All In One Accounting

Controller

• Lead and oversee delivery teams, providing mentorship and guidance to accountants
• Own and nurture client relationships, ensuring delivery of value-based services
• Design and implement strategic solutions; this role requires both hands-on expertise and strategic planning abilities
• Develop and maintain efficient systems and processes for financial operations
• Contribute to company goals through proactive client management and team development
• Provide strategic insights and recommendations to drive client success

Controller, Bilingual

Financial Planning and Analysis

• Serve as a member of clients' executive management teams
• Develop and implement strategic financial plans aligned with professional services business objectives
• Lead high-level financial decisions and strategic initiatives
• Provide financial coaching to client leadership teams
• Support internal delivery teams with technical expertise and industry-specific guidance
• Create sophisticated financial models to evaluate business decisions, including service expansion, technology investments, and office expansions
• Develop long-range cash forecasts and capital planning specifically addressing cyclical nature of professional services
• Analyze business performance and identify optimization opportunities for service delivery efficiency and client profitability
• Design and monitor key performance indicators (KPIs) relevant to the needs of the client’s business operations
• Prepare annual operating plans with variance analysis
• Oversee and optimize engagement costing systems
• Implement effective resource allocation and utilization processes
• Design accounting structures that provide actionable insights
• Develop pricing models that ensure profitability while remaining competitive
• Lead month-end closing meetings with clients and internal teams to present financials
• Oversee preparation and review of monthly financial statements and key reports
• Serve as proactive liaison with client's professional advisors (CPAs, bankers, attorneys)

CFO – Professional Services

Accountant

• Managing and nurturing client relationships while collaborating with your delivery team for optimal service delivery
• Designing and delivering exemplary service; this role is a thinker and a doer - you will be creating journal entries one moment and defining accounting policies the next
• Becoming proficient in various accounting software platforms, with a strong foundation in QuickBooks Online
• Implementing and maintaining strong internal controls and fraud prevention measures across client accounts
• Contributing in team knowledge sharing and driving process improvements
• Meeting weekly billable hours goals while maintaining the highest quality standards
• Maintain charts of accounts to facilitate accurate and timely financials
• Process and review accounts payable, ensuring accurate vendor setup and fraud prevention
• Conduct thorough monthly reconciliations of all balance sheet accounts
• Prepare and manage accounts receivable processes, including collections
• Make necessary month-end closing entries with proper documentation
• Monitor budget variances and communicate significant issues proactively
• Process client payroll with attention to compliance requirements
• Consistently meet billable hours goals
• Maintain the highest standards of service quality and client satisfaction
• Complete all internal responsibilities including time tracking, capacity planning, and quarterly initiatives
• Actively participate in All In One Accounting’s Brand Ambassador program, representing our mission and values
• Uphold security practices to protect client assets effectively

Controller, Bilingual

CFO – Professional Services

Accountant – Construction/Manufacturing