Controller, Business, Bookkeeper​/ Accounting Clerk

The Opportunity

We're launching something different – a premium bookkeeping practice serving our client base of elite entrepreneurs who run 8‑ and 9‑figure businesses. This bookkeeping business will be part of a vision to offer comprehensive family office services to our clients… the first of several similar services we’ll be standing up in the coming year. This isn't your typical accounting role. You'll build the entire operation from scratch, design the systems, set the quality standards, and become the trusted financial expert for some of the most successful business owners in the country.

This

role is for you if:

• You’ve closed books yourself and understand debits and credits at a deep technical level – but you're ready to lead rather than do routine data entry.
• You get excited about building systems, creating templates, and designing processes that scale.
• You can hold your own in a conversation with a sophisticated entrepreneur who’s managing multiple 7‑figure entities.
• You want equity in what you're building, not just a paycheck.
• You’re looking for a career‑defining opportunity, not just another job.

What Makes This Different Elite Client Base

You'll work directly with entrepreneurs running $1M‑$100M+ businesses. These aren't typical small business clients – they’re some of the most successful and elite entrepreneurs in the country… and they expect world‑class expertise and service!

Clear Financial Upside

• Starting salary: $120,000
• At 20 clients: $140,000
• At 50 clients: $160,000
• At 100 clients: $180,000
• Target timeline: 20 clients within the first 6 months. 100 clients in 18‑30 months.
• ESOP equity:
  Own a piece of the company - potentially worth hundreds of thousands of dollars in just a few years, at zero cost to you.

Build From Scratch

You won't inherit someone else's mess. You'll design the chart of accounts templates, create the quality processes, establish client communication protocols, and build a practice that scales to 200+ clients with your vision. To support you along the way will be our COO, Justin Crawford, who has a ton of experience building businesses from the ground up, including two bookkeeping businesses.

(You can read more about Justin at  as you value it.)

Location Freedom

Fully remote role with total location flexibility (anywhere in the continental US except California). Fly to Scottsdale, Arizona just 4x per year for quarterly team meetings - all expenses paid.

Employee Ownership

We're an employee‑owned company with an ESOP. You'll earn equity shares at no cost to you, on top of 401(k) matching and competitive benefits. Your success directly contributes to your ownership stake.

What You’ll Do Build the Infrastructure & Launch the Offering (Months 1‑6):

• Design standardized chart of accounts templates for family office and corporate bookkeeping
• Create quality control processes that ensure excellence across 100+ clients
• Build scalable workflows and systems that maintain quality as you grow
• Establish client communication protocols and service standards

Lead the Operations (Ongoing):

• Supervise on outsourced bookkeeping team (starting with 1, scaling to 5+ bookkeepers by month 30)
• Review and audit bookkeeper work to catch errors before they become problems
• Serve as the primary accounting contact for all clients, serving as the "face of the company"
• Make technical accounting judgment calls on complex transactions
• Ensure compliance with IRS regulations and accounting standards

Partner with Elite Clients:

• Communicate with sophisticated entrepreneurs who manage complex financial structures
• Conduct financial reviews and answer bookkeeping questions with expertise and gravitas
• Build trusted relationships that enhance client retention
• Navigate multi‑entity structures (LLCs, partnerships, trusts, real estate holdings)

Scale with Quality:

• Grow from 20 clients to 100+ within 30 months while maintaining exceptional standards
• Hire and train additional bookkeeper resources as needed
• Continuously refine processes to improve efficiency and client experience

Who You Are You Must Have:

• Hands‑on technical depth—You've actually closed books, done journal entries, and reconciled accounts yourself. You know debits and credits cold.
• M…