About Core Growth Strategies
Core Growth Strategies provides accounting, tax, and advisory services to small businesses across the U.S. We partner with clients to deliver accurate financials, clear insights, and the kind of forward-looking guidance that helps owners make confident, informed decisions.
Our guiding principles—Deliver Unmatched Value, Lead with Integrity, Strive for Excellence, Commit to Growth and Learning, Celebrate Achievements—shape how we work with clients and with each other.
We are a tech-forward firm actively integrating AI and modern workflow tools into how we deliver client work. We believe the future of client accounting is less data entry and more insight, and we are building a team that is excited to work that way.
About This Role
We are hiring a Senior Client Advisor to deliver high-quality controller-level work today and step into Client CFO responsibilities as our advisory practice grows. This is a role designed with a ceiling, not a cap.
Day-to-day, you will own financial review, period-end close oversight, COA design, and system optimization work for a portfolio of clients. Over time, you will lead more of the client-facing strategic conversations: financial performance reviews, planning, and advisory recommendations that help business owners make better decisions.
The right person is excited by both halves of that journey. If you only want to do controller work, this role will feel limiting in eighteen months. If you only want to do advisory work and have no patience for the books underneath, this role will feel frustrating in eighteen days.
Position Details
- Employment Type: Part-Time Employee (W-2)
- Location: Remote, United States
- Hours: Starting at approximately 20 hours per week, with hours scaling as client portfolio grows
- Compensation: Competitive; commensurate with experience
- Growth Path: Senior Client Advisor → Client CFO
What You Will Do
Financial Review & Advisory
- Review client financial statements—balance sheet, P&L, cash flow, forecasts—and unpack what the numbers actually mean for the business
- Lead client meetings focused on financial review, performance analysis, and strategic recommendations
- Build toward owning monthly and quarterly review calls for assigned clients as you grow into the Client CFO arc
- Translate financial data into clear, actionable guidance for business owners
Controller-Level Accounting
- Oversee period-end and year-end close, ensuring accuracy and completeness
- Lead Chart of Accounts design, restructuring, and book renovation projects
- Manage software migrations and system integrations across accounting, payroll, and operational platforms
- Map payroll data to financial accounts for accurate reporting
- Support sales, use, and local tax filings within scope
Systems & Process
- Help clients get the most out of their software stack—diagnosing where systems are not reporting properly and designing the fix
- Contribute to internal process improvement, documentation, and workflow design
- Partner with leadership on integrating AI tools into client delivery
Team Leadership
- Review the work of Client Service Managers, bookkeepers, and contract accountants—ensuring accuracy, standards, and timeliness
- Review the work of other senior accounting team members on complex engagements
- Mentor junior team members through clear feedback, instruction, and example
- Uphold firm standards for documentation, quality, and professionalism
What We Are Looking For
Experience
- Prior experience as a controller, senior accountant in public practice, or in a fractional finance role
- Track record managing full-cycle accounting, including month-end close and financial reporting
- Experience reviewing the work of bookkeepers, accountants, or junior staff
- Experience with book cleanups, COA redesigns, and accounting system migrations
- Comfortable leading client-facing financial conversations
- Multi-client or advisory-focused experience strongly preferred
Credentials
- Bachelor’s degree in Accounting or equivalent professional qualification
- CPA, CMA, or comparable credential preferred
- QuickBooks ProAdvisor or Advanced ProAdvisor certification preferred
- Income tax exposure is a plus, not a requirement
Mindset
- Consultant orientation—you think like an advisor, not a task-doer, and you are willing to do the hands-on work that builds toward the advisory seat
- Curious about and open to AI and modern tooling; energized rather than threatened by how these tools change the work
- Strong professional judgment; comfortable making decisions and being accountable for outcomes
- Calm, methodical, solution-oriented
- Genuinely collaborative in a distributed, remote team
How to Apply
Please submit:
- Your resume or CV
- A brief cover letter
In your cover letter, please answer two questions:
- Why does a role that combines hands-on controller work today with an advisory growth path into Client CFO appeal to you?
- Tell us about a time you helped a business owner see something in their numbers they hadn’t seen before.
We read these carefully.
Qualified candidates will be contacted for next steps.
Pay: $45.00 - $55.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Flexible schedule
- Paid time off
Application Question(s):
- Do you have 3 or more years of experience working on multiple clients' books at a time and reviewing financials with them in a face to face or virtual environment?
- Do you have recent experience with software migrations and system integrations involving QuickBooks online?
- Have you had at least 5 years recent experience working in an Accounting or full-service CPA firm?
Experience:
- recent QuickBooks Online: 3 years (Required)
License/Certification:
- QuickBooks ProAdvisor Certification (Preferred)
Work Location: Remote
