Onboarding Staff Accountant

Company Description

At Kaizen CPAs + Advisors & Your Payroll Department (YPD), we’re a people-first firm dedicated to helping businesses overcome financial challenges and achieve their goals. With decades of experience, we focus on practical, forward-thinking solutions that put people at the heart of everything we do.

Our work is guided by four core values:

• Own It: Take pride in solving problems and delivering results. 💪🌟
• Be an Ideal Team Player: Collaboration and support are key to our success. 🤝🙌
• Make a Positive Impact: We’re committed to making a difference for our clients, team, and community. 🌍💖
• Embrace a Growth Mindset: Constant learning and evolving helps us grow—together. 📚🚀

At Kaizen and YPD, we prioritize the growth and well-being of our people. You’ll join a supportive team where challenges are turned into opportunities, and where your work truly makes a difference for our clients, the team, and your career. Join us and experience a people-first culture that values your success and development!

Job Description

We are seeking an Onboarding Staff Accountant to support new clients as they transition into the Kaizen accounting system. Your role bridges accounting expertise with onboarding execution—cleaning up books, performing reconciliations, preparing initial financial reports, and establishing the foundation for each client’s long-term success with our firm. 

You’ll work closely with our Onboarding Manager to ensure client files are accurate, organized, and standardized to our Kaizen methodology. This position is ideal for someone who enjoys variety, learns quickly, and thrives in a fast-paced environment where every day brings a new challenge. 

What You’ll Do 

Onboarding Accounting Work 

• Clean up and standardize new clients’ QuickBooks Online files. 
• Perform bank and credit card reconciliations, categorize transactions, and correct data inconsistencies. 
• Prepare initial financial statements for onboarding review. 
• Draft adjusting journal entries for accruals, depreciation, payroll entries, and reclassifications. 
• Assist in connecting POS systems, payroll integrations, and other external software during onboarding. 
• Maintain complete, well-documented workpapers for smooth client handoff. 

Client & Team Communication 

• Request needed financial information from clients and follow up professionally and proactively. 
• Update the Onboarding Manager on progress, challenges, and delays. 
• Support training preparation by ensuring the client’s file is clean, organized, and ready for onboarding sessions. 
• Collaborate with accounting, payroll, tax, and admin teams as needed. 

Operational Excellence 

• Complete onboarding tasks within the established 30–45 day timeframe. 
• Maintain accurate to-do lists, timelines, and internal reports. 
• Uphold Kaizen standards for accuracy, timeliness, and exceptional client experience. 
• Contribute ideas to improve onboarding workflows and client processes. 

Qualifications

What You Bring 

Technical Skills 

• Experience in bookkeeping/accounting: reconciliations, journal entries, financial statements. 
• QuickBooks Online proficiency; QBO ProAdvisor certification (or willingness to obtain quickly). 
• Understanding of basic accounting concepts (A/R, A/P, bank recs, payroll posting, revenue recognition, depreciation). 
• Strong Excel and Microsoft Office skills. 

Professional Strengths 

• Excellent communication and customer service. 
• Ability to multitask, stay organized, and manage multiple onboarding projects. 
• Problem-solving mindset with high attention to detail. 
• Comfortable working independently and in a team setting. 
• Positive attitude, adaptability, and willingness to embrace continuous learning. 

Education & Experience 

• Associate’s or Bachelor’s degree in Accounting or related field preferred. 
• QuickBooks Online ProAdvisor certification (required or achieved shortly after hiring); Advanced certification preferred. (The résumé candidate already possesses this.)  
• Experience in bookkeeping, bank reconciliations, journal entries, payroll, and financial statement preparation.  
• Strong customer service skills, communication, and problem-solving ability.  
• Ability to manage multiple clients, tasks, and deadlines in a fast-paced environment. 
• Proficiency with Microsoft Office, QBO, and willingness to learn new technologies. 
• Team player motivated to work in a fast-paced environment 

Additional Information

Here’s a peek at w