Client Financial Partner in Toronto, ON

Part-time Client Financial Partner in Toronto, ON, Canada Fully Remote — Apply on Canada's #1 skills-based hiring platform for accountants and bookkeepers.

Employment Type: Part-time

Work Model: Fully Remote

Location: Toronto, ON

Software: QuickBooks Online, QuickBooks Desktop, Google Sheets

Job Description

Who We Are:  

We are Zetique. We empower small businesses to stay on top of their finances. We pride ourselves on being an innovative boutique bookkeeping company, always evolving, and pushing into new dimensions. We consider ourselves saviors of small businesses. Far too often, our clients are overlooked by larger firms, dismissed as merely pursuing ‘hobbies’, and left feeling neglected and unworthy of financial assistance. We are here to guide them, answer their questions, put their numbers in order, and become a part of their team.  

Our Vision:  

To become a leader in financial management for small businesses, leveraging technology and human expertise to bridge the service gap left by larger firms.  

Our Mission:  

To provide accurate, timely, and personalized bookkeeping services that empower small businesses to make informed financial decisions, aiming to capture the largest total addressable market (Now only in Canada).  

Core Values:

• We exclusively work with small businesses who share our values of integrity, transparency, and growth. Small businesses that are overlooked by the big bookkeeping and accounting companies.  

• We prioritize a culture of collaboration and inclusivity, offering flexible work options that allow our team members to work from anywhere and make their own hours.  

• We put our clients at the heart of everything we do, prioritizing their needs and striving for their satisfaction.   

The POD Concept:  

At Zetique, we empower our team. We strongly believe in the power of autonomy, collaboration, and unity. You will be part of a POD - a small, self-sustained team that operates as one organism with no hierarchical structure. Your POD will be independently responsible for delivering services to your assigned pod clients, working together, sharing knowledge, and supporting each other.     

We foster an environment where each POD collaborates seamlessly to ensure the satisfaction and success of our clients.  

High Demanding and Opportunity For growth: 

This is a highly demanding position tailored for highly motivated individuals. If you have a hunger for excellence and are driven to be the best in the industry, then this is where you should be, and this exclusive opportunity is for you. Your role will be to create not just a service but an unparalleled experience for our clients.   This is the best place to work if you truly have the courage, believe in yourself, have confidence, and want to think outside the box to create innovative solutions. The opportunity for growth is immense.   

Why Join Us: 

At Zetique, we offer the unique opportunity to work remotely and directly with business owners. If you thrive in a challenging environment and are adept at providing solutions, we want you on our team. We are looking for individuals who are tech-savvy, experts at multitasking, have exceptional time management and organizational skills, and excel in interpersonal and communication abilities. Our ideal candidate is someone who can work effectively without constant supervision.  

Role Highlights: 

As a key member of our team, you will handle full-cycle bookkeeping, manage clients, and play a vital role in financial analysis, personalized recommendations, and client relationship management.  

Responsibilities: 

• Perform day-to-day bookkeeping tasks, including data entry, reconciliations, and maintaining accurate financial records. 

• Process accounts payable and receivable, ensuring timely and accurate invoicing, payments, and collections. 

• Prepare and submit regular financial reports, such as profit and loss statements, balance sheets, and cash flow statements. 

• Run payroll through QBO or QB Desktop, ensuring proper deductions and issuing ROEs and T4s. 

• Pull information from the CRA represent a client site for payroll, GST/HST, and corporate taxes, and communicate efficiently with CRA agents regarding client accounts. 

• File GST/HST returns, payroll remittances, and T4s in the CRA site. 

• Collaborate with clients to gather financial information and resolve discrepancies or inquiries.     Maintain a comprehensive understanding of accounting principles, laws, regulations, and industry best practices. 

• Contribute to the development and implementation of efficient bookkeeping processes and workflows. 

• Manage a client portfolio, maintaining strong relationships and delivering exceptional services. 

• Analyze financial reports and offer personalized recommendations for clients' financial health.

• Proactively engage with clients, providing valuable insights and suggestions for improvement.

• Maintain accurate and customized bookkeeping records tailored to each client's needs. 

• Provide clear explanations of the bookkeeping process and its benefits. 

• Achieve KPIs, follow up with clients, and evaluate team performance. 

• Analyze bookkeeping data, reconcile accounts, and collaborate with entrepreneurs. 

• Set up bookkeeping files from closing trial balances, including payroll and all balance sheet entries.  
  

Requirements: 

• Significant bookkeeping experience. 

• Excellent interpersonal and communication skills. 

• Strong organization and attention to detail. 

• Ability to prioritize and manage workflow based on deadlines and client list. 

• Profound analytical skills and proficiency in QuickBooks Online, QuickBooks Desktop, and/or Xerox. 

• Familiarity with CRM and time management tools. 

• Knowledge of accounting principles and practices. 

• Troubleshooting aptitude for resolving bookkeeping tool-related issues. 

• Independent work ethic with leadership ability. 

• Demonstrated eagerness to explore innovative approaches and readiness to mentor fellow team members.

• Exceptional ability to adhere to guidelines and instructions with precision. 

• Must be legally permitted to work in Canada.     

What we offer:  

• Fully remote role with flexible hours. 

• Opportunities for personal and professional growth. 

• Competitive compensation, health benefits, office equipment, and paid vacation for full-time roles.

• Shape your hours and contribute to company growth.      
  

Probation period:  

Zetique maintains a structured performance evaluation process, which includes a 6-month probationary period for all new hires. During this period, the new team member’s performance will be assessed based on their adherence to established processes, accuracy of work, communication skills, and overall contribution to the team. Regular feedback and performance discussions will be conducted to ensure alignment with company expectations and objectives.   

Please note: This is a fully remote position, and candidates must be equipped with a suitable home office setup, an antivirus and reliable high-speed internet connections. To apply, please submit your resume and a cover letter detailing your relevant experience and explaining why you are the ideal candidate for this role. Zetique is an equal opportunity employer. We encourage applications from candidates of all backgrounds and experiences.