AMLB CPAs and Consulting

Accountant

• Manage a portfolio of growth-oriented clients in a wide range of industries across Canada, ensuring that deliverables are timely, accurate, and aligned with client expectations
• Take ownership of delivering timely and accurate bookkeeping, accounts payable, month-end / quarter-end close, sales tax filing preparation and management reporting responsibilities for a portfolio of Canadian clients utilizing a variety of cloud-based software
• Prepare monthly or quarterly financial analysis and reporting, including participation in client discussions via Zoom and/or Microsoft Teams
• Respond to all client queries within 1 business day
• Enhance sustainability and effectiveness of key processes by recording training videos and creating step by step procedures

Cloud Accountant

• Lead end-to-end onboarding for new clients, in alignment with AMLB’s commitment to a world-class finance function for entrepreneurs and non-profits
• Perform catch-up and clean-up bookkeeping in QuickBooks Online or Xero, including reconciliations, clearing accounts, sales tax, payables, and invoicing
• Review client books, identify issues, and proactively resolve or escalate items that could affect quality, compliance, or timelines
• Prepare clean, well-documented handoffs to the ongoing service team
• Build, maintain, and improve onboarding workflows and templates in Karbon (e.g., tasks, dates, owners, naming conventions, checklists)
• Streamline and standardize onboarding procedures, identifying ways to reduce friction and increase quality
• Create and maintain documentation (step-by-step procedures, checklists, and short training videos) to support internal adoption of new processes
• Gather feedback from team members and incorporate it into sustainable process improvements
• Maintain onboarding capacity tracking and monitor utilization to help plan upcoming workload and timelines
• Research, evaluate, and test tools that improve onboarding efficiency and accuracy; support implementation and rollout
• Participate in firm-wide operational improvement initiatives and share ideas for doing things better, faster, and smarter

Cloud Accountant

Onboarding Cloud Accountant