Overview
This partnership role involves co-founding and serving as CEO of an AI-native accounting firm (Fieldstone). It is a founder equity position and not a salaried executive role.
The firm is built around an agent fleet that continuously runs bookkeeping, reconciliation, workpapers, and first-pass tax returns. Human reviewers apply judgment, sign off, and own the client relationship. A technical co-founder is embedded in the practice from day one to automate work within the CEO’s workflow, with the product built from real engagements.
Responsibilities
As Co-Founder & CEO, you will set the venture’s direction and lead execution across:
- Clients: Bring your founding client base and win new mid-market clients through your network.
- Practice: Own quality of work, review standards, and every client relationship as the firm’s lead CPA.
- Product: Work side by side with the technical co-founder, converting day-to-day workflow and review corrections into agent improvements.
- Licensing: Lead firm registration and CPA licensing across US states.
- Capital: Lead the seed raise, supported by the organization’s network and traction.
- Team: Hire reviewer CPAs and establish the firm’s cultural foundation.
Requirements
- Licensed US CPA
- Partner or senior manager experience at an accounting firm
- Established book of client relationships you can bring into a new firm
- Hands-on experimentation with AI tools in your own practice, with conviction that the firm model needs to change
- Strong business development track record (winning and retaining clients based on your work)
- Product mindset with the ability to break down your workflow and help shape how it gets automated
- Ability to build an investor narrative and close capital with the organization’s support
- Experience in bookkeeping, tax, and advisory for 1M–20M businesses
Preferred Qualifications
- Experience building and scaling a professional services practice
- Familiarity with automation of bookkeeping, reconciliation, workpapers, and tax workflows
Compensation & Benefits
- Founder equity with meaningful ownership from inception
- Pre-seed capital committed for early hires and agent development, with potential for follow-on funding
- Embedded technical co-founder in the practice from day one
- Venture building resources including design, engineering, growth, and fundraising support from day one
- Investor and advisor network across fintech and early-stage capital markets
Location
Not specified.