Controller – Client Accounting Services

Position Summary

The Controller would be responsible for providing controllership services to our clients and overseeing the activities of several bookkeepers. We are looking for candidates that are self-motivated and who can provide responsive and accurate professional services for clients on a virtual basis. This position that reports directly to Firm Leadership.

Major responsibilities include –

  • Develop the role of the Controller function to our clients.
  • Improve reporting and analysis for our clients.
  • Support, supervise and train our bookkeeping staff in performance of their daily responsibilities.
  • Month-end closing and issuance of financial reports to all clients each month.
  • Scheduled monthly phone calls and video meetings with clients to review the financial results.
  • Ongoing communication with clients regarding their business throughout the month.
  • Develop policies and procedures related directly to clients.
  • Help to maintain client relationships and find ways to add value.
  • Analyze complex business problems and implement practical solutions.
  • Integration and onboarding of new clients
  • Special client projects (i.e., budgeting, cash flow, profit analysis, etc.)
  • Contribute to and support the development of the team and the Firm.


  • Certified Public Accountant.
  • Extensive knowledge in accounting and the controllership function for small to mid-sized businesses (basic tax knowledge helpful but not required).
  • 5-8 years of public accounting and/or Controller experience, including experience managing a team.
  • Experience with one or more of the following industries: Medical, Construction or Professional Service groups.

Interested candidates should fill out the form below:

Accepted file types: jpg, png, pdf, Max. file size: 10 MB.
Accepted file types: jpg, png, pdf, Max. file size: 10 MB.