Bookkeeping Client Onboarding Specialist

Remote | Full-Time | $25–$27 per hour, depending on experience

Legacy Bookkeeping is seeking an experienced bookkeeper who enjoys organizing financial records, solving problems, documenting processes, and helping new clients feel confident during their transition to our firm.

This position leads new-client onboarding from signed agreement through handoff to the ongoing bookkeeping team. It also includes cleanup projects, client transitions, and regular bookkeeping when onboarding volume is lower.

What You’ll Do:

New-Client Onboarding

• Lead onboarding meetings and guide clients through the information-gathering process.
• Coordinate secure, authorized access to QuickBooks Online, banking, payroll, bill-pay, and other financial systems.
• Review existing books, chart of accounts, reconciliations, beginning balances, and outstanding receivables and payables.
• Identify missing information, bookkeeping errors, historical cleanup needs, and potential scope concerns.
• Develop an onboarding checklist, timeline, and client-specific procedures.
• Document recurring tasks, deadlines, reporting requirements, and client preferences.
• Prepare a complete handoff package for the assigned bookkeeper and supervisor.

Cleanup and Project Bookkeeping

• Complete approved catch-up and cleanup work.
• Reconcile bank, credit card, and loan accounts.
• Research discrepancies and correct transactions with appropriate review.
• Track project hours against approved budgets and promptly report additional work needed.

Client Transitions and Ongoing Bookkeeping

• Support transitions between bookkeepers and assist with client offboarding.
• Maintain clear procedures and organized client records.
• Perform regular bookkeeping assignments between onboarding projects.
• Help improve onboarding checklists and internal workflows.

Communication and Coordination

• Keep clients and Legacy’s team informed about progress, missing information, and next
  steps.
• Communicate onboarding workload, anticipated handoff dates, and estimated ongoing
  client hours to the supervisor or client-services leader.
• Escalate issues that could affect deadlines, service quality, scope, or staffing.
• Work within approved engagement terms and obtain approval before beginning additional services.

What We’re Looking For

• At least three years of bookkeeping experience.
• Strong QuickBooks Online skills.
• Experience with bank, credit card, and loan reconciliations.
• Working knowledge of accounts payable, accounts receivable, payroll, and general ledger accounting.
• Ability to assess an existing set of books and recognize problems.
• Strong Excel skills and attention to detail.
• Excellent written and verbal communication.
• Ability to manage multiple projects, follow up consistently, and meet deadlines.
• Comfort communicating with business owners, nonprofit leaders, CPAs, and other professionals.
• Ability to work independently in a remote environment and handle confidential financial information securely.
• Experience with bookkeeping cleanup, client onboarding, nonprofit accounting, and grant tracking is preferred.
  

What Success Looks Like

• Clients understand the onboarding process and receive timely updates.
• Financial access, records, and procedures are organized.
• Cleanup needs are identified early and communicated clearly.
• Assigned bookkeepers receive a documented account with outstanding issues clearly identified.
• Projects stay within approved scope, with potential overruns raised promptly.
• Time between onboarding projects is used productively for cleanup and ongoing client work.

About Legacy Bookkeeping

Legacy Bookkeeping provides bookkeeping and financial support to nonprofits and small businesses. We value integrity, honesty, accuracy, accountability, and strong client relationships.

We are looking for someone who shares those values and takes pride in creating organized, dependable financial processes.

Compensation

$25–$27 per hour, depending on experience and qualifications.
Full-time, hybrid position.

To Apply

Please submit your resume and a brief introduction describing:

• Your bookkeeping and QuickBooks Online experience.
• Your experience onboarding clients or completing cleanup projects.
• An example of how you organized a challenging
• Why this position interests you.