Your job, Director of Accounting Operations & AI

We're a fractional CFO firm that works exclusively with ABA therapy practices. We have documented processes, a distributed team, and a growing client base. We need someone to turn those processes into onboarding success, daily operating discipline and the adoption of AI-powered accounting tools.

ROLE DESCRIPTION

1. Client Onboarding and Service Delivery

Own the onboarding process from signed engagement through first monthly close delivered.

• Own the full onboarding lifecycle: kickoff calls, system access, diagnostic review, cleanup scoping, workflow setup in the practice management system
• Track each client through defined onboarding phases with visible status and deadlines
• Serve as primary client contact during onboarding, setting expectations on timeline, deliverables, and communication cadence

2. Team and Workflow Operations

Manage the accounting and bookkeeping team day-to-day and build the visibility layer that lets leadership see what is happening across the practice without asking.

• Own the month-end close and reporting cycle: assign work, set due dates, monitor progress, and ensure accurate client deliverables (financials, KPIs, reporting packages) ship on time
• Enforce time tracking and task status updates across the team
• Manage workload distribution, identify underutilization, and reassign capacity
• Own the practice management system: configure workflows, templates, and reporting
• Review financials, catch errors, and coach staff on proper accounting treatment

3. AI Development and Deployment

Define accounting workflows well enough to specify what should be automated and evaluate whether AI output meets professional standards.

• Identify repetitive, rules-based tasks in the close cycle and onboarding process that are candidates for automation
• Work with a developer to define requirements, test tools, and validate outputs against accounting standards
• Evaluate AI-enabled tools: transaction coding, reconciliation, anomaly detection, document extraction
• Own quality assurance for AI-generated work product

SUCCESS METRICS

• Close and reporting cycle time: Calendar days from period end to financials and reporting package delivered
• Time to first close: Calendar days from signed SOW to first monthly close delivered
• On-time delivery rate: Percentage of client deliverables shipped by the agreed deadline each month
• Revision rate: Percentage of deliverables that require corrections after delivery. Accuracy is non-negotiable; rework burns team capacity and client trust.
• Effective rate per hour: Client revenue divided by hours logged. This is where AI deployment shows up: same quality, fewer hours.

WHAT YOU BRING

Required:

• Bachelor's degree in accounting or equivalent
• 3+ years managing accounting or bookkeeping staff in a CAAS, outsourced accounting, or public accounting firm
• Direct experience running client onboarding at a firm with 15+ clients
• Proficiency in QuickBooks Online: chart of accounts setup, reconciliation, payroll mapping, QBO automation tools
• Experience with at least one practice management system (Double, Karbon, Financial Cents, Canopy, Jetpack Workflow, or equivalent)
• Demonstrated track record of improving a process with technology: automation, AI tools, or workflow redesign. We will ask for a specific example.
• Comfort working in a Microsoft 365 environment (Teams, SharePoint, Outlook)

Preferred:

• CPA, EA, or equivalent credentialCPA, EA, or equivalent credential
• ABA therapy, behavioral health, or healthcare industry experience
• Experience evaluating or migrating between practice management platforms
• Familiarity with AI tools in accounting (automated transaction coding, anomaly detection, document extraction)
• Project management methodology experience (PMP, Lean Six Sigma, or equivalent)
• Experience managing offshore or distributed team members

COMPENSATION AND BENEFITS

• $95,000–$120,000 base salary, depending on experience
• Performance bonus tied to measurable operational & project outcomes
• Fully remote with flexibility for distributed team collaboration
• Direct leadership role reporting to the partners, with scope that grows as the client base grows

OUR VALUES

• Accuracy First – Clean data is the foundation for every good decision
• Trusted Insight – Actionable guidance that drives impact, not just reports results
• Lifelong Improvement – Growing ourselves, our processes, and our client outcomes
• Accountable Ownership – Taking full responsibility for results and follow-through
• Strategic Partnership – Working with clients, not just for them

Job Type: Full-time

Pay: $95,000.00 - $120,000.00 per year

Benefits:

• Flexible schedule
• Paid time off
• Work from home

Application Question(s):

• Describe a specific accounting process you built or improved using technology
• Describe your experience managing multiple client accounts simultaneously at a client accounting/advisory services (CAS) firm, including experience with onboarding.

Education:

• Bachelor's (Required)

Experience:

• Accounting: 5 years (Required)
• QuickBooks Online: 3 years (Required)
• managing a team of accountants or bookkeepers: 2 years (Required)

License/Certification:

• CPA (Preferred)

Work Location: Remote