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Is Mesa CPA Right For You?

Culture: Where Tradition Fuels Innovation

Key Responsibilities

• Client Onboarding Management: Efficiently manage multiple client on-boardings simultaneously in a deadline-driven environment, ensuring seamless transitions.
• Collaboration with Production Manager: Work closely with the Production Manager to align onboarding processes with client expectations and production team capabilities.
• Account Setup and Integration: Set up new QuickBooks Online, Dext, and Wagepoint accounts, and integrate existing accounts as needed.
• Bookkeeping Clean-Up: Perform timely bookkeeping clean-up tasks to ensure accurate and up-to-date financial records.
• Client Support and Training: Address client support queries related to bookkeeping during onboarding and conduct training sessions to demonstrate best practices with our accounting apps.
• Documentation of Client Needs: Thoroughly document clients’ specific accounting processes and requirements to tailor services effectively.
• Transition to Production Team: Conduct hand-off meetings with the production team to ensure a smooth transition and continuous support post-onboarding.

Qualifications

• Excel in both verbal and written communication, simplifying complex ideas with clarity.
• Committed to exceptional client service, focusing on satisfaction and lasting engagement.
• Expert in cultivating trusted client relationships through professional integrity.
• Highly organized, managing tasks with precision and superior efficiency.
• Meticulous and accurate, committed to flawless task execution.
• Experienced in documenting and enhancing Standard Operating Procedures.
• Skilled in Canadian bookkeeping and tax filings, ensuring compliance and accuracy.
• Comprehensive understanding and proficiency in QuickBooks Online (QBO)
• Familiar with other key accounting tools (DEXT, Wagepoint, etc.).
• Skilled with project management tools (e.g., Trello, ClickUp, Asana, HubSpot), enhancing workflow efficiency
• Bachelor's degree in Finance, Accounting, or Business Administration.

Compensation and Benefits

• Salary Range: Based on experience
• Annual Retention Bonus: Earn bonuses for your dedication and hard work.
• Paid Vacation: Enjoy two weeks of paid vacation each year.
• Personal Days: Benefit from five personal days annually to use as you see fit.
• Remote Work Flexibility: Embrace the flexibility of working remotely, allowing for a better work-life balance.

Working Hours

• Schedule: Monday through Friday, 8 hours per day.
• Flexibility: Enjoy flexible working hours to accommodate your lifestyle and enhance work-life balance.

Is Mesa CPA Right For You?

Key Responsibilities

• Work closely with the Controller, ensuring smooth operations
• Manage multiple clients in a deadline-drive environment
• Aide in client onboarding, clean up or catch up work
• Answer client support questions related to bookkeeping, accounting and tax
• Review bookkeeping tasks, maintaining accuracy and completeness
• Perform and review reconciliations to ensure financial accuracy
• Review and prepare monthly reports
• Review and file Sales Tax Returns
• Prepare Year Ends (T2) and Compilations (CSRS4200)
• Document best practices

Qualifications

• Outstanding written and verbal communication skills, ensuring clarity and precision in all interactions.
• Exceptional ability to manage tasks efficiently and effectively, optimizing workflow and productivity.
• A meticulous approach, guaranteeing high accuracy in every task undertaken.
• Demonstrated proficiency in Canadian accounting practices
• Comprehensive understanding of QuickBooks Online
• Skilled in documenting and refining Standard Operating Procedures to enhance operational standards.
• Experience with project management apps such as ClickUp, enhancing team collaboration and project tracking.
• Experience with DEXT is an asset

Compensation and Benefits

• Salary Range: based on experience
• Annual Retention Bonus: Earn bonuses for your dedication and hard work.
• Paid Vacation: Enjoy two weeks of paid vacation each year.
• Personal Days: Benefit from five personal days annually to use as you see fit.
• Remote Work Flexibility: Embrace the flexibility of working remotely, allowing for a better work-life balance.

Is Mesa CPA Right For You?

Culture: Where Tradition Fuels Innovation

KEY RESPONSIBILITIES

• Full cycle bookkeeping for several small businesses.
• Perform timely clean-up for accurate and up-to-date financial records.
• Thoroughly document clients' accounting processes
• Build strong client relationships through excellent communication and provide excellent client support for bookkeeping inquiries

QUALIFICATION

• Demonstrated experience in Canadian bookkeeping and sales taxes.
• Must have public accounting firm bookkeeping experience.
• Proficiency in QuickBooks Online (QBO)
• Exceptional verbal and written communication skills.
• Customer-focused mindset with a commitment to delivering exceptional service to clients.
• Exceptional organizational abilities for efficient task management.
• High degree of accuracy and meticulous attention to detail.
• Experience documenting Standard Operating Procedures.
• Familiarity with project management apps (e.g., Trello, ClickUp, Asana, HubSpot, Karbon) is beneficial.

BENEFITS

• Paid time off: 3 weeks paid vacation and 5 personal days.
• Work Remotely, from anywhere in the world, 100% of the time.