What are the responsibilities and job description for the Onboarding Staff Accountant position at Kaizen CPAs + Advisors?
Company Description
At Kaizen CPAs Advisors & Your Payroll Department (YPD), we’re a people-first firm dedicated to helping businesses overcome financial challenges and achieve their goals. With decades of experience, we focus on practical, forward-thinking solutions that put people at the heart of everything we do.
Our work is guided by four core values:
Job Description
We are seeking an Onboarding Staff Accountant to support new clients as they transition into the Kaizen accounting system. Your role bridges accounting expertise with onboarding execution—cleaning up books, performing reconciliations, preparing initial financial reports, and establishing the foundation for each client’s long-term success with our firm.
You’ll work closely with our Onboarding Manager to ensure client files are accurate, organized, and standardized to our Kaizen methodology. This position is ideal for someone who enjoys variety, learns quickly, and thrives in a fast-paced environment where every day brings a new challenge.
What You’ll Do
Onboarding Accounting Work
What You Bring
Technical Skills
Here’s a peek at what’s ahead as we get to know each other:
✨ Please note: Progression through each step of the interview process is based on fit and qualifications and is not guaranteed for all applicants. We kindly ask that you do not contact us directly regarding your application, as doing so may result in disqualification.
Apply: Submit your resume for review.
Phone Screen: If we think there might be a great fit based on your resume, a brief call with HR will be scheduled to learn more about you and share details about the role.
First Panel Interview: Meet with the hiring team to discuss your experience, skills, and alignment with our core values.
Assessments & References: Complete relevant assessments and provide professional references to help us get a full picture of your potential.
Second Panel Interview: A deeper conversation with the team to explore fit, expectations, and next steps.
Offer: If it’s a match, we’ll extend an offer and begin onboarding!
At Kaizen, we believe in continuous improvement — for our clients, our processes, and our people. You’ll join a collaborative team that values creativity, growth, and innovation. This internship is ideal for someone eager to gain professional marketing experience and see their ideas make a real impact.
Compensation: Starting at $28/hour, based on experience.
Benefits: We offer a competitive benefits package designed to support your health, well-being, and work-life balance. Benefits may include:
Equal Opportunity Employer: Kaizen CPAs Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace, free from discrimination and harassment. We prohibit discrimination based on race, color, religion, age, sex, national origin, disability, genetics, veteran status, sexual orientation, gender identity, or any other characteristic protected by law. This policy applies to all aspects of employment, including recruitment, hiring, promotion, termination, leave of absence, compensation, and training.
At Kaizen CPAs Advisors & Your Payroll Department (YPD), we’re a people-first firm dedicated to helping businesses overcome financial challenges and achieve their goals. With decades of experience, we focus on practical, forward-thinking solutions that put people at the heart of everything we do.
Our work is guided by four core values:
- Own It: Take pride in solving problems and delivering results.
- Be an Ideal Team Player: Collaboration and support are key to our success.
- Make a Positive Impact: We’re committed to making a difference for our clients, team, and community.
- Embrace a Growth Mindset: Constant learning and evolving helps us grow—together.
Job Description
We are seeking an Onboarding Staff Accountant to support new clients as they transition into the Kaizen accounting system. Your role bridges accounting expertise with onboarding execution—cleaning up books, performing reconciliations, preparing initial financial reports, and establishing the foundation for each client’s long-term success with our firm.
You’ll work closely with our Onboarding Manager to ensure client files are accurate, organized, and standardized to our Kaizen methodology. This position is ideal for someone who enjoys variety, learns quickly, and thrives in a fast-paced environment where every day brings a new challenge.
What You’ll Do
Onboarding Accounting Work
- Clean up and standardize new clients’ QuickBooks Online files.
- Perform bank and credit card reconciliations, categorize transactions, and correct data inconsistencies.
- Prepare initial financial statements for onboarding review.
- Draft adjusting journal entries for accruals, depreciation, payroll entries, and reclassifications.
- Assist in connecting POS systems, payroll integrations, and other external software during onboarding.
- Maintain complete, well-documented workpapers for smooth client handoff.
- Request needed financial information from clients and follow up professionally and proactively.
- Update the Onboarding Manager on progress, challenges, and delays.
- Support training preparation by ensuring the client’s file is clean, organized, and ready for onboarding sessions.
- Collaborate with accounting, payroll, tax, and admin teams as needed.
- Complete onboarding tasks within the established 30–45 day timeframe.
- Maintain accurate to-do lists, timelines, and internal reports.
- Uphold Kaizen standards for accuracy, timeliness, and exceptional client experience.
- Contribute ideas to improve onboarding workflows and client processes.
What You Bring
Technical Skills
- Experience in bookkeeping/accounting: reconciliations, journal entries, financial statements.
- QuickBooks Online proficiency; QBO ProAdvisor certification (or willingness to obtain quickly).
- Understanding of basic accounting concepts (A/R, A/P, bank recs, payroll posting, revenue recognition, depreciation).
- Strong Excel and Microsoft Office skills.
- Excellent communication and customer service.
- Ability to multitask, stay organized, and manage multiple onboarding projects.
- Problem-solving mindset with high attention to detail.
- Comfortable working independently and in a team setting.
- Positive attitude, adaptability, and willingness to embrace continuous learning.
- Associate’s or Bachelor’s degree in Accounting or related field preferred.
- QuickBooks Online ProAdvisor certification (required or achieved shortly after hiring); Advanced certification preferred. (The résumé candidate already possesses this.)
- Experience in bookkeeping, bank reconciliations, journal entries, payroll, and financial statement preparation.
- Strong customer service skills, communication, and problem-solving ability.
- Ability to manage multiple clients, tasks, and deadlines in a fast-paced environment.
- Proficiency with Microsoft Office, QBO, and willingness to learn new technologies.
- Team player motivated to work in a fast-paced environment
Here’s a peek at what’s ahead as we get to know each other:
✨ Please note: Progression through each step of the interview process is based on fit and qualifications and is not guaranteed for all applicants. We kindly ask that you do not contact us directly regarding your application, as doing so may result in disqualification.
Apply: Submit your resume for review.
Phone Screen: If we think there might be a great fit based on your resume, a brief call with HR will be scheduled to learn more about you and share details about the role.
First Panel Interview: Meet with the hiring team to discuss your experience, skills, and alignment with our core values.
Assessments & References: Complete relevant assessments and provide professional references to help us get a full picture of your potential.
Second Panel Interview: A deeper conversation with the team to explore fit, expectations, and next steps.
Offer: If it’s a match, we’ll extend an offer and begin onboarding!
At Kaizen, we believe in continuous improvement — for our clients, our processes, and our people. You’ll join a collaborative team that values creativity, growth, and innovation. This internship is ideal for someone eager to gain professional marketing experience and see their ideas make a real impact.
Compensation: Starting at $28/hour, based on experience.
Benefits: We offer a competitive benefits package designed to support your health, well-being, and work-life balance. Benefits may include:
- Medical, Dental, and Vision Insurance
- Short-Term & Long-Term Disability and Life Insurance
- Cafeteria/Section 125 Plan
- Retirement/401(k): Employer match with 100% vesting on day one of eligibility
- Paid Vacation: Starting at 2 weeks, available for use from day one
- Paid Personal Time (PTO): 32 hours available to use from day one
- Paid Holidays: New Year’s Day, Memorial Day, Independence Day, Labor Day, Thanksgiving, the day after Thanksgiving, Christmas Eve (if it falls during the work week), and Christmas Day
Equal Opportunity Employer: Kaizen CPAs Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace, free from discrimination and harassment. We prohibit discrimination based on race, color, religion, age, sex, national origin, disability, genetics, veteran status, sexual orientation, gender identity, or any other characteristic protected by law. This policy applies to all aspects of employment, including recruitment, hiring, promotion, termination, leave of absence, compensation, and training.