Who We Are

At Mesa CPA, we’re driven by one thing: client obsession. We’re relentless in supporting small businesses across Canada, ensuring they have clear, accurate financial insights when they need them most.

We value speed, trust, and teamwork. You won’t just manage books here—you’ll take initiative to solve problems, anticipate client needs, and support teammates, all while delivering exceptional service. If you thrive in a fast-paced, digital-first environment where responsiveness is the standard, this is the role for you.

What You’ll Do

• Own Client Onboarding: Seamlessly manage multiple client onboardings, ensuring tools are set up, accounts are clean, and clients feel confident from day one.
• Collaborate with the Production Team: Work with the Production Manager to align onboarding workflows with client expectations and production capacity.
• Set Up & Integrate Systems: Configure QuickBooks Online, Dext, and Wagepoint to ensure accuracy and efficiency.
• Clean Up Books: Bring financial records up to date with precision, anticipating and addressing inconsistencies.
• Proactively Support Clients:
  • Notice something’s off? Offer insights and recommendations immediately.
  • Need to train clients on tools? Provide hands-on guidance with clarity and patience.
• Document Client Workflows: Capture client-specific processes so their experience is consistent and efficient.
• Ensure Smooth Handoffs: Transition clients to the production team with detailed documentation and proactive communication.

What You Bring

We’re looking for someone who lives our values:

1. Client Obsession: You anticipate needs, solve problems proactively, and always deliver value.

   • Example: If you notice a dip in a client’s profit, you reach out immediately with insights.

2. Responsiveness: You communicate quickly, clearly, and consistently.

   • Example: You acknowledge tasks immediately and provide updates to keep everyone aligned.

3. Trustworthiness: You build trust through accountability, quality, and follow-through.

   • Example: You meet every deadline—or communicate early if adjustments are needed.

4. Team Spirit: You uplift teammates and contribute to a positive, collaborative environment.

   • Example: When you finish your work, you jump in to help a teammate who’s overwhelmed.

In addition to living our values, you bring:

• Technical Proficiency: Experience with Canadian bookkeeping, tax compliance, QuickBooks Online (QBO), Dext, and Wagepoint.
• Process Orientation: You excel at documenting and improving workflows for efficiency.
• Organizational Excellence: You manage multiple tasks with precision and calm under deadlines.
• Project Management Skills: Familiarity with tools like HubSpot, ClickUp, or Asana is a plus.
• Education: Bachelor’s degree in Finance, Accounting, or Business Administration.

What’s in It for You?

• Competitive Pay: $1,500–$2,000 CAD monthly based on experience.
• Annual Retention Bonus: A reward for your hard work and commitment.
• Time Off:
  • 2 weeks of paid vacation annually.
  • 5 personal days to use as you need.
• Work Flexibility: Remote work with flexible hours that let you balance your lifestyle.
• Growth Opportunities: We prioritize your development, offering pathways to greater responsibilities.

Your Setup

To succeed in this role, you’ll need:

• Laptop/Desktop: Windows 10 or MacOS 10.15+ with 8GB RAM.
• Internet: 30 Mbps upload/download speeds.
• Headset: Noise-canceling with a microphone for clear communication.

Why Mesa CPA?

At Mesa CPA, we’re a team that believes in speed, trust, and taking care of each other. You’ll be part of a community where your work makes a direct impact—on clients, your teammates, and the firm’s success.

If you’re ready to combine your bookkeeping skills with proactive problem-solving and client-first thinking, we want to meet you.