enhance knowledge sharing.

• Identify opportunities to improve internal processes through technology, documentation, and client feedback.

• Ensure compliance with GAAP, tax regulations, and company policies.

Daily Tools

• Accounting & Merchant Platforms: QuickBooks (Online and Desktop), Xero, Netsuite (a plus), Bill.com, Ramp, Divvy, ADP, Gusto, Synder, Stripe, Paypal, Shopify, Amazon…

• Workflow & Automation: Keeper, Zapier, 1Password

• Project Management & Communication: Front, Google Suite (Sheets, Docs, Slides), Excel

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field (CPA/CMA preferred).

• 7+ years of accounting firm experience with at least 3 years in client-facing or implementation/project management roles.

• Proven experience managing accounting system setup, data migration, or onboarding projects for US-based clients, various industries such as E-commerce, SaaS, Professional Services, Nonprofits, Restaurant, etc.

• Strong technical skills in QuickBooks, Xero, Google Sheets modeling (important), and automation tools.

• Deep understanding of GAAP and accrual-based accounting.

• Excellent project management and organizational skills—able to manage multiple concurrent onboarding projects.

• Exceptional client communication and relationship-building skills.

• Experience in workflow documentation and process design.

• Experience working with remote or distributed teams is a plus.

You Will Excel In This Role If You

• Thrive in fast-paced, project-based environments and enjoy building efficient systems.

• Are a tech-savvy problem solver who leverages tools to streamline accounting processes.

• Communicate clearly and proactively with clients and team members.

• Enjoy creating clarity from complexity—documenting processes and standardizing workflows.

• Are analytical, detail-oriented, and passionate about improving operational excellence.

• Enjoy mentoring and developing accountants, fostering a culture of excellence and accountability.

• Take ownership and initiative to enhance the client experience from day one.

If you are a seasoned accounting professional looking to make a significant impact in a dynamic and growing environment, we’d love to hear from you!

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