Zenbooks is your cloud accountant, tax planners and business advisers.
Zenbooks is a tech-savvy accounting firm who provides on-going bookkeeping reporting to business owners on their daily financials and advises on increased productivity for S&M businesses.
Zenbooks works with small and medium sized businesses handle their accounting and eliminate pesky paperwork and data entry, so you can concentrate on what's important - running your business.
Connect with us today to discover and discuss solutions for running your business in the cloud.
Many of Zenbooks team members are qualified Canadian Chartered Professional Accountants (CPA), Chartered Accountants (CA), Master in Taxation (MTax), Payroll Compliance Practitioner (PCP), etc
We offer a free 30min discovery call to discuss your specific business needs.
Just find a time that works here:
https://zenbooks.ca/consultation
Cloud Accounting | Virtual Accounting | Xero Accountant | QBO Accountant | Canada | Canadian | Virtual Bookkeeping | Online Bookkeeping

Zenbooks

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accounting-manager

Zenbooks is a tech-savvy Canadian cloud accounting firm providing virtual bookkeeping, accounting, tax planning, payroll compliance, and financial reporting for small and medium-sized businesses. Many team members are qualified CPAs, CAs, and tax specialists. They specialize in cloud accounting platforms (Xero, QuickBooks/QBO), eliminating paperwork and data entry, and advising clients on productivity and daily financials. They offer free discovery calls and position themselves as business advisers and tax planners.

Zenbooks is your cloud accountant, tax planners and business advisers.
Zenbooks is a tech-savvy accounting firm who provides on-going bookkeeping reporting to business owners on their daily financials and advises on increased productivity for S&M businesses. 
Zenbooks works with small and medium sized businesses handle their accounting and eliminate pesky paperwork and data entry, so you can concentrate on what's important - running your business. Connect with us today to discover and discuss solutions for running your business in the cloud.
Many of Zenbooks team members are qualified Canadian Chartered Professional Accountants (CPA), Chartered Accountants (CA), Master in Taxation (MTax), Payroll Compliance Practitioner (PCP), etc
We offer a free 30min discovery call to discuss your specific business needs. Just find a time that works here:
https://zenbooks.ca/consultation

Cloud Accounting | Virtual Accounting | Xero Accountant | QBO Accountant | Canada | Canadian | Virtual Bookkeeping | Online Bookkeeping

• Lead and manage a pod of accountants and senior accountants, providing coaching, technical guidance, and regular feedback
• Oversee monthly accounting activities including A/R, A/P, payroll entries, reconciliations, accruals, and adjustments
• Lead mid- to high-complexity client engagements as the primary accounting advisor and point of contact
• Prepare and present advanced financial reports, KPI dashboards, and budgets with insights and recommendations
• Conduct 1:1s, performance check-ins, and semi-annual reviews
• Support staffing, workload balancing, and scheduling across the pod
• Provide escalation support for technical accounting issues, client challenges, and workflow blockers
• Oversee client portfolios and review financial statements, reconciliations, working papers, and month-end packages
• Monitor client satisfaction and address concerns, scope issues, and workflow challenges
• Build long-term client relationships through proactive communication and guidance
• Own pod gross margin, budget-versus-actual hours, KPIs, revenue retention, upsells, and workflow consistency
• Collaborate with the Director of Operations on pricing, resourcing, and capacity planning
• Identify upsell and expansion opportunities and manage pod revenue performance
• Ensure adherence to best practices, SOPs, documentation standards, and internal controls
• Lead process improvement initiatives and support special projects
• Collaborate with Tax and Payroll teams and participate in internal meetings

Accounting Manager

Accounting Manager leading client accounting pods for Zenbooks, a Canadian remote accounting firm. Owning reporting quality, client relationships, team development, pod metrics, and revenue performance.

• Lead and manage a pod of accountants and senior accountants, providing coaching, technical guidance, and regular feedback
• Oversee monthly accounting activities including A/R, A/P, payroll entries, reconciliations, accruals, and adjustments
• Lead mid- to high-complexity client engagements as primary accounting advisor and point of contact
• Prepare and present advanced financial reports, KPI dashboards, and budgets with insights and recommendations
• Conduct 1:1s, performance check-ins, and semi-annual reviews
• Support staffing, workload balancing, and scheduling across the pod
• Provide escalation support for technical accounting issues, client challenges, and workflow blockers
• Oversee client deliverables and approve financial statements, reconciliations, working papers, and month-end packages
• Monitor client satisfaction and address concerns, scope issues, and workflow challenges
• Build strategic client relationships and provide proactive communication and guidance
• Own pod gross margin, budget-versus-actual hours, KPIs, revenue retention, upsells, and workflow consistency
• Collaborate with the Director of Operations on pricing, resourcing, and capacity planning
• Identify upsell and expansion opportunities and support revenue performance, renewals, and pricing changes
• Ensure adherence to Zenbooks best practices, SOPs, documentation standards, and internal controls
• Lead process improvement initiatives and support special projects, system improvements, and catch-up work
• Collaborate with Tax and Payroll teams and participate in internal meetings, reporting pod metrics and solving issues

Accounting Manager leading remote accounting pods for Zenbooks, a Canadian firm serving small and mid-sized businesses. Owning client delivery, financial reporting, team development, pod KPIs, and revenue performance.

• Lead and manage a pod of accountants and senior accountants, providing coaching, technical guidance, and regular feedback
• Oversee monthly accounting activities including A/R, A/P, payroll entries, reconciliations, accruals, and adjustments
• Lead mid- to high-complexity client engagements as the primary accounting advisor and main point of contact
• Prepare and present advanced financial reports, KPI dashboards, and budgets with insights and recommendations
• Conduct 1:1s, performance check-ins, and semi-annual reviews
• Support staffing, workload balancing, and scheduling across the pod
• Provide escalation support for technical accounting issues, client challenges, and workflow blockers
• Oversee client deliverables and approve financial statements, reconciliations, working papers, and month-end packages
• Monitor client satisfaction and address concerns, scope issues, and workflow challenges
• Build long-term client relationships through proactive communication and guidance
• Own pod gross margin, budget versus actual hours, KPIs, revenue retention, upsells, and workflow consistency
• Work with the Director of Operations on pricing, resourcing, and capacity planning
• Identify upsell and expansion opportunities and manage pod revenue performance
• Lead process improvement initiatives and ensure compliance with best practices, SOPs, documentation standards, and internal controls
• Support special projects, system improvements, and catch-up work
• Collaborate with Tax and Payroll teams and participate in internal meetings

Accounting Manager leading accountant pods and complex client engagements for Zenbooks, a Canadian monthly accounting firm. Owning financial accuracy, client growth, team development, and pod performance.

accountant

• Manage accounting information systems and software for client organizations
• Mentor and coach Staff Accountants on technical accounting issues.
• Manage client relationships.
• Build toward managing a small team of staff accountants as the firm’s practice grows.
• Own the gross margin of your pod, with visibility into engagement profitability and accountability for team utilization.
• Own complex bookkeeping and vController engagements.
• Perform the day-to-day accounting activities to maintain client records, including accounts receivable and payables, while ensuring completeness of the records.
• Enter data into accounting systems/software, while managing the integrity of information and documentation.
• Review and process documentation submitted by clients (bills, invoices, etc).
• Proactively reach out to clients for additional information that’s needed.
• Communicate with clients by email and video calls.
• Prepare financial reports and budgets to share with the client.
• Organize accounting records, financial statements, and reports to share with the client.
• Identify process improvements and bring them to resolution to share with the Manager of Accounting Services.
• Execute assigned tasks while ensuring compliance.
• Identifies opportunities for additional services.
• Build and manage accounting and financial systems using Zenbooks best practices and SOPs.
• Provide subject matter expertise and understand the needs of clients.
• Maintain client relationships
• Ensure client solutions are delivered on time.
• Maintain and build relationships with internal accountants and consultants.
• Oversee implementation of new software (e.g., payroll, accounting, payments) and processes in client organizations.
• Perform bank and credit card reconciliations and follow up on outstanding supporting documentation
• Preparing sales tax (GST/HST/PST) return s
• Perform financial statement reviews and prepare client files for year-end tax accountants

Senior Accountant

Senior Accountant managing client accounting tasks for a fully remote firm in Canada. Focused on delivering exceptional customer experiences while ensuring accurate financial reporting and process improvements.

Zenbooks is your cloud accountant, tax planners and business advisers. Zenbooks is a tech-savvy accounting firm who provides on-going bookkeeping reporting to business owners on their daily financials and advises on increased productivity for S&M businesses. Zenbooks works with small and medium sized businesses handle their accounting and eliminate pesky paperwork and data entry, so you can concentrate on what's important - running your business. Connect with us today to discover and discuss solutions for running your business in the cloud. Many of Zenbooks team members are qualified Canadian Chartered Professional Accountants (CPA), Chartered Accountants (CA), Master in Taxation (MTax), Payroll Compliance Practitioner (PCP), etc We offer a free 30min discovery call to discuss your specific business needs. Just find a time that works here: https://zenbooks.ca/consultation Cloud Accounting | Virtual Accounting | Xero Accountant | QBO Accountant | Canada | Canadian | Virtual Bookkeeping | Online Bookkeeping

Zenbooks

About the company

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4 jobs found

Accounting Manager

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Accounting Manager

Zenbooks

Accounting Manager

Zenbooks

Senior Accountant

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