
Chief Accounting Professional
4 days ago
About Our Organization:
We specialize in automating key business processes using the Zoho suite of applications. Our services include bespoke bookkeeping, real-time dashboards, and custom reports tailored for small and medium-sized businesses across North America.
Key Responsibilities
We are seeking a skilled and dedicated Senior Accountant to manage client accounting projects and migration projects from other accounting software to Zoho Books. This role is pivotal in ensuring a seamless transition for our clients and maintaining the integrity of their financial data.
Accounting Tasks:
- Perform monthly closing of financial accounts of clients, ensuring accurate and timely recording of transactions.
- Conduct monthly reconciliations of accounts to ensure accuracy and identify discrepancies.
- Handle vendor bill preparation and payment processing to ensure timely and accurate payments.
- Post monthly and one-time expenses.
- Prepare and submit invoices for approvals.
- Prepare monthly/quarterly HST data for filing and ensure compliance with HST regulations.
- Ensure compliance with accounting principles, standards, and regulations.
- Prepare and review financial statements, reports, and records.
- Conduct regular audits and resolve discrepancies.
- Prepare query sheets after month-end closure.
- Address client queries and provide solutions to any issues.
Migration Projects:
- Plan and execute data migration projects from various accounting software (QuickBooks, Sage, Xero) to Zoho Books.
- Develop customized migration strategies tailored to each client's business operations.
- Ensure zero downtime and seamless business operations during live migration processes.
- Guarantee secure and thorough transfer of financial data, including legacy data up to 20 years.
- Perform detailed reconciliation checks to ensure accuracy and completeness of migrated data.
- Identify and resolve any data inconsistencies or errors.
- Address client queries and provide solutions to any issues that arise during the transition.
Ongoing Improvement:
- Stay updated with the latest developments in Zoho Books and other accounting software.
- Recommend and implement improvements to enhance the efficiency and effectiveness of migration projects.
- Contribute to the development of best practices for data migration, accounting, and client support.
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