We seek an experienced Full-Time Controller & Fractional CFO to join our team. The ideal candidate will be responsible for tax preparation and filings, financial strategy, and WIP (Work-in-Progress) reporting for our home services and construction clients. This role requires strong accounting expertise, the ability to provide strategic financial guidance, and hands-on involvement in financial operations.

Key Responsibilities:

• Tax Preparation & Compliance:

• Prepare and file federal, state, and local tax returns for clients.

• Ensure tax compliance and provide strategic tax planning advice.

• Stay up to date on tax law changes and implications for clients.

• Fractional CFO Services:

• Provide high-level financial strategy and insights to clients.

• Assist with budgeting, forecasting, and cash flow management.

• Guide clients in making data-driven financial decisions to enhance profitability and growth.

• WIP Reporting & Financial Oversight:

• Develop and maintain Work-in-Progress (WIP) reports to help construction and home service businesses track project profitability.

• Oversee financial reporting, including balance sheets, profit & loss statements, and job costing analysis.

• Identify and implement process improvements for financial operations.

• Accounting & Financial Management:

• Oversee day-to-day accounting operations using QuickBooks Online.

• Reconcile accounts and ensure financial accuracy.

• Provide clients with financial insights and reporting to improve business performance.

Experience & Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field.

• CPA or EA certification preferred.

• 7+ years of accounting, tax, and financial advisory experience.

• Expertise in QuickBooks Online and strong proficiency in WIP reporting.

• Proven experience working with small businesses, particularly in the home services and construction industries.

• Strong understanding of GAAP accounting, tax regulations, and financial best practices.

• Ability to explain financial concepts in an accessible way to non-financial business owners.

• A proactive, solution-oriented approach to client financial management.

Compensation & Benefits:

• Competitive salary based on experience + performance-based bonus.

• Comprehensive benefits package, including healthcare, 401K, PTO, and paid holidays.

• Hybrid work environment (4 days remote / 1 day in the office).

• Referral program bonuses.

• Opportunities for professional development and career growth.

Equal Opportunity Employer Statement:

We do not discriminate based on race, color, national origin, religion, disability, medical condition, sex, gender identity, age, marital status, military status, or any other protected characteristic under applicable laws.