Controller

About the role:

The Controller owns a portfolio of client accounts and steps into most of the client-facing controller work currently handled by the owner. This role is responsible for accurate, timely accounting; clear financial reporting; and proactive communication with small- and mid-sized business clients.

The Controller must be comfortable working remotely, coordinating with a distributed team, and leading conversations with U.S.-based business owners.

What you'll do:

• Primary accounting contact for assigned clients, providing ongoing client management and advisory .
• Lead recurring client calls (monthly / bi-weekly) to review financials and explain results in clear, non-technical language .
• Identify key issues (cash flow, margins, variances, compliance) and recommend actionable next steps .
• Own full-cycle accounting and month-end close , including reconciliations, revenue recognition, AP/AR review, payroll entries, accruals, and prepaids .
• Prepare accurate monthly financial statements (P&L, Balance Sheet, Cash Flow ) and management reports .
• Maintain strong workpapers and documentation supporting all balances and adjustments.
• Work primarily in QuickBooks Online , adhering to firm SOPs for bookkeeping and close.
• Identify and resolve errors in client books; lead cleanup and correction projects .
• Recommend process improvements and automations to increase efficiency and consistency.
• Collaborate with bookkeeping teams (onshore and nearshore) to ensure timely, high-quality delivery .
• Review delegated work and provide constructive feedback .
• Consistently use and contribute to firm templates, checklists, and SOPs .

Qualifications:

• Bachelor's degree in Accounting or Finance , or equivalent practical experience .
• Minimum 5 years of hands-on accounting experience , with progressive growth up to Senior Accountant role , including month-end close ownership .
• Direct experience preparing monthly financial statements for small to mid-sized businesses .

Skills:

• Strong proficiency with QuickBooks Online (multi-entity, classes, projects or similar).
• Solid Excel/Google Sheets skills (vlookup/index-match, pivot tables, basic modeling).
• Solid understanding of U.S. GAAP for small businesses.
• Demonstrated ability to clean up messy books (unreconciled accounts, misclassifications, prior-period issues).