Job Title

STRATEGIC CPA / ACCOUNTING FIRM WANTED - Fractional CFO Role Company: Confidential Location: Contract Type: Fractional / Contractual Status: High-Priority Hire A rapidly expanding multi-entity organization (a group of 4 companies) is seeking an experienced CPA or Accounting Firm for a part-time, senior financial partnership. We require an expert in multi-company compliance and strategic financial planning to act as our Accountant and eventually our Fractional Chief Financial Officer (CFO). IMPORTANT: This is NOT a full-time position. We seek high-level expertise on a limited, strategic scope (as detailed in Phase 2). Phase 1: Compliance & Core Accounting Management (ON-PREMISE MANDATE) ALL bookkeeping and T2 filing work listed below MUST be completed on-premise at our office location. Quote your fees separately for this required compliance workload. Corporate Tax Filing (T2): T2 Tax Filing for 4 Companies Preparation and electronic filing of all four T2 Corporate Income Tax Returns. Must manage intercompany transactions and full compliance for the entire company group. Full-cycle monthly bookkeeping, including reconciliation of bank/credit card accounts, general ledger maintenance, and all related activities completed on-site. Full-cycle year-end bookkeeping and preparation of all necessary financial documentation for filing, completed on-site. Phase 2: Strategic Financial Planning (Fractional CFO Advisory) This is a high-impact, strategic advisory role. This work can be completed remotely, with in-person management discussions/presentations. Estimated Time Commitment for Strategic Services: 6080 hours per year. Fractional CFO Leadership: Act as a fractional CFO to provide high-level, strategic financial guidance to the executive team. Proactive Strategy: Bring up any potential tax planning, continuity planning, and corporate structuring opportunities proactively. Long-Term Financial Management: Assist in overall financial management to achieve the company's long-term goals. Tax Review & Optimization: Review potential tax planning strategies across all 4 companies for legal optimization and structuring benefits. Budgeting & Forecasting: Monthly/Quarterly development of budgets and financial forecasts; oversight of financial reporting and analysis (including industry-relevant KPIs). Cash Flow & Funding Strategy: Comprehensive cash flow planning; identify, review and advise on funding opportunities (grants, loans, etc.). Growth Strategy: Assist in identifying and evaluating high-impact initiatives, including potential acquisitions or business expansions. Advisory Services: Consulting and providing timely advice regarding complex accounting, taxation, business continuity and estate planning matters as needed. TO APPLY: We require a partner with proven expertise in multi-entity accounting and strategic finance who can adhere to the on-premise mandate for core compliance work. Submit your proposal detailing your relevant experience, approach, and please provide separate fee quotes for Phase 1 (On-Premise Compliance) and Phase 2 (Fractional CFO Advisory). #J-18808-Ljbffr