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Onboarding Associate

May 2, 2026

Who we are

At ConnectCPA, we’re not your traditional accounting firm. We are an online/virtual firm, paperless, and tech-savvy. We are growing rapidly and searching for a team member who meshes with our unique firm culture.

We are a Licensed, Chartered Professional Accounting (CPA) firm that operates with a startup mentality: we experiment, we collaborate, we embrace new technologies, we automate, and we actually like Mondays (most of the time).

We’re big believers in working smart, not just hard. We wear hoodies, not suits. We talk on Slack more than email. And we’re constantly on the lookout for new tools and better ways of doing things. We’ve made growth and innovation a part of our DNA.

Want a peek behind the scenes? Check us out on our Website, Twitter and Instagram.

Why us?

We’re Building a Workplace Where People Can Grow, Feel Heard, And Actually Enjoy Their Work. Here’s What That Looks Like

Fully Remote. You will be working from your home office (who doesn't love that?)
Room to grow. Opportunities for career development and annual performance increase
Fully paid for health, dental, and vision benefits. Plus access to virtual healthcare
Fridays off in July & August (yep, paid!)
Paid December holiday shutdown. Rest, recharge, repeat.
Equipment Provided. A brand-new laptop and all the gear you need to hit the ground running.
Your voice matters. From improving workflows to shaping our culture, everyone has a seat at the table.
Supportive, inclusive, and low-ego environment. We value respect, collaboration, and open communication, without unnecessary corporate politics.
Comfortable, casual, and professional. We don’t require formalwear; wear what helps you do your best work, while remaining presentable and client-ready when needed.

What is the role? This role is ideal for the accountant who wants a change from traditional accounting firm work.

In this client-facing role, you will utilize various accounting and financial technology platforms and apps to help streamline our clients’ operational and accounting processes. We convert our clients from traditional accounting systems to cutting-edge cloud accounting solutions.

Integrate receipt management applications, e-commerce platforms, and inventory management systems with cloud accounting platforms
Train internal and external stakeholders on the accounting system design and workflow
You will be researching, testing, and stitching together cloud accounting solutions to meet our clients' unique needs
Build internal and external processes and documentation for the cloud accounting process
Provide ongoing support to clients and the team in relation to accounting systems, integrations, and issues throughout the onboarding phase

Most of your time will be spent on client and team training. You need to be extremely personable and patient, and you must possess leadership qualities. Required Experience

An excellent understanding of accrual bookkeeping, payroll, debits and credits, clearing accounts, bank reconciliations, and more
An excellent understanding of the ins and outs of how an accounting system works: Invoicing, payables, bookkeeping, tax rates, etc.
Prior bookkeeping experience in a fast-paced environment of at least 5 years
Working knowledge and experience with Xero and QBO

What You Bring To The Table

Great communicator. You’re confident, clear, and professional in both writing and conversation. Clients trust you, and teammates love collaborating with you.
Organized & efficient. You can juggle multiple clients and tasks without dropping a beat.
Self-starter energy. You’re proactive, motivated, and comfortable working independently in a remote setting.
Tech-savvy. You learn new software quickly and maybe even geek over automations and workflow hacks.
Accounting know-how. Bookkeeping, invoicing, payables, tax rates, and more. Experience with tools like Xero, QBO, Hubdoc, and Dext is a big plus!
You just get it. You’re sharp, dynamic, and ready to become a key player in a fast-growing firm where your ideas make an impact.
Strong internet. At least 6Mbps up/down to keep Zoom running smoothly and work flowing freely.

We are looking for somebody talented and dynamic. We are a growing firm, and the individual who is selected for this position will become a key member of our team! *ConnectCPA is an equal opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals without discrimination on the basis of race, colour, religion, sex, sexual orientation, gender identity, marital status, age, disability, national or ethnic origin, veteran status or any other p

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...