CPA for Growing Accounting & CFO Firm (Remote) - Contract to Hire
Tallywise is a fast-growing outsourced bookkeeping and CFO firm focused primarily on small businesses, construction companies, retail, and service-based businesses. We’re looking for a CPA to work alongside our bookkeeping team to review financials, assist with tax work, provide higher-level accounting guidance, and help us continue building strong processes as we grow.
This is not a “sit in meetings all day” role. We need someone practical, detail-oriented, responsive, and comfortable working with a lean, fast-moving team.
What You’ll Be Doing
Review bookkeeping and financial statements prepared by staff accountants
Assist with business and individual tax returns
Provide tax planning and advisory recommendations
Review month-end closes and reconciliations
Help clean up accounting issues and identify errors
Assist with client questions related to accounting/tax matters
Help improve internal accounting processes and SOPs
Work with construction, retail, and service-based clients
Potentially oversee junior accounting staff as the role grows
Requirements
Active CPA license (US)
Strong understanding of QuickBooks Online
Experience reviewing bookkeeping work
Tax preparation and tax planning experience
Strong communication skills
Ability to work independently and meet deadlines
Comfortable working in a fast-paced environment
Construction accounting experience is a plus
Experience with Gusto, QBO, payroll, or job costing is a plus
What We’re Looking For
We’re not looking for a “big firm” personality. We want someone practical who can help clients understand their numbers, catch issues early, and help us continue scaling.
You should be comfortable:
Giving real feedback
Working with a remote team
Jumping into messy books when needed
Explaining accounting in plain English
Being proactive instead of waiting to be told what to do
Engagement Details
Remote
Flexible hours initially
Opportunity for long-term relationship and growth
Mix of review, advisory, tax, and cleanup work
Potential to grow into a leadership role within the firm
When applying, please include:
Your CPA status and state licensed
Years of experience
Industries you’ve worked with
Experience with QBO and tax work
Your preferred hourly or monthly rate
A quick intro about how you typically work with clients
This is not a “sit in meetings all day” role. We need someone practical, detail-oriented, responsive, and comfortable working with a lean, fast-moving team.
What You’ll Be Doing
Review bookkeeping and financial statements prepared by staff accountants
Assist with business and individual tax returns
Provide tax planning and advisory recommendations
Review month-end closes and reconciliations
Help clean up accounting issues and identify errors
Assist with client questions related to accounting/tax matters
Help improve internal accounting processes and SOPs
Work with construction, retail, and service-based clients
Potentially oversee junior accounting staff as the role grows
Requirements
Active CPA license (US)
Strong understanding of QuickBooks Online
Experience reviewing bookkeeping work
Tax preparation and tax planning experience
Strong communication skills
Ability to work independently and meet deadlines
Comfortable working in a fast-paced environment
Construction accounting experience is a plus
Experience with Gusto, QBO, payroll, or job costing is a plus
What We’re Looking For
We’re not looking for a “big firm” personality. We want someone practical who can help clients understand their numbers, catch issues early, and help us continue scaling.
You should be comfortable:
Giving real feedback
Working with a remote team
Jumping into messy books when needed
Explaining accounting in plain English
Being proactive instead of waiting to be told what to do
Engagement Details
Remote
Flexible hours initially
Opportunity for long-term relationship and growth
Mix of review, advisory, tax, and cleanup work
Potential to grow into a leadership role within the firm
When applying, please include:
Your CPA status and state licensed
Years of experience
Industries you’ve worked with
Experience with QBO and tax work
Your preferred hourly or monthly rate
A quick intro about how you typically work with clients