Cloud Accountant

** In the spirit of transparency, we'd like to share that a preferred candidate has been identified for this role. However, we are committed to ensuring a fair process and will continue to welcome applications and referrals **

ABOUT AMLB

AMLB is a progressive virtual Chief Financial Officer (CFO) business that enables clients and team members to reach their potential. AMLB is growing quickly, having onboarded a portfolio of innovative clients making a real impact in a range of industries from technology to social impact. Purpose-driven and relationship-focused, we are strategic financial partners who intimately understand our clients' businesses and have built a reputation for delivering proactive advice that unleashes our clients' performance potential.

SERVICES OVERVIEW

Cloud Accounting: AMLB takes the stress out of managing clients' day-to-day finances by providing a comprehensive cloud bookkeeping solution. From a digitized receipt capture solution to maintaining up-to-date financial records, we handle the clients' bookkeeping tasks efficiently and accurately. We also simplify accounts receivable and payable workflows by setting up and managing user-friendly AP/AR systems through tools like Plooto and Stripe to deliver a seamless, cloud-based solution for managing all incoming and outgoing payments.

Tax Planning & Preparation: AMLB offers comprehensive tax support, including the preparation and filing of T2 corporate tax returns, GST/HST filings, financial statement management, and strategic tax planning. AMLB also provides T1 tax filing for owner-managers and audit support for CRA reviews, ensuring peace of mind and compliance throughout the year.

Payroll: AMLB's cloud-based payroll solutions enable clients to securely process payroll anytime, from anywhere. With WagePoint at the core, we manage direct deposits, T4 slips, tax remittances, and real-time updates, while leveraging collaborative tools to ensure accuracy, timeliness, and insight-driven payroll management.

CFO Advisory: Through virtual CFO services, AMLB delivers strategic financial guidance tailored to the needs of growing businesses. Our advisory offering includes financial modeling, deep dives into profit and margin leakage, audit committee and board reporting, cash flow and forecast analysis, and key performance indicator (KPI) development—all at a fraction of the cost of an in-house CFO.

Not-for-Profit Services: AMLB provides end-to-end financial compliance and advisory for not-for-profit organizations, including preparation and electronic filing of T3010 Registered Charity Returns, funder reporting, and support with government rebate programs such as HST, property tax, and public service body rebates.

Technology Enablement: AMLB stands out through its industry-leading use of cloud-first tools to automate, document, and streamline client services—leveraging platforms like Karbon for workflow management, SweetProcess and Loom for process documentation, Dext Prepare for receipt capture, QBO/Xero for accounting, WagePoint for payroll, Plooto for payments, and Microsoft SharePoint and Teams for seamless collaboration.

AMLB IN THE COMMUNITY

AMLB is a purpose-driven organization committed to improving outcomes for clients, team members, and its communities. We regularly supports various causes, such as ending youth homelessness, reducing poverty, and eliminating its carbon footprint.

AMLB's global recognition includes being named a Top 50 Modern Accounting Firm, winning the Karbon Excellence Award for Diversity & Authenticity and being shortlisted for the Karbon Excellence Award for Sustainability.

AMLB is a fast-growing and innovative organization with strong values, progressive leadership and a collaborative, purpose-driven, and inclusive culture.  This is a unique opportunity to join an organization on a significant growth trajectory and directly contribute to the organization's success.  If you want to work at an entrepreneurial business where you will have the opportunity to make a real impact and gain experience using tools that are disrupting the way accounting is done, you may be a great fit for AMLB. 

The role:
As a Cloud Accountant, you would perform cloud-based bookkeeping, accounting, and analysis for clients across Canada, while also leading strategic initiatives to grow and improve the firm. You would work remotely while reporting to a Director of Cloud Finance Services who prioritizes learning, a collaborative culture and provides mentorship along the way.

If you want to work at an entrepreneurial firm where you will have the opportunity to make a real impact and gain experience using tools that are changing the age-old way accounting is done, you may be a great fit for AMLB.

Performance Profile (Duties & Responsibilities):
- Take ownership of bookkeeping, accounts payable, month-end / quarter-end close, sales tax filing preparation and management reporting responsibilities for a portfolio of clients utilizing a variety of cloud-based software with a focus on quality, timeliness, and alignment to Canadian accounting standards.
- Prepare and maintain payroll and related government remittances/filings utilizing cloud-based payroll software

- Prepare monthly or quarterly financial analysis and reporting, including participation in client discussions via Zoom and/or Microsoft Teams

- Prepare year-end financial statements and supporting working papers including proposed adjusting entries.
- Proactively surface and resolve risks and issues related to timeliness and quality of service to assigned clients

- Enhance sustainability and effectiveness of key processes by recording training videos and creating step-by-step procedures
- Participate in improvement initiatives by identifying process and experience pain points, analyzing root causes and implementing sustainable changes

The ideal fit for our team:
- Chartered Professional Accountant (CPA), Certified Professional Bookkeeper (CPB) or equivalent with at least three years of full-cycle cloud bookkeeping or accounting experience using either Quickbooks Online or Xero. This includes experience completing bank reconciliations, using clearing accounts, and completing sales tax filings, payables and invoicing. 

- Prioritizes honesty, integrity and confidentiality to develop high-trust relationships with colleagues and clients
- Self-starter who works well autonomously and thrives in a fast-paced environment
- Excellent written and verbal communication skills to enhance client and team experiences

- Strong attention to detail and due dates to produce high quality deliverables on time

- Strong computer literacy including Microsoft Office (Outlook, Excel and Teams in particular) and a passion for technology. At AMLB, we use cloud-based software including: QuickBooks Online, Xero, Dext Prepare, Karbon, WagePoint and Plooto

- Demonstrated adaptability and agility to test and quickly learn new concepts and tools

Compensation & Benefits:
- Competitive compensation that rewards value added to clients and the firm, including a semi-annual performance bonus

- Industry-leading training program included
- Work from your designated home office as long as you're meeting client and firm needs. Team members are asked to participate in at least one team meeting each week
- Generous vacation plan and half-day Fridays in August

Please click "Apply for this job" and upload your CV

We'll be in touch shortly if there's a preliminary fit