This is a remote position.
Schedule:
Part-time (approx. 20 hours per week) with flexible scheduling
Opportunity to grow into full-time as the business expands
Weekly meetings required with the leadership team
Client Time Zone: Pacific Standard Time (PST)
You'll build the financial foundation for expansion through insightful reporting, accurate projections, and strategic input. If you’re an experienced accountant who thrives in both high-level planning and hands-on execution, this is your chance to make a real impact.
Lead financial restructuring to support growth and expansion
Develop budgeting and forecasting models to guide business decisions
Provide weekly financial analysis and strategic reporting to leadership
Build financial projections aligned with long-term scalability goals
Partner with the virtual assistant team on back-office finance tasks
Generate custom reports and insights beyond standard bookkeeping
Act as a strategic financial advisor and accountability partner
Support planning for new clinic spaces and expansion investments
Offer independent, analytical input and challenge financial assumptions when needed
Manage and optimize QuickBooks systems and financial workflows
Senior-level accounting experience with strong strategic and analytical skills
Expert-level proficiency in QuickBooks (mandatory)
Advanced experience with budgeting, forecasting, and financial modeling
Knowledge of AP/AR and financial operations
Familiarity with tax preparation (preferred but not required)
Experience supporting business expansion or multi-location growth
Strong communication skills for cross-functional collaboration
Ability to work independently and provide confident financial guidance
Prior experience helping startups or small businesses scale operations
Permanent work-from-home setup
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