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The ideal candidate will be well organized and comfortable dealing with financial data. This individual will be responsible for setting our clients up for success. They should be excellent at recording data and have an ability to produce clear financial reports. If you are ready to strap in for the ride with a rapidly growing accounting firm, we are the firm for you.

Your Responsibilities

  • Record QBO bank feeds and match any receipts from QBO/Hubdoc/Receipt Bank
  • Record payroll and/or remittances in QBO or Wagepoint
  • Record GST in QBO
  • Submit any unknown transactions to management to forward to the client for clarification
  • Reconcile accounts in QBO
  • Setup and Finalize client files in CaseWare
  • Setup clients with QBO, Hubdoc, Receipt Bank, Wagepoint, and Plooto
  • Prepare T1s in Profile

Our Responsibilities

  • Teach you our values, strategy, and processes we have in place for our clients.
  • Provide you any details and individual requirements of each of our clients
  • Provide information as needed from clients such as bank statements/payroll information/invoices 
  • Be available for questions as needed


  • QuickBooks Online Certification
  • QuickBooks Advanced Certification
  • Experience with CaseWare and Profile
  • Any experience with Caseware Cloud/Hubdoc/Receipt Bank/Wagepoint/Plooto (including certifications) would be a bonus
  • Designated CPA (or student) OR Individual with 5 years Public Practice Experience looking for REAL work/life balance

We have big dreams for our firm, and the opportunity to move into a leadership role is wide open.