Role Description
You are the quarterback of a client portfolio, part relationship owner, part month-end close leader, part process builder.
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Oversee the monthly close from beginning to end for a group of growing small business clients.
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Act as the trusted point of contact for financial results and clarity.
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Supported by Accounting Specialists (bookkeepers) who complete as much of the bookkeeping work as can be delegated.
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Create and document the workflows for bookkeeping, train team members, and ensure timely completion of work.
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Complete non-delegable tasks and review bookkeeping, reconciliations, and financial statements for accuracy and completeness.
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Deliver clean, client-ready financials that help business owners run with confidence.
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Engage in client-facing interactions, answering questions and understanding their business and goals.
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Create a consistently great experience through clear communication, strong follow-through, and reliable delivery.
Qualifications
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Core accounting experience (must have): At least 5 years of small business accounting experience.
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Experience preparing accrual adjusting entries.
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Experience building and maintaining fixed asset and debt schedules.
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Experience preparing and reviewing complete financial statements.
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Owned month-end close, start to finish, for more than one client business simultaneously.
Requirements
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Clear communication with clients and ownership of issues with a plan for resolution.
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Design and build the delegation framework and workflows for bookkeepers.
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Track time and manage to time budgets, understanding the engagement scope.
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Strong reviewer with a focus on accuracy and completeness within scope.
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Systematically reduce rework by fixing processes when errors surface.
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Construction experience (preferred): Direct accounting experience in real estate or construction industry.
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Job costing experience with the ability to track costs by project, phase, or cost code.
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Strong understanding of handling WIP and experience with fixed asset acquisition and disposal.
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Experience with construction-specific software and integrating those platforms with accounting software.
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Real estate accounting experience alongside construction, including rental income and property depreciation.
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Managing subcontractors, including insurance compliance and vendor documentation.
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Experience with retainage and contract revenue recognition methods.
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Sales tax and income tax coordination are bonuses (not required).
Benefits
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Full-time, salaried position (40 hours per week).
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Remote flexibility with structured workdays aligning with U.S. business hours.
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Opportunity for growth and increased responsibility based on performance.
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Long-term agreement managing a group of clients supporting approximately 4Γ your monthly salary in monthly recurring revenue (MRR).
Compensation
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Full-time salary: $75,000 to $85,000 per year depending on experience.