Serve as the primary point of contact and trusted financial advisor for assigned clients, leading financial review meetings.
Analyze financial statements, KPIs, budgets, and forecasts to identify risks and opportunities for growth.
Collaborate with accounting teams and drive process improvements while ensuring compliance and accuracy.
The company provides financial solutions and advisory services to small and medium-sized businesses, helping owners make informed decisions. It operates in a remote-first environment and values authentic relationships, continuous learning, accountability, and operational excellence.
Own the general ledger, monthly close, reconciliations, financial statements, and cash forecasting.
Maintain compliance-ready records and coordinate with payroll, tax, audit, and other advisers.
Manage staff and outside providers while personally executing and reviewing accounting work.
Founded in 2014, Meltzer Hellrung is a technology-driven immigration solutions provider that helps high-growth companies scale their immigration programs and expand into new markets. The firm values authenticity, ownership, resilience, and growth-mindedness, fostering a service-oriented, compassionate culture.
Own reconciliations, AP/AR, and month-end close across a portfolio of clients.
Communicate daily with founders to clarify transactions and resolve open items.
Use AI and automation to improve processes and data accuracy.
Fintelligent is a modern fractional finance department for founders of $2M-$10M professional services and SaaS businesses, combining accounting, analysis, and CFO services. It's a small, ownership-driven team that values clear thinking, coachability, and using AI to improve profitability.
Own accounting operations, including month-end close, tax compliance, and AP/AR.
Develop internal controls, lead audits, and ensure accurate financial reporting.
Partner with CFO on strategy and optimize our accounting tech stack.
Trust & Will is a leading digital estate planning platform that helps over one million users create wills and trusts online. Founded in 2017, the company is a remote-first, certified B Corporation focused on building an inclusive and engaging work environment.
Lead monthly 1:1 financial strategy calls with solo law firm clients.
Analyze financial statements, KPIs, profitability, cash flow, and dashboards.
Coach clients toward stronger financial habits and provide clear, actionable recommendations.
A fractional executive services firm that helps solo law firm owners understand their numbers, improve profitability, and make smarter financial decisions. They operate as a Fractional Executive Team of CEOs, COOs, CFOs, and Controllers serving a roster of clients.
Own accounting and administration for over 1,000 individual LLCs, including monthly loan and servicing tapes.
Prepare and file year-end tax returns and K-1s for every LLC, partnering with engineering to automate workflows using AI.
Oversee corporate accounting, monthly close, budgeting, AP/AR, payroll, and payments as the company grows.
Basic Capital is a fintech company disrupting America's $1T retirement industry by building the mortgage for retirement, unlocking market ownership, and making wealth accessible to every American. The founding team includes leaders from Goldman Sachs, Uber, Block, Stripe, and Robinhood, and the company is backed by top investors such as Lux Capital and Forerunner Ventures, based in Tribeca, NYC.
Lead monthly financial strategy calls with a portfolio of ~40 clients.
Analyze financial statements, KPIs, profitability, and cash flow.
Translate findings into actionable recommendations and collaborate with fractional executives.
The company offers fractional executive financial services, helping small business owners improve profitability and cash flow. It works as a multidisciplinary team of CEOs, COOs, CFOs, and Controllers, with a collaborative, hands-on advisory culture.
Own end-to-end accounting function, including close, financial reporting, tax, compliance, internal controls, and audit.
Build scalable financial systems and controls to support the company's growth across multiple clinics.
Partner with leadership on value-based care financial operations and business performance analysis.
Greenbrook Medical is building the new standard in primary care by delivering high-touch, relationship-based care through neighborhood clinics, grounded in a simple belief: every senior deserves the kind of care we would want for our own families. Backed by strong unit economics and experienced operators, they are a growing healthcare platform focused on scaling better care and outcomes for seniors.
Own the month-end close, financial operations, and first annual audit end to end.
Manage the transition from an outsourced accounting firm to an in-house close.
Partner with leadership across Sales, Legal, People, and Engineering to build finance processes.
Augment applies AI to the broken supply chain industry, with its agent Augie running workflows for major B2B distributors in North America. We are a small, fast-moving, fully remote startup where the first accounting hire will set up finance processes from the ground up.
Own the month-, quarter-, and year-end close process across all entities, delivering timely, accurate financial reporting.
Lead accounting operations across a multi-entity, multi-currency business and ensure US GAAP compliance.
Drive finance transformation by identifying opportunities to automate processes with AI agents.
Cyara is the global leader in AI-powered customer experience assurance, helping brands deliver seamless, reliable interactions across voice, digital, messaging, and AI channels. We foster a culture of curiosity, collaboration, and continuous learning with passionate, talented people committed to making every customer interaction better.
Serve as senior technical authority in accounting, financial reporting, tax, and audit.
Own monthly close, GAAP financials, ASC 740 tax provisions, and ASC 606 revenue.
Lead audit readiness, multi-entity consolidation, and finance automation initiatives.
PartsBase Inc. operates the world's largest online aviation marketplace and community, serving over 6,500 companies in 140+ countries. The company fosters a team-focused, inclusive remote culture where employees celebrate each other's successes.
Lead the accounting organization, including strategy, structure, and priorities.
Own financial reporting, close, technical accounting, compliance, and controls under US GAAP.
Partner with the CFO, board, auditors, and investors while building a scalable, audit-ready function.
Runpod is the AI Developer Cloud, providing a platform for developers to experiment, train, fine-tune, deploy, and scale AI models. It is a small, remote-first team with over one million developers and $100M in Series A funding.
Own end-to-end accounting with AI and automation, from bookkeeping to monthly close and financial statements.
Manage controller-level duties including cash flow, vendor payments, and audit preparation.
Use Claude to develop reusable skills that automate repetitive accounting workflows.
RYZ Labs is a startup studio that partners with entrepreneurs to build industry-defining companies in a post-pandemic world. The team is remote across the US and Latin America, with a culture of ownership, frugality, and continuous improvement.
Develop reference solutions that reconcile source documents to final outputs and explain accounting judgments.
Evaluate AI agents by defining scoring criteria for technical accuracy, consistency, documentation, and client communication.
Anyone AI creates realistic tasks and reference solutions to evaluate AI agents in accounting workflows. The company engages project-based contractors with flexible hours and a remote culture.
Own all aspects of accounting, revenue recognition, and monthly close processes while leading the implementation of an AI-native ERP.
Partner cross-functionally with Sales, Legal, CX, and Finance to ensure revenue integrity and order-to-cash efficiency.
Manage, mentor, and grow the accounting team while driving automation and AI-driven workflows across the finance function.
Canopy is a venture-backed company focused on workforce safety in healthcare, providing a location intelligence platform with wearable safety technology, real-time location, intelligent alerting, and enterprise integrations for hospitals. More than 70 leading health systems and 1,000 healthcare facilities rely on Canopy, and it is scaling rapidly with a high-growth, collaborative culture.
Manage accounting services for clients, including month-end close, A/P, A/R, journal entries, account reconciliations, and financial statement preparation.
Work on engagement teams and support managers on private company management and compilation reports across multiple clients.
Assist with ERP implementations and special projects, partnering with senior consultants to craft innovative solutions.
BPM is an accounting and advisory firm that provides financial and business advisory services to private owner-run companies, including family-owned businesses and start-ups. The firm has a people-centered culture with an entrepreneurial spirit and is recognized as a best place to work.
Own the monthly, quarterly, and year-end close and US GAAP consolidation across six entities.
Lead technical accounting on revenue recognition, principal versus agent, and customer wallet balances.
Manage statutory audits, controls, and build a high-performing international accounting team.
Reachdesk is a global SaaS gifting and swag platform that helps B2B companies build connections and drive ROI. Trusted by top technology companies, the firm is powered by a world-class team across New York, London, and Lisbon.
Own financial planning, forecasting, budgeting, and cash flow management to guide strategic decisions.
Build executive dashboards and analyze profitability by client, service line, and team.
Establish internal controls, manage compliance, and optimize finance systems with AI and automation.
WeAssist is a recruiting firm that connects US businesses with skilled remote professionals worldwide. With a team of over 120 outsourced professionals, they foster an inclusive, high-performance culture focused on growth, integrity, and giving back.
Serve as financial leader and business advisor for approximately 30 law firm clients.
Review financial statements, build financial models, forecasts, and KPI dashboards.
Advise owners on pricing, margins, cash flow, profitability, hiring, and growth.
How To Manage a Small Law Firm helps solo and small law firm owners build more profitable, financially sound businesses. Recognized on the Inc. 5000 list every year since 2013, HTM is an established, growing company.