Overview
This partnership is seeking a Co-Founder & CEO for an AI-native accounting firm. This is a co-founder role with meaningful equity ownership from inception and is not a salaried executive position.
The firm is built around an agent fleet that runs bookkeeping, reconciliation, workpapers, and first-pass tax returns continuously. Human team members operate in reviewer seats—applying judgment, signing off, and owning the client relationship. A technical co-founder is embedded in the practice from day one to automate work alongside your workflow, so the product is grounded in real client engagements.
Responsibilities
As Co-Founder & CEO, you will set the venture’s direction and lead execution across:
- Clients: Bring an existing 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 to turn your daily workflow into agents, using review corrections to drive accuracy gains.
- 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 operating foundation.
Co-Founder Profile / Qualifications
- Licensed US CPA with partner or senior manager experience at an accounting firm.
- An established book of client relationships that can be brought into a new firm.
- Hands-on experimentation with AI tools in your own practice, along with conviction that the firm model needs to change.
- Strong business development track record, including winning and retaining clients based on work quality.
- Product mindset: ability to break down your own workflow and shape how it can be automated.
- Ability to build an investor narrative and close capital with support from the venture-building partner.
- Experience in bookkeeping, tax, and advisory for 1M–20M businesses.
Partnership Structure
- Founder equity with meaningful ownership from inception.
- Pre-seed capital committed for early hires and agent development, with potential for follow-on funding.
- A technical co-founder embedded in your practice from day one, building the agent fleet around your workflow.
- Venture building resources including design, engineering, growth, and fundraising support from day one.
- Investor and advisor network across fintech and early-stage capital markets.
- A co-creation model where you operate as CEO with the venture-building organization’s cross-functional team as a partner.
Compensation & Benefits
- Meaningful founder equity from inception.
- Pre-seed capital committed for early hires and agent development, with potential for follow-on funding.
Location
Not specified in the posting.