Director of Client Accounting & Advisory Services

The Director of Client Accounting & Advisory Services will lead our outsourced accounting and bookkeeping practice overseeing client accounting engagements while helping clients transform financial data into meaningful business insights.

The successful candidate will build and lead a team responsible for monthly accounting financial reporting cash flow management budgeting and operational support for a diverse portfolio of business clients.

This individual will serve as both an operational leader and trusted advisor helping clients understand their numbers and make informed business decisions.

What Youll Do

Practice Leadership

• Lead the development and growth of the firms CAAS practice
• Create scalable processes workflows and service offerings
• Establish best practices for client onboarding monthly close reporting and advisory services
• Identify opportunities to expand services within existing client relationships
• Collaborate with firm leadership on strategic growth initiatives

Client Advisory

• Serve as the primary advisor for a portfolio of business clients
• Conduct monthly and quarterly financial review meetings
• Analyze financial statements and key performance indicators
• Provide actionable recommendations related to profitability cash flow and operational efficiency
• Assist clients with budgeting forecasting and financial planning

Accounting Operations

• Oversee bookkeeping and accounting functions for multiple clients
• Manage monthly quarterly and annual close processes
• Review reconciliations journal entries and financial statements
• Ensure accuracy consistency and timely reporting
• Coordinate year-end reporting and tax support with the firms tax department

Technology & Innovation

• Champion cloud-based accounting technologies
• Lead implementation and optimization of QuickBooks Online and related applications
• Identify opportunities for automation and process improvement
• Develop dashboards and reporting tools that provide meaningful client insights
• Help shape the firms technology strategy within the advisory practice

Team Development

• Recruit mentor and develop accounting professionals
• Establish performance standards and accountability measures
• Foster a culture of collaboration innovation and continuous improvement
• Provide technical training and professional development opportunities

Responsibility to Yourself

• Accountable
• Growth Minded
• Curious
• Adaptable
• Continuous Learner

Responsibility to Clients

• Trusted Advisor
• Strategic Thinker
• Problem Solver
• Excellent Communicator
• Relationship Builder

Responsibility to the Firm

• Team First
• Mentor
• Collaborative
• Technology Forward
• Pursues Excellence

Responsibility to Innovation

• Embraces Change
• Challenges the Status Quo
• Seeks Better Ways
• Data Driven
• Process Oriented

Qualifications

• CPA preferred but not required
• 7 years of accounting experience
• Public accounting experience strongly preferred
• Significant experience managing bookkeeping and outsourced accounting engagements
• Strong knowledge of GAAP and financial statement preparation
• Experience managing and developing staff
• Expertise in QuickBooks Online and cloud-based accounting technologies
• Strong analytical communication and client relationship skills
• Experience providing advisory controller or outsourced CFO services is highly desirable