Client Advisory Manager

Part-Time / Flexible
• Client Accounting & Advisory Services (CAS)

Hybrid|Northeast Ohio|20–25 hrs/week|Path to full-time available (not required)

$80,000–$95,000 full-time equivalent (prorated for part-time)

Maybe you've stepped back from public accounting. Maybe full-time doesn't work for your family right now. Maybe you're simply tired of closing books and never seeing the impact. If you want meaningful, client-facing financial work on a schedule that actually respects your life — read on.

We help small business owners become confident, financially savvy leaders. Through strategic accounting, CFO-level insight, and hands‑on guidance, we don't just report numbers — we help clients make better decisions and build stronger businesses.

You'll work directly with small business owners as their trusted financial advisor — helping them understand their numbers, plan ahead, and make smarter decisions. This is client advisory work, not compliance grind.

The role starts at 20–25 hours per week. We're genuinely supportive of long‑term part‑time arrangements, and full‑time is available down the road if you ever want it.

• Lead monthly financial review meetings with clients
• Prepare and present KPIs and financial performance insights
• Support cash flow, profitability, and strategic conversations
• Coordinate on tax planning
• Translate financials into plain language business owners actually understand
• Build strong, lasting client relationships

Two things matter most: a genuine understanding of business finances, and real experience working with clients.

• 3–7 years in public accounting, business/commercial banking, corporate FP&A, or a controller role
• Comfortable speaking with clients — or genuinely excited to grow there
• Able to explain financial concepts to non‑financial business owners
• Friendly, dependable, with a strong sense of ownership and follow‑through
• Looking for advisory work that fits a flexible schedule

• CFO-level advisory exposure from day one
• Real flexibility — built for experienced professionals who want balance
• Performance-based bonus potential
• Structured training and mentorship from firm leadership
• Meaningful work where you see your impact on real businesses

Hybrid
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