About Bookkeeper360:

Bookkeeper360 is a fintech accounting solution for small businesses. Bookkeeper360’s product offerings include SaaS business intelligence tools and tech-enabled accounting, advisory, back-office, payroll, and tax services provided by its 100% U.S. Based team of CPA’s and accounting experts.

We have been recognized by Inc 5000 Fastest Growing Companies for the past three consecutive years, and in 2020, Bookkeeper360 was awarded as an Inc. 5000 Best places to work.

This is a fully remote position.

Our firm is in a hyper-growth stage and is expanding our team to service our fast-growing client base.

We have serviced over 1000+ businesses nationwide by providing:

  • Full-service cloud-based bookkeeping and accounting department
  • Proprietary business advisory technology platform (bookkeeper360.com/app)
  • CFO advisory and controller services
  • Tax advisory and preparation
  • Back office and technology solutions
  • Payroll & Human Resources

Job Duties for Onboarding Manager:

This position works within our onboarding department and is an integral part of managing our clients’ success. You will be managing a team of like-minded individuals and the following day to day responsibilities:

  • Establish, build and manage client relationships
  • Manage a team of staff accountants to ensure timely, accurate onboarding of all new clients
  • Ensure accuracy, quality control, and profitability of onboarding department
  • Knowledge of costing inventory, valuation, and internal controls
  • Building a chart of accounts based on businesses functions and reporting needs
  • Working with sales team members on quoting client engagements
  • Management and oversight of client financial statements on an accrual basis accounting
  • Review workflow and business operations and make cloud technology and app recommendations to increase efficiencies
  • Proactive in raising questions and issues to bring to leadership's attention
  • Complete knowledge of Bookkeeper360’s platform of services and ability to cross-sell
  • Reconcile year-end tax and payroll to books
  • Point of contact for escalation for client-related issues

Qualifications for Onboarding Manager:

  • 2-3 years experience onboarding new clients
  • Preferred accounting: experience in ecommerce, product companies, technology, professional service business, and real estate
  • Minimum of 5 years of accounting experience
  • 4-Year degree in accounting or related field (Masters / CPA is a plus)
  • Knowledge of Quickbooks Online or Xero
  • Excellent verbal and written communication skills
  • Experience using Office & Google Suite (Docs, Sheets)

Gets You To The Top Of The List:

  • Onboarding experience
  • Prior managerial experience
  • Consulting experience
  • Cloud-based accounting experience
  • Experience working with Shopify, Bill.com, Gusto


  • Salary range from $65,000-$75,000/year + performance bonus
  • Comprehensive benefits package including medical, dental, disability, and 401K
  • Unlimited PTO after the first year and paid holidays
  • Weekly training
  • Collaborative team-based work environment (100% remote since the pandemic)
  • Career path and advancement opportunities - company policy of promoting from within