Role & Responsibilities
Handle the onboarding process for new US clients, including gathering financial documents, historical data, and access credentials.
Set up current 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
Language: English proficiency is mandatory.
? Work Timings
2:00 PM – 11:00 PM (Work from office, 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.
Strong attention to detail and ability to manage multiple onboarding files simultaneously.