Controller

Overview

This role involves owning day-to-day finance operations and providing analysis and recommendations that help leadership make informed decisions. The position is hands-on—covering accounting, billing, receivables, payables, payroll, and close—while also building stronger reporting, forecasts, controls, and workflows.

Responsibilities

Keep the financial foundation solid

• Maintain accurate books and records
• Complete and review reconciliations, journal entries, schedules, and month-end close work
• Own accounts receivable and accounts payable
• Maintain a weekly cadence for invoices, payments, A/R reconciliation, collections, and outstanding balances
• Apply and reconcile payments across QuickBooks, Practice CS, Anchor, CPACharge, Ignition, and other systems
• Resolve billing discrepancies, unapplied payments, credits, and unusual transactions
• Prepare excise-tax filings and related recurring compliance work
• Maintain complete supporting documentation and a reliable financial close calendar
• Coordinate with outside accounting, tax, banking, legal, insurance, and benefit partners
• Escalate material matters to the Managing Member when leadership approval is required

Turn financial information into useful decisions

• Perform a higher-level review of the firm’s financial activity and records
• Prepare budgets, forecasts, and cash-flow projections
• Produce budget-to-actual and financial-performance reporting
• Analyze revenue, expenses, margins, staffing costs, cash flow, and operational trends
• Identify financial risks, unusual activity, and opportunities for improvement
• Translate financial results into clear recommendations for leadership
• Support hiring, compensation, pricing, investment, and growth decisions with financial analysis
• Help leadership understand what happened, why it happened, and what should happen next

Make payroll and employee-related finance dependable

• Own payroll preparation, verification, processing, and records
• Manage routine benefit enrollments, changes, terminations, and employee communication
• Review expense reimbursements within established policies and approval limits
• Coordinate finance-related onboarding and offboarding
• Evaluate benefit and insurance options and manage renewals with leadership and outside partners

Build systems that make the work better

• Establish practical financial controls, approval paths, and documented procedures
• Manage finance-related vendor relationships and selected operational projects
• Keep recurring commitments, deadlines, and responsibilities visible
• Improve workflows across QuickBooks, Practice CS, Ignition, Anchor, Double, Missive, Excel, and related tools
• Use automation and AI intentionally, with appropriate confidentiality, verification, and human review

Requirements

• Strong accounting experience, including ownership of a full accounting cycle: month-end close, reconciliations, financial statements, and supporting schedules
• Financial judgment to build forecasts, interpret results, identify risks, and recommend actions beyond reporting totals
• Hands-on ownership and comfort completing recurring work personally while improving processes
• Payroll and operational fluency, including experience with payroll, billing, receivables, payables, and coordination to keep processes running reliably
• Strong Excel and systems skills, including organizing data, building analyses, troubleshooting discrepancies, and learning new platforms quickly
• Clear communication skills, explaining financial information in plain language and sharing updates proactively
• Sound discretion when handling financial, payroll, benefits, and employee information
• Curiosity with follow-through—questioning inefficient processes, testing improvements, and documenting what works

Experience in a CPA firm or another professional-services business is especially helpful. A CPA or CMA credential, benefits administration experience, and familiarity with the listed systems are welcome advantages.

Preferred Qualifications

• CPA or CMA credential
• Benefits administration experience
• Familiarity with QuickBooks, Practice CS, Anchor, CPACharge, Ignition, Double, Missive, and related tools

Compensation & Benefits

• Salary: $110,000-$135,000, based on experience and demonstrated capability
• Remote work: Within approved U.S. work locations, with dependable availability for Pacific Time collaboration and scheduled meetings
• Equipment: The firm provides the computer and standard technology equipment needed for the role, including monitors, keyboard, mouse, headset, and related accessories
• Medical, dental, and vision: The firm currently pays 100% of the employee premium for its medical plan (BCBS PPO) and dental and vision plans (Delta Dental PPO). Coverage begins on the first day of the month following the employee's start date. Dependents may be added at the employee's cost. Benefits remain subject to plan terms
• 401(k): The firm currently matches employee contributions up to 3% of eligible pay. Eligibility begins on the employee's start date, subject to plan terms and the applicable vesting schedule
• Paid holidays: Ten in total—six firm holidays (New Year's Day, Memorial Day, Independence Day, Thanksgiving Day, the day after Thanksgiving, and Christmas Day) plus four floating holidays
• Vacation: 22 vacation days per calendar year, prorated based on the official start date; vacation is subject to the firm calendar and busy-season blackout periods
• Paid sick and safe time: Accrual begins on the first day of employment. The firm uses Seattle's paid sick and safe time requirements as its minimum standard and applies any more protective law required by the employee's work location
• Volunteer time: Two paid volunteer days
• Professional development: Continuing education and growth opportunities, including reimbursement for approved certification, licensing, professional membership, and destination CPE expenses within firm policy
• Optional cell-phone coverage: Participation in the firm's Verizon plan is available under the current cell-phone policy; the firm does not subsidize or reimburse the purchase of the device
• Personal tax support: Employees may use firm software to prepare their personal income tax returns and may request reasonable tax guidance from the firm's principals at no charge, subject to firm policy

Location

Remote work within approved U.S. work locations, with dependable availability for Pacific Time collaboration and scheduled meetings.

Equal Opportunity and Accommodations

The employer is an equal opportunity employer and provides reasonable accommodations throughout the hiring process.