All In One Accounting

Controller

• Own client relationships during the Tenacity phase of our Accounting Clarity™ proven process
• Lead intensive client onboarding, setup, and financial foundation building
• Teach clients AIOA's systems, processes, and best practices
• Identify opportunities for client growth and flag issues for ongoing teams
• Continuously improve the Tenacity process to reduce timeline and increase client satisfaction
• Ensure seamless handoffs to Operations delivery teams
• Conduct comprehensive financial assessment, identify cleanup needs, and assess opportunities for improvement
• Establish chart of accounts structure and complete historical cleanup and reconciliation of all balance sheet accounts
• Implement accounts payable, accounts receivable, and payroll processes with appropriate internal controls
• Establish month-end close procedures, train clients on workflows, and create baseline financial statements with supporting workpapers
• Educate clients on accounting best practices and AIOA's Accounting Clarity® proven process throughout the engagement
• Proactively identify expansion opportunities and flag potential issues for ongoing Operations team
• Document all client-specific processes and systems in SharePoint for seamless team handoff
• Build foundation of trust and confidence that sets clients up for long-term partnership success
• Prepare comprehensive handoff documentation and conduct smooth transition meetings with ongoing Operations team
• Document lessons learned from each onboarding and contribute to building the Tenacity playbook
• Identify opportunities for automation, templates, and timeline reduction as you execute engagements
• Collaborate with VP, Client Success and team on continuous process improvement initiatives
• Participate actively in Client Success team L10 meetings, sharing insights and learnings
• Track metrics on onboarding quality, timeline, and client satisfaction to drive improvements

Controller – Onboarding

Revenue Operations

• The VP of Business Development leads and develops a team of Business Development Consultants to drive disciplined growth.
• Running structured weekly 1:1 coaching sessions
• Inspecting live deals stage-by-stage
• Enforcing =3× pipeline coverage (Full funnel ownership)
• Team revenue attainment and collected first-year revenue
• Maintaining forecast accuracy and CRM discipline
• Ensuring clean, delivery-ready handoffs (scope, assumptions, risks, timeline)
• Developing partner ecosystems and increasing self-generated new logo opportunities
• Cross-functional ownership of sales and marketing
• Technology adoption leadership

Controller – Onboarding

VP – Revenue Operations