About Bookkeeper360:

Bookkeeper360 is a fintech accounting solution for small businesses. Bookkeeper360’s product offerings include SaaS business intelligence tools and tech-enabled accounting, advisory, back-office, payroll, and tax services provided by its 100% U.S. Based team of CPA’s and accounting experts.

We have been recognized by Inc 5000 Fastest Growing Companies for the past three consecutive years, and in 2020, Bookkeeper360 was awarded as an Inc. 5000 Best places to work.

This is a fully remote position.

Our firm is in a hyper-growth stage and is expanding our team to service our fast-growing client base.

We have serviced over 1,000+ businesses nationwide by providing:

  • Full-service bookkeeping and accounting
  • Proprietary business advisory technology platform (bookkeeper360.com/app)
  • CFO advisory and controller services
  • Tax advisory and preparation
  • Back office and technology solutions
  • Payroll & Human Resources

Job Duties for CFO Advisor for Small Businesses:

This position works within our sales and CFO advisory departments and is an integrated part of managing our clients’ success. You will be working with a team of like-minded individuals and have the following day to day responsibilities:

Sales functions:

  • Consult with inbound opportunities regarding their accounting systems and processes
  • Evaluate best practices on how to manage accounting functions
  • Recommend add-ons such as inventory, bill pay, and back office for new business clients
  • Quote new business clients and identify new advisory services to be fulfilled
  • Prospect advisory opportunities for existing bookkeeping clients

Advisory functions:

  • Providing fractional/outsourced CFO advisory services to clients
  • Experience with:
    • Business coaching
    • Projections, forecasts, business plans
    • Profitability analysis, pricing models
    • Raising capital and investor decks
    • Cash Flow planning
    • GAAP reporting
    • Creating a custom chart of accounts
    • Inventory management and controls

Qualifications for CFO Advisor for Small Businesses:

  • Minimum 8 years of experience consulting and working with entrepreneurs
  • Minimum 8 years experience in finance and accounting
  • 4-Year degree in accounting or related field (BS/MS/MBA)
  • Excellent verbal and written communication skills
  • Willingness and ability to work additional hours as needed
  • Excellent analytical, communication (written and verbal), and interpersonal skills
  • Detail oriented and motivation to be a part of a growing department
  • Experience using Office & Google Suite (Docs, Sheets)

Gets You To The Top Of The List:

  • CPA is a plus
  • Experience using Netsuite, Intacct, ERP is a plus
  • Cloud-Based accounting experience (Xero, QBO)
  • Experience working with Mac is a plus


  • Starting at $80,000-$90,000+/year salary with competitive incentive pay based on performance
  • Comprehensive benefits package including medical, dental, disability, and 401K
  • Unlimited PTO after the first year and paid holidays
  • Collaborative team-based work environment (100% remote since the pandemic)
  • Career path and advancement opportunities - company policy of promoting from within