**This is a full-time independent contractor role. Candidates must be able to commit exclusively to this position and not engage in part-time or freelance work once hired.**
Do you enjoy building systems, improving workflows, and helping shape the foundation of a growing accounting practice while still staying hands-on with client accounting work
Are you someone who thrives in entrepreneurial environments where ownership, adaptability, continuous learning, and strong client communication are valued just as much as technical accounting skills
If so, this opportunity may be an excellent fit for you.
WHAT'S IN IT FOR YOU
- Competitive compensation package tailored to your experience and expertise;
- Discretionary Year-End Bonus (inspired by 13th month pay)
- Enjoy a generous 22 PTO credits, covering vacations, sick leaves, and holidays; PTO payout option for unused leave balances
- Performance-based incentive opportunities tied to workload growth and client satisfaction.
- Flexible schedule, ensuring 3-4 hour overlap in Eastern time zone (starting at 7 PM PH time), offering seamless collaboration with the team and clients;
- Embrace the convenience of remote work - operate from the comfort of your home with equipment provided;
- Direct exposure to a founder-led, growth-oriented accounting practice; have the opportunity to help build systems and operational workflows from the ground up
- Long-term career growth potential as the practice scales
- Collaborative, low-micromanagement environment
- Technology-forward culture focused on efficiency and continuous learning
CLIENT BACKGROUND
Our client is a growing U.S.-based fractional CFO and outsourced accounting advisory practice founded by an experienced finance executive with extensive leadership experience across corporate finance and accounting operations.
The firm supports small and mid-sized businesses across industries including:
- retail,
- food service,
- distribution,
- professional services,
- and senior living
As the outsourced accounting division continues to expand, the firm is hiring a Senior Accountant to support a growing portfolio of U.S.-based clients. This role offers the opportunity to take ownership of client accounting responsibilities while contributing to process improvements and operational excellence within a collaborative, growth-oriented environment.
KEY RESPONSIBILITIES:
- Perform full-cycle accounting and bookkeeping for multiple U.S.-based clients
- Handle month-end close processes including reconciliations, journal entries, and financial reporting
- Maintain accurate and organized financial records across client accounts
- Support cleanup and catch-up bookkeeping projects as needed
- Execute month-end close processes within established reporting deadlines.
- Investigate and resolve reconciliation discrepancies proactively.
- Utilize AI-powered tools and emerging technologies to improve accounting workflows and operational efficiency.
- Assist with onboarding new clients and transitioning accounting workflows
- Collaborate directly with leadership on improving accounting processes and operational efficiencies
- Communicate with clients regarding accounting concerns, missing information, and financial clarifications
- Help document and improve internal workflows and accounting procedures
- Ensure timely and accurate completion of recurring accounting deliverables
- Support ad hoc accounting and operational projects as the firm continues to grow
WHAT SUCCESS LOOKS LIKE
First 30 Days
- Become familiar with the firm's clients, workflows, systems, and accounting processes
- Build understanding of recurring monthly accounting responsibilities and client expectations
- Learn internal workflows, communication standards, and operational procedures
- Begin supporting reconciliations, month-end close tasks, and cleanup projects
- Document workflows as you learn them, noting gaps and undocumented steps
- Establish reliability, responsiveness, and strong follow-through within the team
First 60–90 Days
- Independently manage recurring accounting responsibilities for assigned clients
- Take ownership of reconciliations, month-end close processes, and financial deliverables
- Identify opportunities for workflow improvements and operational efficiencies
- Support onboarding and transition of new client accounts as needed
- Own the drafting and refinement of SOPs for recurring tasks and month-end close processes, transforming informal procedures into documented, repeatable workflows.
QUALIFICATIONS
- Bachelor's degree in Accounting, Finance, or related field
- Minimum 5 years of accounting or bookkeeping experience, with at least 3 years supporting U.S.-based accounting clients or firms.
- Strong proficiency in QuickBooks Online (QBO).
- Experience managing multiple client accounts simultaneously.
- Strong month-end close, reconciliation, and financial reporting experience.
- Experience supporting law firms and/or trust accounting (IOLTA) is strongly preferred.
- Experience with multi-entity accounting is strongly preferred.
- Strong written and verbal English communication skills, with the confidence to communicate professionally with clients.
- Highly organized with strong attention to detail and the ability to work independently in a fast-paced, entrepreneurial environment.
- Strong problem-solving mindset with a willingness to learn new technologies and continuously improve processes.
- Exposure to or willingness to leverage AI tools and automation technologies to improve accounting workflows and efficiency.
Nice-to-Haves:
- Experience with accounting cleanup or catch-up bookkeeping projects.
- Experience with client onboarding, accounting system implementations, or data migrations.
- Experience with practice management software such as Canopy or similar platforms.
- Experience creating or maintaining Standard Operating Procedures (SOPs) and process documentation.
- Familiarity with accounting automation tools and AI-powered workflow solutions.
- Experience supporting growing or startup businesses where adaptability and process improvement are highly valued.
ADDITIONAL REQUIREMENTS
- Reliable, stable and high-speed internet
- A dedicated, private workspace that is free from distractions, ensuring confidentiality and optimal focus on tasks.
DESCRIPTION OF IDEAL CANDIDATE
- Ownership-Oriented - You naturally take initiative, solve problems proactively, and can independently manage recurring accounting responsibilities with minimal supervision.
- Entrepreneurial & Adaptable - You enjoy helping build and improve systems within a growing business environment and are comfortable navigating evolving priorities.
- Hands-On & Technically Strong - You have strong accounting fundamentals, particularly within QuickBooks Online and month-end close processes, and can confidently support multiple clients simultaneously.
- Process & Efficiency Focused - You appreciate organization, automation, and building efficient workflows that help businesses scale effectively.
- Collaborative & Communicative - You communicate clearly, work well with others, and are comfortable interacting professionally with both clients and leadership.
- Continuous Learner – You embrace new technologies, enjoy learning better ways of working, and are excited to leverage AI and automation to improve accounting processes.
If you're looking for a long-term opportunity where you can combine strong technical accounting skills with ownership, operational impact, and growth potential, we'd love to hear from you.
