Client Controller

Client Controller

CFO Associates is a fast-growing outsourced accounting and CFO advisory firm serving entrepreneurs, investors, and operators across real estate, e-commerce, digital assets/Web3, MedSpa, construction, and professional services.

We've been recognized as a Best Place to Work and one of Tampa Bay's Fastest Growing Companies and we're building a team of accounting professionals who want more variety, more client exposure, and more growth than a traditional CPA firm role offers.

Why Client Controllers choose CFOA

• Work across multiple industries instead of one narrow book of business
• Direct client relationships from day one, not just back-office processing
• A clear seat at the table: your reconciliations and reporting directly shape the financial decisions clients make
• A firm investing in modern systems (Karbon, QuickBooks, Bill.com, Fathom) instead of outdated manual processes

The Role

As a Client Controller, you're the first line of review on every client transaction as the person who turns raw activity into accurate, trustworthy financials. You'll own the day-to-day accounting for a portfolio of clients, build real fluency in their industries and revenue cycles, and become a financial partner they rely on, not just a bookkeeper they tolerate.

What You'll Do

Daily Client Accounting

• Serve as first reviewer on all client transactions, ensuring accuracy and timeliness
• Learn each client's industry, revenue recognition approach, operational cycle, & Key Performance Indicators (KPIs)
• Build fluency across our core systems: Karbon, QuickBooks, Bill.com, and Fathom

Workflow & Task Ownership

• Manage your day in Karbon by prioritizing by due date, clearing To-Dos, and resolving overdue items before they become client-facing problems
• Triage and respond to items within business hours
• Own month-end reconciliations start to finish.

Financial Reporting & Analysis

• Manage Revenue/A/R reporting (QuickBooks) and Bill Pay/A/P reporting (Bill.com)
• Reconcile general ledger activity and maintain a clean, accurate balance sheet
• Use Excel to summarize, reconcile, and analyze financial data
• Prepare and deliver month-end financial statements directly to clients
• Spot variances and trends before clients have to ask about them
• Build and review forecasts with clients using Fathom

Process & Systems

• Keep Bill.com clean with daily sync checks, inbox clearance, and issue resolution
• Maintain accurate, up-to-date QuickBooks records, including all bank and credit card activity
• Organize client documentation in Google Drive
• Bring ideas to the table. We actively want your input on improving reconciliation processes, AP/collections workflows, and reporting efficiency

Client Relationships

• Meet with clients via phone, Zoom, and occasionally in person
• Communicate clearly and professionally as you are the face of CFOA to the client
• Keep touchpoints proactive, not reactive

What We're Looking For

• Experience in bookkeeping, staff accounting, or controller-level work at public accounting or outsourced accounting background is a plus
• Comfort managing multiple clients and shifting priorities without dropping the ball
• Working knowledge of QuickBooks Online (Bill.com, Karbon, or Fathom experience a bonus — we'll train you up)
• Strong Excel skills and genuine comfort with numbers, not just data entry
• Clear, confident communicator as you'll be client-facing regularly
• High energy & driven individuals who want continuous growth in their careers and knowledge.