Do you feel like you're too deep in the public accounting cycle, telling yourself you'll leave by next busy season but have no idea what you want to do?

Want to use your skills to make more impact for small business clients instead of your work product ending up in a shareholder's garbage?

Want to live in a world where timesheets don't exist and people trust you to get your work done?

That was me too, so I started a CFO practice called Keep What You Earn Co. and I would love for you to join me in growing our practice.

We are a boutique fractional CFO practice serving a small group of clients (currently 9) on a deeper level year-round. This role is perfect if you want flexibility but still stay in the accounting field. You will be seen as a valued team member for this client, not as someone working for an accounting firm. It is very important to understand this distinction and remember we work with the client to help accomplish their goals and not for them.

An ideal candidate is well experienced in the accounting, auditing and/or tax/compliance space and is looking to bring this skillset out of Wall Street and back to Main Street. You will thrive in the role if you have deep project management experience (like audits and consulting) and have managed multiple clients. You also must be willing to roll your sleeves up and execute on the client work, not just delegate.

Our clients span a variety of industries and are generally between $3-10MM in revenue, but we cater to premium wellness and hospitality brands. Our service scope includes:

• Bookkeeping

• Financial reporting

• Tax preparation and planning

• Forecasting and projections

• Price/margin analysis

• Sales tax filing

• 1099 reporting

• State registrations and agency correspondence

Job Profile:

• 100% remote (whole team is virtual)

• Travel required for onsite client visits during onboarding and annually at a minimum, in-person annual team meeting and option to travel to Costa Rica (my home base) for quarterly live workshopping

• Must be in Eastern, Central or Mountain time zones

• No outsourcing or offshoring, USA-based only

• Reports to President, one direct report

• Salary plus benefits

• Flexible hours - high responsiveness expected 10-4 ET Mon-Thurs

• No Friday meetings expected

• Presentable casual dress code

• Unlimited PTO - Take the time you want and need for personal priorities and collaborate to ensure work is completed and clients are served

• No timesheets, we do not bill hourly

Our Values

• Relentless curiosity

• Keeping promises made

• Prioritizing impact over effort

• Small details can have big impact

• Anchoring to client goals, not just what is easy or cheaper

• Sensitivity to confidential information

• Proactive collaborative communication

Requirements:

• 7+ years of public accounting experience managing multiple clients (manager experience) or equivalent

• CPA or EA certification and current license

• Undergraduate or advanced degree in Accounting

• No unpaid or overdue taxes or tax filings (Fed or State)

• Experience with small business bookkeeping in QBO or a commitment to learn and obtain certification in first 30 days (company funded)

• Understanding of accounting for sales tax, inventory, cost of goods, fixed assets and accruals

• Experience with tax research and preparation

• Confidence speaking on video and in meetings

• Comfort delivering and receiving real-time feedback

• Attention to detail

• Creative problem solving

Responsibilities (and approx. frequency):

• Review client financial statements for compliance, completeness and accuracy, deliver review notes (monthly)

• Deploy management reports via QuickBooks via email to clients (monthly)

• Update projections with actual figures and report budget to actual progress

• Assist with complicated journal entries and accruals (as needed)

• Handle IRS and state agency correspondence (roughly 2x/quarter)

• Prepare pro forma tax returns in ProConnect (July & November updates)

• Prepare/review approx. 15 individual and 15 business tax returns for clients (depending on prior experience) each year

• Update reasonable compensation analyses using RCReports (2x/year/client)

• Conduct quarterly tax planning and help design SOPs for this (quarterly)

• Oversee the 1099 reporting process each January and monitor W-9 collection throughout the year (annually)

• Attend and contribute to all-hands workshops where we discuss clients' goals, priorities and opportunities (quarterly)

• Project manage tax strategy implementation including coordination with specialist referrals (as needed)

• Evaluate income and sales tax nexus for clients

• Review industry reports and benchmarks, incorporating comparisons into reporting enhancements for clients (quarterly)

• Support our customer success liaison to ensure smooth onboarding and offboarding

• Perform diagnostics of prospective clients (~2 per quarter)

• Explore ways to leverage AI tools to build efficiency and value for clients

Benefits:

• Reimbursement of CPA license renewal and CPEs

• 401(K) and match

• Health insurance reimbursement (formal program in process)

• Charitable contribution matching

• Monthly cell phone reimbursement

• Additional personal development and wellness reimbursements

Tools you will be expected to use frequently:

• QBO

• ProConnect Tax

• Gusto

• Asana

• Slack

• Outlook

• Loom

• ChatGPT

• Zoom

• Google Sheets/Docs/Drive

• Box

• Elepass

To apply, send your resume to shannon@keepwhatyouearn.com along with commentary on what aspects of this role best utilize your existing skill set and which area(s) may be a challenge or opportunity to learn.