The Senior Bookkeeper is responsible for nurturing new client relationships and leading the successful implementation of bookkeeping services. The role ensures each new client is transitioned to an effective, well-documented and sustainable service-delivery model that supports robust client outcomes. New client implementation is the primary focus of the role. During periods of reduced onboarding activity, the role will also complete bookkeeping and related client work to support team capacity, service continuity and client commitments.

Key responsibilities

Lead the onboarding and implementation of new bookkeeping clients

Conduct discovery and onboarding meetings with clients

Understand client systems, bookkeeping processes, reporting requirements and service expectations

Develop implementation plans and onboarding timelines

Coordinate the collection of client information, records and system access

Coordinate transition of client bookkeeping functions into BridgePoint Group systems and workflows

Coordinate accounting software setup and migration activities where required

Establish client communication, reporting and workflow requirements

Maintain regular communication with clients throughout implementation

Manage the client relationship throughout onboarding, implementation, the transition of day-to-day processing and the agreed stabilisation period

About you

Certificate IV in Accounting and Bookkeeping, Diploma of Accounting, degree in Accounting or a comparable qualification preferred

Xero Advisor and Xero Payroll certification, or willingness to obtain these certifications promptly

At least 3+ years' bookkeeping, accounting support or outsourced finance experience, within an Australian bookkeeping, accounting or qualified services environment





Demonstrated experience leading the onboarding or transition of multiple clients, including discovery, scope confirmation, data collection, systems setup, workflow design, testing, issue management and handover

Demonstrated ability to prepare clear, practical SOPs, process maps, checklists and training materials from client discussions and observed processes

Experience training, guiding and reviewing the initial work of bookkeepers or accounting support staff through a structured handover

Strong practical knowledge of Australian bookkeeping, GST, BAS, IAS, PAYG withholding, payroll, Single Touch Payroll, superannuation and payroll tax processes

Experience working effectively across onshore and offshore teams, including clear documentation, structured handovers and remote collaboration

Sound understanding of confidentiality, privacy, data security, internal controls and professional obligations when handling client information

About us

BridgePoint Group is a results-driven boutique firm that supports the sustainable future of client businesses through proven advisory, accounting, and strategic methods. The firm brings together industry experts with deep insights, business skills, and experience to help clients achieve long-term success aligned with their individual goals. BridgePoint Group uses a team-based, cross-functional approach so every team member understands client challenges and can address root causes rather than surface issues. Core services include Accounting, Government Grants & Incentives, Taxation, Corporate Advisory, Strategy and Planning Consulting, Risk Management, SMSF, and Commercial Legal.

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📌 Onboarding Lead, Senior Bookkeeper (North Sydney)
🏢 BridgePoint Group
📍 North Sydney