Initialization Accounting Specialist
Individual applicants residing in the US only
About the role
As a Initialization Accounting Specialist, you’ll take ownership of catch-up and clean-up accounting for new clients during onboarding. Your work will ensure that historical financial data is accurate, complete, and tax-ready. From untangling messy books to resolving reconciliation issues and standardizing processes, you’ll play a critical role in preparing clients for a smooth transition into ongoing services.
What you'll do
Design and implement streamlined Chart of Accounts and bookkeeping setups.
Clean up and reclassify historical transactions to ensure accurate financial records.
Reconcile bank, credit card, loan, and Balance Sheet accounts to external statements.
Prepare year-end workpapers and tie Balance Sheets to prior-year tax returns.
Troubleshoot QuickBooks Online issues and manage third-party app integrations.
Meet with clients to gather context, resolve questions, and communicate progress.
Collaborate cross-functionally to transition clients into ongoing bookkeeping services.
Qualifications
5+ years of accounting experience (cash & accrual)
Public or multi-client accounting background
Strong reconciliation, cleanup, and Balance Sheet tie-out skills
Advanced QuickBooks Online and third-party app experience
Proficient in year-end workpapers and tax prep support
Comfortable with client-facing communication
Why Join Us
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
About the role
As a Initialization Accounting Specialist, you’ll take ownership of catch-up and clean-up accounting for new clients during onboarding. Your work will ensure that historical financial data is accurate, complete, and tax-ready. From untangling messy books to resolving reconciliation issues and standardizing processes, you’ll play a critical role in preparing clients for a smooth transition into ongoing services.
What you'll do
Design and implement streamlined Chart of Accounts and bookkeeping setups.
Clean up and reclassify historical transactions to ensure accurate financial records.
Reconcile bank, credit card, loan, and Balance Sheet accounts to external statements.
Prepare year-end workpapers and tie Balance Sheets to prior-year tax returns.
Troubleshoot QuickBooks Online issues and manage third-party app integrations.
Meet with clients to gather context, resolve questions, and communicate progress.
Collaborate cross-functionally to transition clients into ongoing bookkeeping services.
Qualifications
5+ years of accounting experience (cash & accrual)
Public or multi-client accounting background
Strong reconciliation, cleanup, and Balance Sheet tie-out skills
Advanced QuickBooks Online and third-party app experience
Proficient in year-end workpapers and tax prep support
Comfortable with client-facing communication
Why Join Us
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