Client Controller

Overview

A fast-growing outsourced accounting and CFO advisory firm is seeking a Client Controller to manage day-to-day accounting for a diverse portfolio of clients across industries such as real estate, e-commerce, digital assets/Web3, MedSpa, construction, and professional services. This role offers exposure to multiple industries, direct client relationships, and opportunities for professional growth beyond traditional CPA firm roles.

Responsibilities

Daily Client Accounting

• Review all client transactions to ensure accuracy and timeliness
• Develop understanding of each client's industry, revenue recognition methods, operational cycles, and key performance indicators (KPIs)
• Gain fluency in core systems including Karbon, QuickBooks, Bill.com, and Fathom

Workflow & Task Management

• Prioritize daily tasks using Karbon, addressing due dates and resolving overdue items proactively
• Respond to client and internal items during business hours
• Own month-end reconciliations from start to finish

Financial Reporting & Analysis

• Manage revenue and accounts receivable reporting via QuickBooks
• Oversee bill payment and accounts payable reporting through Bill.com
• Reconcile general ledger activity and maintain accurate balance sheets
• Use Excel to summarize, reconcile, and analyze financial data
• Prepare and deliver month-end financial statements directly to clients
• Identify variances and trends proactively
• Collaborate with clients to build and review financial forecasts using Fathom

Process & Systems Maintenance

• Maintain Bill.com with daily synchronization checks, inbox management, and issue resolution
• Keep QuickBooks records accurate and up to date, including bank and credit card transactions
• Organize client documentation in Google Drive
• Contribute ideas to improve reconciliation processes, accounts payable/collections workflows, and reporting efficiency

Client Relationships

• Communicate with clients via phone, Zoom, and occasional in-person meetings
• Serve as a professional and clear point of contact representing the firm
• Maintain proactive client communication

Requirements

• Experience in bookkeeping, staff accounting, or controller-level roles; background in public or outsourced accounting is a plus
• Ability to manage multiple clients and shifting priorities effectively
• Working knowledge of QuickBooks Online; experience with Bill.com, Karbon, or Fathom is a bonus (training provided)
• Strong Excel skills and comfort working with numbers beyond data entry
• Clear and confident communication skills for regular client interaction
• High energy and motivation for continuous career and knowledge growth

Location

Position details regarding location or remote work are not specified in the description.

Compensation & Benefits

Compensation and benefits information are not provided in the description.