Kaizen CPAs + Advisors
Website:
kaizencpas.com
Job details:
Kindly share your resume at jsaini@kaizencpas.com
📢 We're Hiring! — Onboarding Assistant
🎯 Role & Responsibilities
Handle the onboarding process for new US clients, including gathering financial documents, historical data, and access credentials
Set up new client files in QuickBooks/Accounting CS - chart of accounts, vendor/customer lists, and opening balances
Perform initial cleanup and catch-up bookkeeping for newly onboarded clients
Review prior-period financials for accuracy and flag discrepancies before transitioning clients to the ongoing accounting team
Coordinate with US-Team to collect missing information and clarify onboarding requirements
Document client-specific workflows, preferences, and SOPs for smooth internal handoff
Conduct preliminary account reconciliations (bank, credit card, AP/AR) during the onboarding phase
Ensure all onboarding tasks comply with internal quality standards and client-specific requirements
Collaborate with engagement managers to track onboarding timelines and ensure on-time completion
Location: Feroze Gandhi Market, Ludhiana
Experience Required: 1–3 years
Industry: US Accounting
Language: English proficiency is mandatory due to US client interaction
🕒 Work Timings
For M
2:00 PM – 11:00 PM (Mon–Fri)
For F
1:00 PM – 7:00 PM (From Office), 8:45 PM – 11:00 PM (Work From Home) (Mon–Fri)
📚 Qualifications
Bachelor's degree in Accounting or Finance.
CA (Dropout) considered a plus
Prior experience in bookkeeping, client onboarding, or accounting setup preferred.
Hands-on experience with QuickBooks Online/Desktop or Accounting CS preferred.
Strong attention to detail and ability to manage multiple onboarding files simultaneously.
Click on Apply to know more.
