Oversees the daily workflow of the Accounting Associate when paired on client teams.
Provides training and constructive feedback to the Accounting Associate.
Assessment/Action Plan Identify and Implement Ongoing Processes.
Lead client communication and check-in calls.
Monitor deadlines and the quality of work.
Prepare balance sheet reconciliations, manage adjusting journal entries, and maintain supporting workpapers.
Document detailed processes in Clickup, using both written and video instructions.
Present financial statements to the client’s leadership team, with baseline level analysis of variance or performance against budget.
Forecast client cash needs and cash position.
Maintain accurate cost and purchase details in the inventory schedule.
Process timely and accurate payroll using third-party payroll software.
Implement and maintain AP workflows and approval procedures.
Monitor sales-tax exposure and compliance obligations.

CPA Preferred
Minimum 7 Years Experience.
Experience working with business owners, principals and executive staff.
Experience working with ambitious entrepreneurial organizations.
Comfortable with both written and verbal communication.
Experience managing technology solutions such as Shopify, Quickbooks Online, Bill.com, Melio, Exepnsify, Fathom, Syft, LivePlan, Rippling, Gusto, Avalara or others.
Ability/desire to work with multiple clients in multiple industries and ability to handle shifting priorities.

Controller

Key skills