Remote Client Controller, CPA Firm

Overview

A fully remote Client Accounting and Advisory Services (CAS) firm is seeking a Remote Client Controller to join their collaborative team. This role involves managing a portfolio of multi-client CAS engagements, primarily serving growing service-based businesses and nonprofits with revenues between $2M and $25M.

Responsibilities

• Lead recurring financial review calls, guiding clients through monthly financial statements, explaining variances, and translating complex data into actionable business insights.
• Prepare clear financial packages and participate in executive, board, finance committee, or audit meetings for both commercial and nonprofit clients.
• Collaborate directly with business owners, Executive Directors, finance staff, leadership teams, and board members.
• Review monthly financial statements, reconciliations, workpapers, and supporting schedules for accuracy, completeness, and audit readiness.
• Oversee accrual accounting, class/location/project tracking, deferred revenue recognition, intercompany transactions, and fund/grant accounting as applicable.
• Lead cash flow discussions, maintain rolling forecast tools, explain cash movements, and highlight practical concerns for client or CFO attention.
• Partner closely with fractional CFOs and advisors on budgeting, forecasting, FP&A, financial modeling, process design, and strategic decision support.
• Identify meaningful trends and provide light advisory insights without acting as a full-time CFO.
• Assign, monitor, and review work executed by staff through practice management software, ensuring smooth deliverables and proactively resolving bottlenecks.
• Support onboarding and process optimization across client technology stacks including QuickBooks Online, BILL, Ramp, Fathom, and others.

Requirements

• Significant, proven experience in Client Accounting Services, fractional accounting, or outsourced accounting firms managing multiple client accounts simultaneously.
• Hands-on experience with nonprofit clients, including familiarity with fund accounting, grant tracking and reporting, net asset classifications, and supporting finance committees or boards.
• Expert-level proficiency in QuickBooks Online (QBO) with deep knowledge of accrual accounting and month-end close processes.
• Proven ability to lead live financial review calls and communicate effectively with business owners, CEOs, and Executive Directors.
• Authorized to work in the United States (W-2) with reliable availability during Pacific Standard Time (PST) business hours.

Preferred Technical Skills

• QuickBooks Online (QBO)
• Excel or Google Sheets for financial modeling
• Karbon or similar practice management platforms
• Experience with BILL, Ramp, Expensify, Fathom, Syft, or Reach Reporting is a strong plus

Compensation & Benefits

• Base salary range: $85,000 to $95,000 per year, commensurate with experience and qualifications
• Competitive benefits including 401(k) with matching contributions and performance bonuses
• Fully remote work environment with periodic in-person retreats
• Opportunities for career growth working alongside experienced CFOs, expanding skills in strategic FP&A and forecasting
• Direct client-facing ownership with a balance between advisory and operational responsibilities

Location

• Remote position requiring applicants to be located within the United States
• Must have reliable availability during Pacific Standard Time (PST) business hours