Who we are
At ConnectCPA, we’re not your traditional accounting firm. We are an online / virtual firm, paperless, and tech-savvy. We are growing rapidly and searching for a team member who meshes with our unique firm culture.
We are a Licensed, Chartered Professional Accounting (CPA) firm that operates with a startup mentality : we experiment, we collaborate, we embrace new technologies, we automate, and we actually like Mondays (most of the time).
We’re big believers in working smart, not just hard. We wear hoodies, not suits. We talk on Slack more than email. And we’re constantly on the lookout for new tools and better ways of doing things. We’ve made growth and innovation a part of our DNA.
Want a peek behind the scenes? Check us out on our, and .
You can see the highlights from our PH retreat.
Why us?
We’re building a workplace where people can grow, feel heard, and actually enjoy their work. Here’s what that looks like :
- Fully will be working from your home office (who doesn't love that?)
- Room to grow.Opportunities for career development and annual performance increase.
- Fully paid for health, dental, and vision benefits. Plus access tovirtual healthcare
- Fridays off in July & August(yep, paid!)
- Paid December holiday shutdown. Rest, recharge, repeat.
- Equipment brand-new laptop and all the gear you need to hit the ground running.
- Your voice improving workflows to shaping our culture, everyone has a seat at the table.
- Chill, inclusive ’re diverse, easy-going, and allergic to corporate drama.
- No formalwear required.Hoodies welcomed, PJ pants encouraged.
What is the role?
Transition Bookkeeping :
Coordinate the handoff of the bookkeeping files from the previous bookkeeper to thefuture bookkeeper
Perform a clean-up of the bookkeeping filesEnsure the bookkeeping process and cadence for the client are reviewedImplement or adjust the new bookkeeping processCreate and maintain a thorough process of documentationCorrespond with clients to ensure bookkeeping is maintained, and build processes andprocedures
Monitor the incoming bookkeeper's progress in the transition upon the file hand-offCommunicate with the senior bookkeeper about the progress of the transition andtransfer of the bookkeeping process and procedural knowledge, and documentation
Catch-Up Projects :
Responsible for performing ad-hoc catch-up bookkeeping for non-bookkeeping clientsProvide absence and vacation coverage for existing bookkeepers if necessaryBookkeeping catch-up for new clients if necessaryTraining :
Train the bookkeeper to transition over the accountsAssist with administering demo files for the incoming new bookkeepers if neededRequired Experience
years of bookkeeping experience with multiple clients simultaneouslyAn excellent understanding of accrual bookkeeping, payroll, debits and credits, clearing accounts, bank reconciliations, and moreAn excellent understanding of the ins and outs of how an accounting system works : Invoicing, payables, bookkeeping, tax rates, etc.Prior bookkeeping experience in a fast-paced environmentTech-Savvy : Advanced experience with various bookkeeping software (Xero, QBO, Dext, AX, Shopify)What you bring to the table :
Great ’re confident, clear, and professional in both writing and conversation. Clients trust you, and teammates love collaborating with you.Organized & can juggle multiple clients and tasks without dropping a beat.Self-starter ’re proactive, motivated, and comfortable working independently in a remote setting.learn new software quickly and maybe even geek over automations and workflow hacks.Accounting know-how. Bookkeeping, invoicing, payables, tax rates, and more. Experience with tools like Xero, QBO, Hubdoc, and Dext is a big plus.You just get ’re sharp, dynamic, and ready to become a key player in a fast-growing firm where your ideas make an impact.Strong least Mbps up / down to keep Zoom running smoothly and work flowing freely.