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? We're Hiring! — Onboarding Assistant

? Role & Responsibilities

Handle the onboarding process for new US clients, including gathering financial documents, historical data, and access credentials

Set up new client files in QuickBooks/Accounting CS - chart of accounts, vendor/customer lists, and opening balances

Perform initial cleanup and catch-up bookkeeping for newly onboarded clients

Review prior-period financials for accuracy and flag discrepancies before transitioning clients to the ongoing accounting team

Coordinate with US-Team to collect missing information and clarify onboarding requirements

Document client-specific workflows, preferences, and SOPs for smooth internal handoff

Conduct preliminary account reconciliations (bank, credit card, AP/AR) during the onboarding phase

Ensure all onboarding tasks comply with internal quality standards and client-specific requirements





Collaborate with engagement managers to track onboarding timelines and ensure on-time completion

Location: Feroze Gandhi Market, Ludhiana

Experience Required: 1–3 years

Industry: US Accounting

Language: English proficiency is mandatory due to US client interaction

? Work Timings For M

2:00 PM – 11:00 PM (Mon–Fri)

For F

1:00 PM – 7:00 PM (From Office), 8:45 PM – 11:00 PM (Work From Home) (Mon–Fri)

? Qualifications

Bachelor's degree in Accounting or Finance.

CA (Dropout) considered a plus

Prior experience in bookkeeping, client onboarding, or accounting setup preferred.

Hands-on experience with QuickBooks Online/Desktop or Accounting CS preferred.

Robust attention to detail and ability to manage multiple onboarding files simultaneously.

📌 Onboarding Assistant (Ludhiana)
🏢 Kaizen CPAs + Advisors
📍 Ludhiana