Review client financials to identify cleanup needs, assess any potentially out-of-scope work, and ... Implement and optimize cloud accounting platforms (QuickBooks Online, Xero, Sage Intacct, NetSuite ...
Review client financials to identify cleanup needs, assess any potentially out-of-scope work, and ... Implement and optimize cloud accounting platforms (QuickBooks Online, Xero, Sage Intacct, NetSuite ...
Review client financials to identify cleanup needs, assess any potentially out-of-scope work, and ... Implement and optimize cloud accounting platforms (QuickBooks Online, Xero, Sage Intacct, NetSuite ...
Review client financials to identify cleanup needs, assess any potentially out-of-scope work, and ... Implement and optimize cloud accounting platforms (QuickBooks Online, Xero, Sage Intacct, NetSuite ...
Onboarding Accounting Associate
Arlington, VA · On-site +1
Perform detailed accounting cleanup, issue identification, and problem solving, applying a ... QuickBooks Online, Xero, or similar platforms; exposure to larger or emerging systems a plus.
Onboarding Accounting Associate
Arlington, VA · On-site +1
Perform detailed accounting cleanup, issue identification, and problem solving, applying a ... QuickBooks Online, Xero, or similar platforms; exposure to larger or emerging systems a plus.
Onboarding Accounting Associate
Rockville, MD · On-site +1
Perform detailed accounting cleanup, issue identification, and problem solving, applying a ... QuickBooks Online, Xero, or similar platforms; exposure to larger or emerging systems a plus.
Onboarding Accounting Associate
Rockville, MD · On-site +1
Perform detailed accounting cleanup, issue identification, and problem solving, applying a ... QuickBooks Online, Xero, or similar platforms; exposure to larger or emerging systems a plus.
Business Operations Coordinator
Rockville, MD · On-site
$48K - $60K/yr
... cleanup, and support for company meetings and employee events. * Assist with special projects ... Experience with CRM platforms and/or QuickBooks or similar accounting and order management software.
Quick apply
Business Operations Coordinator
Rockville, MD · On-site
$48K - $60K/yr
... cleanup, and support for company meetings and employee events. * Assist with special projects ... Experience with CRM platforms and/or QuickBooks or similar accounting and order management software.
Business Operations Coordinator
Rockville, MD · On-site
$48K - $60K/yr
... cleanup, and support for company meetings and employee events. * Assist with special projects ... Experience with CRM platforms and/or QuickBooks or similar accounting and order management software.
Business Operations Coordinator
Rockville, MD · On-site
$48K - $60K/yr
... cleanup, and support for company meetings and employee events. * Assist with special projects ... Experience with CRM platforms and/or QuickBooks or similar accounting and order management software.
Quickbooks Cleanup information
See Reston, VA salary details
$30.2K - $35.1K
1% of jobs
$35.1K - $40K
5% of jobs
$40K - $44.9K
12% of jobs
$47.5K is the 25th percentile. Wages below this are outliers.
$44.9K - $49.8K
14% of jobs
$49.8K - $54.8K
18% of jobs
The median wage is $54.9K / yr.
$54.8K - $59.7K
14% of jobs
$63.9K is the 75th percentile. Wages above this are outliers.
$59.7K - $64.6K
14% of jobs
$64.6K - $69.5K
8% of jobs
$69.5K - $74.4K
6% of jobs
$74.4K - $79.3K
4% of jobs
$79.3K - $84.3K
4% of jobs
$30.2K
$58.1K
$84.3K
How much do quickbooks cleanup jobs pay per year?
What are the key skills and qualifications needed to thrive in QuickBooks Cleanup, and why are they important?
What is the difference between Quickbooks Cleanup vs Bookkeeper?
| Aspect | Quickbooks Cleanup | Bookkeeper |
|---|---|---|
| Credentials | Basic accounting knowledge, Quickbooks proficiency | Bookkeeping certification or experience, Quickbooks skills |
| Work Environment | Often project-based, short-term | Ongoing, regular bookkeeping tasks |
| Employer & Industry | Accounting firms, small businesses | Small to medium businesses, accounting firms |
| Search & Comparison Intent | Cleaning up Quickbooks files, correcting errors | Managing daily financial records |
Quickbooks Cleanup focuses on correcting and organizing existing Quickbooks files, often as a short-term project. Bookkeepers handle ongoing financial record-keeping, including data entry and reconciliations. While both roles require Quickbooks skills, Cleanup is more task-specific, whereas Bookkeepers provide continuous financial management.
What is QuickBooks cleanup?
What are some common challenges faced during a QuickBooks cleanup project, and how can I prepare for them?
Full-time
Medical, Dental, Vision, Retirement
Posted 13 days ago
Job description
The Onboarding Manager, Client Accounting Services is responsible for delivering a best-in-class transition experience for every new CAS client. From signed engagement letter through successful handoff to the recurring service team, this individual owns the entire onboarding lifecycle - setting up accounting systems, integrating third-party tools, defining scalable workflows, and ensuring the client feels confident and well-supported from day one.
This is an ideal role for an accounting professional who enjoys project leadership, client-facing work, and using technology to modernize financial operations.
- Lead each new client engagement from kickoff call through transition to the recurring CAS team
- Serve as the single point of contact for all onboarding-related questions, issues, and communications
- Build and manage project plans with clear scope, milestones, timelines, and budget parameters
- Proactively identify risks and resolve issues before they impact the client experience
- Review client financials to identify cleanup needs, assess any potentially out-of-scope work, and escalate findings to leadership.
- Conduct structured kickoff meetings to gather the financial and operational information needed to stand up the engagement
- Implement and optimize cloud accounting platforms (QuickBooks Online, Xero, Sage Intacct, NetSuite) to meet each client's specific needs
- Configure and integrate third-party tools including bill pay, payroll, expense management, and document management solutions (BILL, Ramp, Expensify, Fathom & Jirav).
- Design scalable chart of accounts, reporting structures, and month-end close processes
- Train clients and internal team members on new systems and workflows
- Provide initial accounting support during the transition period, including reconciliations and financial statement preparation
- Review financials to ensure GAAP-compliant, accurate reporting prior to client handoff
- Establish month-end close checklists and standard operating procedures for the ongoing service team
- Partner with CAS managers, practice leaders, and IT to ensure seamless transitions from onboarding to steady-state service
- Document client-specific procedures and system configurations for the ongoing team
- Identify and champion process improvements that increase onboarding efficiency and client satisfaction
- Provide feedback loops to sales and proposals teams on scope accuracy and engagement scoping
- Bachelor's degree in Accounting, Finance, or related field
- 5-8 years of accounting or finance experience, including time in a client-facing or multi-client environment
- Demonstrated experience leading accounting system implementations or client migrations
- Strong working knowledge of GAAP and ability to prepare or review financial statements
- Proficiency in QuickBooks Online (QBO) and/or Sage Intacct; NetSuite and/or Xero experience a plus
- Exceptional project management skills: ability to manage multiple simultaneous onboardings with competing deadlines
- Outstanding communication and relationship management skills - comfortable presenting to C-suite stakeholders
- CPA license or active candidate
- Public accounting or professional services firm background
- Experience in a managed services or outsourced accounting model
- Familiarity with workflow and practice management tools (e.g., Wrike, Karbon)
- Experience with third-party integrations: Bill.com, Ramp, Jirav, Fathom
- Client Focus - Delivers an exceptional first impression that sets the tone for the long-term client relationship
- Project Ownership - Takes end-to-end accountability for onboarding outcomes without needing close oversight
- Tech Savviness - Quickly learns new platforms and connects the right tools to the client's business model
- Organized & Detail-Oriented - Tracks dozens of moving parts across simultaneous engagements with precision
- Collaborative - Works effectively across internal teams, escalating appropriately and sharing knowledge freely
- Adaptable - Comfortable in a fast-growing, evolving practice where processes are still being built
About Aprio
Sourced by ZipRecruiter
Industry
Accounting services
Company size
501 - 1,000 Employees
Headquarters location
Atlanta, GA, US
Year founded
1952