About Us

Enkel is a forward-thinking accounting and technology firm dedicated to providing cloud-based bookkeeping and accounting solutions to Canadian businesses and Not-for-Profit organizations. Our vision is to be the trusted financial partner for our clients, offering accurate and timely financial reporting that empowers better business decisions. Our expertise spans bookkeeping, payroll, accounts payable, accounts receivable, and financial reporting, ensuring our clients receive best-in-class financial management support.

What We're Looking For

We are seeking an experienced bookkeeping professional to serve as our Bookkeeping Project Manager/Onboarding Specialist. In this role, you will be responsible for managing the client onboarding process, ensuring a seamless transition from sales to service delivery. You will work closely with clients, internal teams, and bookkeeping professionals to ensure accurate financial processes, smooth implementations, and an excellent customer experience.

What Your Day Looks Like

As a bookkeeper yourself, you will leverage your expertise to guide clients through setup, troubleshoot any bookkeeping challenges, and ensure they are fully integrated into our service model. You will oversee multiple client onboarding projects, ensuring that deadlines are met, deliverables are accurate, and clients feel supported throughout the process.

Key Responsibilities

• Serve as the primary point of contact for new clients throughout the onboarding process, ensuring a smooth transition from sales to ongoing bookkeeping services.
• Project manage multiple client onboarding engagements, ensuring timelines, milestones, and deliverables are met.
• Collaborate with internal teams, including Sales and Delivery, to align expectations and ensure a seamless onboarding experience.
• Perform bookkeeping assessments, set up financial processes, and troubleshoot any issues during onboarding.
• Guide clients through the adoption of cloud-based accounting tools and best bookkeeping practices.
• Train clients on financial workflows, ensuring they understand how to interact with Enkels bookkeeping processes.
• Identify potential challenges during onboarding and proactively develop solutions to ensure client satisfaction.
• Monitor key onboarding metrics, track client progress, and continuously optimize the onboarding process.
• Foster strong relationships with new clients, ensuring a positive experience that leads to long-term engagement.

What You Bring

• Bachelors degree in Accounting, Finance, or a related field, or equivalent work experience in bookkeeping.
• CPB or CPA designation (or equivalent bookkeeping certification) is highly preferred.
• 5+ years of bookkeeping experience, including accounts payable, accounts receivable, payroll, reconciliations, and financial reporting.
• Strong project management skills with experience managing multiple client projects simultaneously.
• Experience implementing bookkeeping workflows and cloud-based accounting tools (e.g., QuickBooks Online, Xero, Dext, Hubdoc).
• Exceptional communication skills, with the ability to explain financial processes to clients clearly.
• A proactive problem-solver with strong attention to detail and the ability to troubleshoot bookkeeping issues.
• Strong time management skills, with the ability to prioritize tasks and meet deadlines.
• Comfortable working in a fast-paced, client-focused environment.

Why Join Us?

• Opportunity to play a key role in shaping and improving the client onboarding experience.
• Work with a talented and passionate team dedicated to delivering high-quality bookkeeping and accounting solutions.
• Make a meaningful impact by ensuring clients receive exceptional bookkeeping support from day one.

If you are a bookkeeping professional with project management skills and a passion for helping clients succeed, wed love to hear from you!