RESPONSIBILITIES & EXPECTATIONS

We work with $5-10MM businesses that want real financial leadership, not reports and not excuses. If you want to drive decisions, challenge owners, and be measured by outcomes, we want you to join our team.

Our CFOs:

• Spend most of their time looking forward, not explaining the past

• Help owners make real decisions about pricing, cash, growth, and risk

• Translate financial complexity into simple, actionable business logic

• Push back when owners are about to do something financially dangerous

• Turn insight into execution, not decks and dashboards

The Standard We Hold Our CFOs To

Focus on the Dash, not the Rearview - We obsess over where clients are going, not where they've been. History is an input, not the main event.

Utility over Accuracy. We operate in a world of imperfect data. We value decision-grade financial intelligence over audit-grade perfection.

Speak Human. Financial acumen is useless if the client doesn't understand it. We refuse to hide behind jargon. If the client doesn't get it, we failed, not them.

Be the Coach, not the Cheerleader. We are paid to be partners, not "Yes Men." We are loyal to the business and its people, not anyone's ego. We deliver hard truths with empathy but without equivocation.

Build Value. An accountant saves money; we find ways to make money. We hunt for pricing power, margin expansion, and capital efficiency and we do it by understanding how the business actually operates. We believe that financial insight disconnected from operations is close to useless. We connect the numbers to the work so that our recommendations turn into action on the ground.

Implement Solutions. We judge ourselves by what gets done in the client's business, not the beauty of our models. Insight without implementation is failure.

Fractional Mindset. We create outsized impact with limited hours and no org‑chart authority. We think and act like owners of a portfolio of businesses, not employees of one. We ruthlessly prioritize the few moves that matter, design around existing teams and systems, and drive change through clarity and influence instead of control. Constraints on time and access are assumptions of the job, not excuses.

This role is NOT for you if…

• You want flexible advisory work with low accountability

• You need perfect data before making recommendations

• You avoid hard conversations with executives

• You equate CFO work with reports, decks, or dashboards

• You expect clients to execute because of your title

• You're optimizing for lifestyle over impact

People who thrive here tend to be…

• Comfortable operating with limited time and imperfect information

• Willing to be challenged internally and externally

• Clear thinkers who simplify complexity quickly

• Calm, direct, and steady in uncomfortable conversations

• Motivated by results, not optics

• Energized by a high bar and real accountability

Here is what this looks like in action:

CFO Reviews:

• Understanding client margins by service or product and advising accordingly to optimize

• Reviewing budgets and establishing spending targets by category, measure against monthly & share recommendations

• Setting projected financials for clients (upcoming year)

• Monitoring client cash flow & establishing reserve targets

• Understanding client capitalization and leverage, advising on changes needed

• Analyzing customer purchasing and offering insights for sales/marketing

• Identifying and measuring client KPIs

• Producing visuals in Fathom HQ or equivalent

• Understanding client goals and infusing their goals into all work performed

• Benchmark core financial metrics against industry

• Consume budget to actual observations from Controller

Financial Operations:

• Suggestions of process improvement

• Escalated AR collections calls and follow up if needed

• SOP documentation for core CFO processes

Cash Flow Forecasting:

• Inquiring with client to construct and maintain a cash flow projection with accuracy and utility for decision making

• Review weekly and presentation on cash flow calls

CFO Calls & Correspondence:

• Holding clients responsible for attending, participating and coming prepared

• Sending agendas 3+ business days before all monthly CFO calls

• Hosting and recording all client calls

• Integrating notes and actions from all calls

• Being the primary responder and coordinator in Slack (4 business hour responsiveness requirement)

Management:

• Oversight of and collaboration with accounting team

• Project managing client specific initiatives

• Hosting weekly client huddles with team

• Reporting status updates for high impact work to President

• Delivering feedback to direct reports & conducting performance reviews

RESPONSIBILITIES & EXPECTATIONS:

• Manage complex accounting matters and projects 

• Review the books before handoff 

• Define and implement consistent structure and templates used for routine work 

• Manage cleanup projects 

• Manage client onboarding transitions and review of books at the start of an engagement 

• Serve as the first line of defense for questions from accounting specialists 

• Interface with clients on accounting questions and assistance needed 

• Provide coverage for accounting specialist work 

• Supervise accounting specialists, deliver feedback, and document performance 

• Maintain fixed asset registers 

• Reconcile sales tax payable and other balance sheet accounts 

• Maintain chart of accounts standards 

• Project manage W-9 collection and 1099 reporting 

• Attend client calls and assist with compiling agendas 

• Manage the actions derived from CFO calls, creating accountability and ownership through task assignment to the team 

• Complete training on the business and industry 

• Assist with implementations of new bill payment and payroll systems

RESPONSIBILITIES & EXPECTATIONS:

• Daily transaction allocation for assigned clients in QBO, with the possibility of adding another system in the future 

• Monthly bank and credit card account reconciliations 

• Reconciliation of key areas such as inventory, sales tax payable, and vehicle accounting monthly to ensure proper bookkeeping 

• Fixed asset register maintenance for all applicable clients 

• Year-end close and journal entries to align with the tax return 

• W-9 collection and 1099 reporting 

• Closure of all review notes in QBO 

• Complete the actions derived from CFO calls 

• Correspondence with clients on transactions needing clarification 

• Collaborate with the client-serving team 

• Cleanup projects as needed 

• Review prospective new clients' books to perform a diagnostic 

• SOP documentation 

• Assistance with specific client initiatives 

• Cross-train as needed 

NECESSARY SKILLS 

• GAAP accounting 

• QBO mastery 

• Project management 

• Data analysis 

• Resourcefulness 

• Reliability 

• Attention to detail 

• Executive presence 

• Public speaking 

• Problem solving 

TOOLS EXPECTED TO MASTER 

• Payroll: Gusto, Netchex, ADP 

• Bill Pay: Ramp 

• Reporting: FathomHQ 

• Management: Asana, Slack, Teams 

• EMRs: Boulevard, Zenoti, Patient Now, Symplast 

• Contractor Tools: Contractor Accelerator, Service Titan 

RESPONSIBILITIES & EXPECTATIONS:

Client Experience

• Project manage client onboarding and feedback 

• Assist in celebrating client anniversaries, birthdays and milestones 

• Issue invoices, monitor payment status, and flag exceptions 

Task & Workflow Management

• Translate loose threads from meetings and emails into clear tasks and timelines 

• Track deliverables and follow-ups to ensure nothing falls through the cracks 

• Partner with Shannon in managing short-term and long-term project logistics 

• Monitor for overdue tasks and hold the team accountable to complete them 

• File meeting recordings in Fathom and convert action items to tasks (via Asana) 

Employee Relations

• Manage employee gifting, including welcome gifts, celebrations, holidays 

• Ensure the team calendar is up to date with key events, birthdays, and anniversaries 

• Assist with preparing the monthly team meeting agenda, collecting statuses from the team 

Operations

• Submit and track IT tickets or admin requests; synthesize key updates for Shannon 

• Manage filing systems to keep documents and resources findable and up to date 

• Oversee physical (virtual mailbox) and digital mail workflows to ensure timely follow-up on documents or requests that impact client relationships or operations 

• Assist with SOP documentation and build templates for common needs 

• Maintain physical inventory of company-branded swag and computer equipment 

TRAITS THAT MAKE YOU A FIT

• Highly trustworthy - you'll have access to sensitive information and must handle it with discretion 

• Time-obsessed - you think in terms of leverage and value for Shannon's time, not just scheduling in any open gap 

• Relentlessly diligent - you double-check details, anticipate needs, and take pride in never needing to be followed up with 

• Proactive communicator - you don't wait to be asked; you clarify, confirm, and communicate early 

YOU SHOULD ALREADY BE COMFORTABLE WITH (OR COMMITTED TO MASTERING)

• Claude 

• Asana (task and project tracking) 

• Microsoft Outlook (email and calendar) 

• Microsoft Teams 

• Microsoft SharePoint 

• Microsoft OneDrive 

• Microsoft Bookings 

• HubSpot 

• Slack 

BONUS EXPERIENCE (NICE TO HAVE)

• Experience supporting a founder, executive, or fast-paced leadership team 

• Experience in professional services, accounting/tax, or client service-based environments 

THIS ROLE IS IDEAL FOR

• A highly organized, resourceful operator who's not afraid to take initiative and thrives on being indispensable behind the scenes. You enjoy making things run smoother, faster, and better, and you get a genuine thrill from protecting the time and energy of those serving clients and running the business. 

• Someone who is not afraid to speak up and ask for what they need to get a job done 

• Someone who evaluates long-term project assignments and assign incremental due dates to ensure progress 

• A notetaker every step of the way, documenting and memorializing for future reoccurrences of tasks 

• Someone with a flexible schedule but a commitment to get things done and moving forward 

THIS ROLE IS NOT FOR YOU IF

• You make excuses and try to shift blame when things go wrong 

• You avoid ‘bothering’ managers and instead spend hours trying to figure out problems in circles 

• You end to procrastinate and prepare for meetings the evening before 

• You need reminders and accountability to complete tasks 

• You cannot be responsive during the day via messages 

• You find it draining to give frequent, structured status updates, and would rather report out only when something is fully done