Onboarding Accounting Specialist

Job Description: Lead daily client meetings to gather data and build trust. Set up and configure Uplinq and QuickBooks Online accounts to ensure seamless integration with our bookkeeping systems. Compare signed proposals to actual needs; recommend scope/pricing changes. Manage onboarding timelines, deliverables, and client expectations. Troubleshoot issues and optimize configurations. Collaborate with clients and internal teams to transition accounts into ongoing support with the Accounting Specialists team. Requirements: 2+ years in a client-facing accounting or onboarding role. Public or multi-client accounting background Proficient in QuickBooks Online setup and troubleshooting. Strong background in both cash- and accrual-based accounting Benefits: Competitive pay health, dental, vision, 401(k), and life insurance Remote-first and flexible work culture Clear path for career growth in a fast-growing firm Modern tech stack and automation-first mindset Supportive, collaborative team with strong systems and documentation