Onboarding Cloud Accountant (Remote, Canada)

This is a remote-based opportunity from anywhere in Canada ## About Amlb AMLB is a progressive virtual Chief Financial Officer (CFO) business that enables clients and team members to reach their potential. We partner with growing businesses and not-for-profit organizations across Canada, combining cloud technology with proactive financial advice to help our clients succeed. ## The Position The Onboarding Cloud Accountant owns the first chapter of the client journey at AMLB and is responsible for leading new clients through onboarding and setting them up for long-term success. You will work closely with clients to transform incomplete, disorganized, or inefficient accounting processes into scalable cloud-based systems and workflows. You will coordinate onboarding engagements, resolve historical accounting issues, implement best practices, and ensure a seamless transition into AMLB's ongoing service model. As AMLB continues to grow, this role is expected to evolve into a specialized onboarding position focused on implementation, process improvement, and client transition excellence. This is a unique opportunity to help shape and build AMLB's onboarding function from the ground up. Initially, the role is expected to operate in an approximate 50/50 structure: • 50% Client Onboarding & Implementation – Lead approximately four new client onboardings per month (approximately eight active onboarding engagements based on an average 60-day onboarding cycle). Responsibilities include accounting clean-up, system implementation, workflow design, project management, and transitioning clients to AMLB's recurring service model. • 50% Recurring Cloud Accounting – Support a limited portfolio of approximately 8–10 recurring clients to maintain technical expertise, support team capacity, and remain connected to AMLB's ongoing service model. As onboarding demand increases, recurring client responsibilities will gradually decrease, allowing the role to become increasingly focused on onboarding, implementation, and continuous improvement. ## The Priorities Client Onboarding & Implementation Lead onboarding engagements from kickoff through transition, coordinating accounting clean-up, system implementation, client communication, and handoff to the recurring service team. Accounting Quality & Advisory Review historical financial information, resolve accounting issues, establish reliable reporting processes, and provide practical recommendations that support client success. Onboarding Operations & Continuous Improvement Improve onboarding workflows, templates, documentation, SOPs, metrics, and client experience while leveraging technology and AI. Provide input into onboarding capacity planning and future resource requirements. ## Core Responsibilities