Role & responsibilities We are looking for a highly organized and detail-oriented professional to take ownership of onboarding new clients and designing processes for complex bookkeeping and accounting work . The role requires hands-on expertise in Xero (primary) and QuickBooks , along with the ability to communicate clearly and professionally in fluent English with international clients. Preferred candidate profile Client Onboarding Manage the end-to-end onboarding process, including system setup, data migration, and client training. System & Process Setup Configure and optimize Xero / QuickBooks environments (bank feeds, chart of accounts, rules, automation, reporting). Policy Rollout & Tracking – Implement accounting policies, SOPs, and best practices across client portfolios; monitor adherence and update policies when required. Cashflow & Budgeting – Build and maintain accurate forecasts and budgets; provide insights to clients for financial planning. Month-End & Year-End – Lead the close process including reconciliations, ledger reviews, variance analysis, adjustments, and year-end audit support. Process Documentation – Create, update, and maintain SOPs, trackers, and checklists to ensure consistent and scalable operations. Collaboration – Work closely with internal pods/teams to assign responsibilities, ensure smooth workflow execution, and provide quality outputs. Client Interaction – Communicate directly with clients to explain processes, reports, and policies in clear professional English. Continuous Improvement – Identify gaps, recommend automation, and enhance efficiency in client onboarding and accounting operations.
Fatpos Hub Llp
Fatpos Hub LLP is a leading investment consulting firm that specializes in providing strategic insights and solutions to startups and established businesses, focusing on market research, business strategy, and operational efficiency.