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Onboarding Cloud Accountant (PH)
Amlb · Remote · Active · BambooHR
Job facts
| Field | Value |
|---|---|
| Company | Amlb |
| Title | Onboarding Cloud Accountant (PH) |
| Normalized title | - |
| Department / team | Client Services |
| Location | Remote, Philippines |
| Work model | Remote / Remote |
| Employment type | Full Time |
| Salary | - |
| Status | active |
| ATS provider | BambooHR |
| Posted / first seen | 2026-01-08 / 2026-05-30 |
| Changed / last seen | 2026-05-30 / 2026-06-06 |
Related slices
| Page | What it contains | Open |
|---|---|---|
| Company jobs | Active postings from Amlb. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through BambooHR. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| Department jobs | Active postings in Client Services. | Open |
| Work model jobs | Active Remote postings. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | Amlb |
| Source | 97944dd1-5722-41bf-a44c-7c4d3a513fc3 |
| ATS provider | BambooHR |
Description
As our Onboarding Cloud Accountant , you’ll be the go-to expert who gets new clients set up for success: cleaning up their books, building their workflows, and configuring their systems so the ongoing team can thrive.
You will:
Lead end-to-end client onboarding for entrepreneurs and non-profit organizations
Own clean-up and catch-up bookkeeping using modern cloud tools
Build and continuously improve our onboarding workflows and templates in Karbon
Work 100% remotely, with meaningful collaboration and real growth opportunities
If you love turning messy, complex situations into clear, well-run systems, this role is for you.
ABOUT AMLB
AMLB is a progressive virtual Chief Financial Officer (CFO) business that enables clients and team members to reach their potential. AMLB is growing quickly, having onboarded a portfolio of innovative clients making a real impact in a range of industries from technology to social impact. Purpose-driven and relationship-focused, we are strategic financial partners who intimately understand our clients' businesses and have built a reputation for delivering proactive advice that unleashes our clients’ performance potential.
AMLB is committed to improving outcomes for clients, team members, and its communities. We regularly support various causes, such as ending youth homelessness, reducing poverty, and eliminating its carbon footprint.
AMLB's global recognition includes being named a Top 50 Modern Accounting Firm, winning the Karbon Excellence Award for Diversity & Authenticity and being shortlisted for the Karbon Excellence Award for Sustainability.
https://futurefirm.co/the-top-50-modern-accounting-firms-of-2025/
https://karbonhq.com/resources/2023-karbon-excellence-awards-winners/
AMLB is a fast-growing and innovative organization with strong values, progressive leadership and a collaborative, purpose-driven, and inclusive culture. This is a unique opportunity to join an organization on a significant growth trajectory and directly contribute to the organization's success.
The role:
The Onboarding Cloud Accountant specializes in the first chapter of the client journey at AMLB.
You will:
Take new clients from “messy and unclear” to “organized, reconciled, and ready for ongoing service”
Configure their systems and workflows so the delivery team can hit the ground running
Improve our onboarding processes, documentation, and templates over time
You’ll work closely with Technology, Client Managers, Cloud Accountant s and Bookkeeping Specialists, and you’ll have a direct impact on how smoothly new clients experience AMLB from day one.
If you want to work at an entrepreneurial firm where you can make a real impact and gain experience using modern cloud tools that are changing how accounting is done, you may be a great fit for AMLB.
Key Responsibilities
1. Client Onboarding & Clean-Up
Lead end-to-end onboarding for new clients, in alignment with AMLB’s commitment to a world-class finance function for entrepreneurs and non-profits
Perform catch-up and clean-up bookkeeping in QuickBooks Online or Xero, including reconciliations, clearing accounts, sales tax, payables, and invoicing
Review client books, identify issues, and proactively resolve or escalate items that could affect quality, compliance, or timelines
Prepare clean, well-documented handoffs to the ongoing service team
2. Workflow, Templates & Process Improvement
Build, maintain, and improve onboarding workflows and templates in Karbon (e.g., tasks, dates, owners, naming conventions, checklists)
Streamline and standardize onboarding procedures, identifying ways to reduce friction and increase quality
Create and maintain documentation (step-by-step procedures, checklists, and short training videos) to support internal adoption of new processes
Gather feedback from team members and incorporate it into sustainable process improvements
3. Capacity, Tools & Firm-Wide Operations
Maintain onboarding capacity tracking and monitor utilization to help plan upcoming workload and timelines
Research, evaluate, and test tools that improve onboarding efficiency and accuracy; support implementation and rollout
Participate in firm-wide operational improvement initiatives and share ideas for doing things better, faster, and smarter
The ideal fit for our team:
5+ years of hands-on, full-cycle cloud bookkeeping or accounting experience
Strong experience with QuickBooks Online or Xero (configuration, reconciliations, catch-up/clean-up work)
Demonstrated experience in a multi-client environment managing multi-step projects (e.g., system conversions, clean-up engagements, complex onboarding )
High level of attention to detail and comfort working with messy or incomplete records
Strong written and verbal communication skills in English, including video calls with clients
Tech-savvy and comfortable learning and using tools such as Karbon, Dext, Wagepoint, Plooto , and other cloud applications
Able to work independently in a remote environment , manage your time, and meet deadlines without close supervision
Ability to work remotely from a reliable home office setup
Nice-to-Have
CPA, CPB, or equivalent designation (or in progress)
Experience with Canadian bookkeeping, payroll, and/or sales tax
Prior experience in a cloud accounting firm or BPO serving North American clients
Working Hours
This role supports clients in Canada (Eastern Time)
We require availability from 9:00 a.m.–5:00 p.m. ET, Monday to Friday
Compensation & Benefits:
Competitive compensation , commensurate with experience
Performance-based incentives, including a semi-annual bonus program, and opportunities for progression as the firm grows
100% remote from your home office
Generous vacation plan and half-day Fridays in August
Exposure to a modern tech stack and best-in-class cloud accounting tools
A culture that values learning, ownership, and continuous improvement
The opportunity to work with entrepreneurs and non-profits who are doing meaningful work in their communities
Please click "Apply for this job" and upload your CV
We'll be in touch shortly if there's a preliminary fit!
Full job record
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| Org ID | 3b3cefa7-2da1-4a6b-b42a-5e71a2a69058 |
| Source ID | 97944dd1-5722-41bf-a44c-7c4d3a513fc3 |
| Board ID | 97944dd1-5722-41bf-a44c-7c4d3a513fc3 |
| Provider | bamboohr |
| Provider Job Key | 36 |
| Title | Onboarding Cloud Accountant (PH) |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | — |
| Department | Client Services |
| Team | — |
| Employment Type | full_time |
| Workplace Type | remote |
| Remote Policy | remote |
| Country | Philippines |
| Region | Remote |
| City | — |
| Salary Raw | — |
| Salary Min | — |
| Salary Max | — |
| Salary Currency | — |
| Salary Period | — |
| Source URL | https://amlb.bamboohr.com/careers/36 |
| Apply URL | https://amlb.bamboohr.com/careers/36 |
| First Seen At | 2026-05-30 05:59:11Z |
| Last Seen At | 2026-06-06 10:22:59Z |
| Last Checked At | 2026-06-06 10:22:59Z |
| Last Changed At | 2026-05-30 05:59:11Z |
| Inactive At | — |
| Source Posted At | 2026-01-08 00:00:00Z |
| Source Updated At | — |
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"description": "<span style=\"font-family: Inter, sans-serif; font-size: 12pt\">As our <span style=\"font-weight: bold\"><span style=\"color: inherit\">Onboarding</span> Cloud <span style=\"color: inherit\">Accountant</span></span>, you’ll be the go-to expert who gets new clients set up for success: cleaning up their books, building their workflows, and configuring their systems so the ongoing team can thrive.</span>\n<span style=\"font-family: Inter, sans-serif; font-size: 12pt\"> </span>\n<span style=\"font-family: Inter, sans-serif; font-size: 12pt\">You will:</span>\n<ul>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Lead end-to-end client <span style=\"color: inherit\">onboarding</span> for entrepreneurs and non-profit organizations</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Own clean-up and catch-up bookkeeping using modern cloud tools</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Build and continuously improve our <span style=\"color: inherit\">onboarding</span> workflows and templates in Karbon</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Work 100% remotely, with meaningful collaboration and real growth opportunities</span></li>\n</ul>\n<span style=\"font-family: Inter, sans-serif; font-size: 12pt\"> </span>\n<span style=\"font-family: Inter, sans-serif; font-size: 12pt\">If you love turning messy, complex situations into clear, well-run systems, this role is for you.</span>\n<br>\n<br>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 12pt; font-weight: bold; text-decoration: underline\">ABOUT AMLB</span></p>\n<p><br></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">AMLB is a progressive virtual Chief Financial Officer (CFO) business that enables clients and team members to reach their potential. AMLB is growing quickly, having onboarded a portfolio of innovative clients making a real impact in a range of industries from technology to social impact. Purpose-driven and relationship-focused, we are strategic financial partners who intimately understand our clients' businesses and have built a reputation for delivering proactive advice that unleashes our clients’ performance potential.</span></p>\n<p><br><br></p>\n<span style=\"font-family: Inter, sans-serif; font-size: 12pt\">AMLB is committed to improving outcomes for clients, team members, and its communities. We regularly support various causes, such as ending youth homelessness, reducing poverty, and eliminating its carbon footprint.</span>\n<span style=\"font-family: Inter, sans-serif; font-size: 12pt\"> </span><br><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">AMLB's global recognition includes being named a Top 50 Modern Accounting Firm, winning the Karbon Excellence Award for Diversity & Authenticity and being shortlisted for the Karbon Excellence Award for Sustainability.</span><br><span style=\"font-family: Inter, sans-serif; font-size: 12pt\"> </span>\n<span style=\"font-family: Inter, sans-serif; font-size: 12pt; text-decoration: underline\"><a href=\"https://futurefirm.co/the-top-50-modern-accounting-firms-of-2025/\" target=\"_blank\" rel=\"noopener noreferrer\">https://futurefirm.co/the-top-50-modern-accounting-firms-of-2025/</a></span>\n<span style=\"font-family: Inter, sans-serif; font-size: 12pt; text-decoration: underline\"><a href=\"https://karbonhq.com/resources/2023-karbon-excellence-awards-winners/\" target=\"_blank\" rel=\"noopener noreferrer\">https://karbonhq.com/resources/2023-karbon-excellence-awards-winners/</a></span>\n<br><br>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">AMLB is a fast-growing and innovative organization with strong values, progressive leadership and a collaborative, purpose-driven, and inclusive culture. This is a unique opportunity to join an organization on a significant growth trajectory and directly contribute to the organization's success. </span></p>\n<p><br></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 12pt; font-weight: bold\">The role:</span></p>\n<p><br><br></p>\n<span style=\"font-family: Inter, sans-serif; font-size: 12pt\">The <span style=\"font-weight: bold\"><span style=\"color: inherit\">Onboarding</span> Cloud <span style=\"color: inherit\">Accountant</span></span> specializes in the <span style=\"font-weight: bold\">first chapter</span> of the client journey at AMLB.</span>\n<br>\n<span style=\"font-family: Inter, sans-serif; font-size: 12pt\">You will:</span>\n<ul>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Take new clients from “messy and unclear” to “organized, reconciled, and ready for ongoing service”</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Configure their systems and workflows so the delivery team can hit the ground running</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Improve our <span style=\"color: inherit\">onboarding</span> processes, documentation, and templates over time</span></li>\n</ul>\n<p><br></p>\n<span style=\"font-family: Inter, sans-serif; font-size: 12pt\">You’ll work closely with Technology, Client Managers, Cloud <span style=\"color: inherit\">Accountant</span>s and Bookkeeping Specialists, and you’ll have a direct impact on how smoothly new clients experience AMLB from day one.</span>\n<br>\n<span style=\"font-family: Inter, sans-serif; font-size: 12pt\">If you want to work at an entrepreneurial firm where you can make a real impact and gain experience using modern cloud tools that are changing how accounting is done, you may be a great fit for AMLB.</span>\n<br>\n<span style=\"font-family: Inter, sans-serif; font-size: 12pt; font-weight: bold\">Key Responsibilities</span>\n<span style=\"font-family: Inter, sans-serif; font-size: 12pt; font-weight: bold\">1. Client <span style=\"color: inherit\">Onboarding</span> & Clean-Up</span>\n<ul>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Lead end-to-end <span style=\"color: inherit\">onboarding</span> for new clients, in alignment with AMLB’s commitment to a world-class finance function for entrepreneurs and non-profits</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Perform catch-up and clean-up bookkeeping in QuickBooks Online or Xero, including reconciliations, clearing accounts, sales tax, payables, and invoicing</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Review client books, identify issues, and proactively resolve or escalate items that could affect quality, compliance, or timelines</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Prepare clean, well-documented handoffs to the ongoing service team</span></li>\n</ul>\n<span style=\"font-family: Inter, sans-serif; font-size: 12pt; font-weight: bold\">2. Workflow, Templates & Process Improvement</span>\n<ul>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Build, maintain, and improve <span style=\"color: inherit\">onboarding</span> workflows and templates in Karbon (e.g., tasks, dates, owners, naming conventions, checklists)</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Streamline and standardize <span style=\"color: inherit\">onboarding</span> procedures, identifying ways to reduce friction and increase quality</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Create and maintain documentation (step-by-step procedures, checklists, and short training videos) to support internal adoption of new processes</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Gather feedback from team members and incorporate it into sustainable process improvements</span></li>\n</ul>\n<span style=\"font-family: Inter, sans-serif; font-size: 12pt; font-weight: bold\">3. Capacity, Tools & Firm-Wide Operations</span>\n<ul>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Maintain <span style=\"color: inherit\">onboarding</span> capacity tracking and monitor utilization to help plan upcoming workload and timelines</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Research, evaluate, and test tools that improve <span style=\"color: inherit\">onboarding</span> efficiency and accuracy; support implementation and rollout</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Participate in firm-wide operational improvement initiatives and share ideas for doing things better, faster, and smarter</span></li>\n</ul>\n<p><br><br></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 12pt; font-weight: bold\">The ideal fit for our team:</span><br></p>\n<ul>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\"><span style=\"font-weight: bold\">5+ years</span> of hands-on, full-cycle cloud bookkeeping or accounting experience</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Strong experience with <span style=\"font-weight: bold\">QuickBooks Online or Xero</span> (configuration, reconciliations, catch-up/clean-up work)</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Demonstrated experience in a multi-client environment managing <span style=\"font-weight: bold\">multi-step projects</span> (e.g., system conversions, clean-up engagements, complex <span style=\"color: inherit\">onboarding</span>)</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">High level of <span style=\"font-weight: bold\">attention to detail</span> and comfort working with messy or incomplete records</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Strong written and verbal communication skills in English, including video calls with clients</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Tech-savvy and comfortable learning and using tools such as <span style=\"font-weight: bold\">Karbon, Dext, Wagepoint, Plooto</span>, and other cloud applications</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Able to work <span style=\"font-weight: bold\">independently in a remote environment</span>, manage your time, and meet deadlines without close supervision</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Ability to work remotely from a reliable home office setup</span></li>\n</ul>\n<br><br>\n<span style=\"font-family: Inter, sans-serif; font-size: 12pt; font-weight: bold\">Nice-to-Have</span>\n<ul>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">CPA, CPB, or equivalent designation (or in progress)</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Experience with Canadian bookkeeping, payroll, and/or sales tax</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Prior experience in a cloud accounting firm or BPO serving North American clients</span></li>\n</ul>\n<br><br>\n<span style=\"font-family: Inter, sans-serif; font-size: 12pt; font-weight: bold\">Working Hours</span>\n<ul>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">This role supports clients in <span style=\"font-weight: bold\">Canada (Eastern Time)</span></span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">We require availability from 9:00 a.m.–5:00 p.m. ET, Monday to Friday</span></li>\n</ul>\n<p><br><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Compensation & Benefits:</span><br></p>\n<ul>\n<li>\n<span style=\"font-family: Inter, sans-serif; font-size: 12pt\"><span style=\"font-weight: bold\">Competitive compensation</span>, commensurate with experience</span>\n</li>\n<li>\n<span style=\"font-family: Inter, sans-serif; font-size: 12pt\"><span style=\"font-weight: bold\">Performance-based incentives, including a semi-annual bonus program,</span> and opportunities for progression as the firm grows</span>\n</li>\n<li>\n<span style=\"font-family: Inter, sans-serif; font-size: 12pt\"><span style=\"font-weight: bold\">100% remote</span> from your home office</span>\n</li>\n<li>\n<span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Generous vacation plan and half-day Fridays in August</span>\n</li>\n<li>\n<span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Exposure to a <span style=\"font-weight: bold\">modern tech stack</span> and best-in-class cloud accounting tools</span>\n</li>\n<li>\n<span style=\"font-family: Inter, sans-serif; font-size: 12pt\">A culture that values <span style=\"font-weight: bold\">learning, ownership, and continuous improvement</span></span>\n</li>\n<li>\n<span style=\"font-family: Inter, sans-serif; font-size: 12pt\">The opportunity to work with <span style=\"font-weight: bold\">entrepreneurs and non-profits</span> who are doing meaningful work in their communities</span>\n</li>\n</ul>\n<p><br></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Please click \"Apply for this job\" and upload your CV</span></p>\n<p><br></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">We'll be in touch shortly if there's a preliminary fit!</span></p>\n<p><br></p>",
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