Bookkeeping Specialist

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. Service Overview: Cloud Accounting : AMLB takes the stress out of managing clients' day-to-day finances by providing a comprehensive cloud bookkeeping solution. From a digitized receipt capture solution to maintaining up-to-date financial records, we handle the clients' bookkeeping tasks efficiently and accurately. We also simplify accounts receivable and payable workflows by setting up and managing user-friendly AP/AR systems through tools like Plooto and Stripe to deliver a seamless, cloud-based solution for managing all incoming and outgoing payments. Tax Planning & Preparation : AMLB offers comprehensive tax support, including the preparation and filing of T2 corporate tax returns, GST/HST filings, financial statement management, and strategic tax planning. AMLB also provides T1 tax filing for owner-managers and audit support for CRA reviews, ensuring peace of mind and compliance throughout the year. Payroll: AMLB’s cloud-based payroll solutions enable clients to securely process payroll anytime, from anywhere. With WagePoint at the core, we manage direct deposits, T4 slips, tax remittances, and real-time updates, while leveraging collaborative tools to ensure accuracy, timeliness, and insight-driven payroll management. CFO Advisory: Through virtual CFO services, AMLB delivers strategic financial guidance tailored to the needs of growing businesses. Our advisory offering includes financial modeling, deep dives into profit and margin leakage, audit committee and board reporting, cash flow and forecast analysis, and key performance indicator (KPI) development—all at a fraction of the cost of an in-house CFO. Not-for-Profit Services: AMLB provides end-to-end financial compliance and advisory for not-for-profit organizations, including preparation and electronic filing of T3010 Registered Charity Returns, funder reporting, and support with government rebate programs such as HST, property tax, and public service body rebates. Technology Enablement: AMLB stands out through its industry-leading use of cloud-first tools to automate, document, and streamline client services—leveraging platforms like Karbon for workflow management, SweetProcess and Loom for process documentation, Dext Prepare for receipt capture, QBO/Xero for accounting, WagePoint for payroll, Plooto for payments, and Microsoft SharePoint and Teams for seamless collaboration. AMLB in the Community: AMLB is a purpose-driven organization committed to improving outcomes for clients, team members, and its communities. We regularly supports 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/ The role: We’re growing rapidly and require a Bookkeeping Specialist with outstanding communication and organizational skills, and who has a strong desire to make a difference with our team members and customers.  You would work remotely but also closely with AMLB’s co-founders (former Fortune 500 executives) who prioritize learning, a collaborative culture and provide mentorship along the way. If you want to work at an entrepreneurial firm where you will have the opportunity to make a real impact and gain experience using tools that are changing the age-old way accounting is done, you may be a great fit for AMLB. Duties and Responsibilities: We’re growing rapidly and require a Bookkeeping Specialist with outstanding communication and organizational skills, and who has a strong desire to make a difference with our team members and customers. Role highlights: Perform daily and weekly review, coding and publishing of invoices and bills in cloud-based platform for a portfolio of AMLB’s clients, ensuring accuracy of key data fields. Record daily financial transactions, including receipts, payments, and other entries in Quickbooks Online and Xero. Take ownership of obtaining and uploading b ank and credit card statements in a timely manner from clients and performing self-reviews for accuracy. Prepare sales invoices and set-up payments to vendors on a weekly, bi-weekly or monthly basis for a portfolio of AMLB’s clients. For all AMLB clients, refresh bank feeds in QBO/Xero or obtain and upload bank statements to QBO/Xero if bank feed is not operational. Compare bank statement to QBO/Xero bank feed to confirm accuracy on a periodic basis. Assist in audits as needed, providing required documentation and support. Support month-end and year-end closing processes Support Cloud Accountants with general bookkeeping-related tasks as needed. Skills and Experience: At least 2 years of experience in a Bookkeeping role using cloud-based software or a bookkeeping / accounting degree. Can provide a commitment of 2 years Ability to work effectively both independently and collaboratively within a team setting Strong communicator - able to write and speak in English simply and clearly Strong organizational skills-able to efficiently manage and prioritize tasks Seeking to grow with us and in their careers Good culture fit (some traits we look for: friendly, open to feedback, respectful of other's opinions) Compensation & Benefits: Competitive compensation that rewards value added to clients and the firm, including a semi-annual performance bonus Industry-leading training program included Work from your designated home office as long as you’re meeting client and firm needs. Team members are asked to participate in at least one team meeting each week Generous vacation plan and half-day Fridays in August If this sounds like the opportunity for you, we’d love to hear from you!