Hall CPA is a 100% virtual, real estate-focused public accounting firm. Our Monthly Accounting team is where client relationships live long-term. We act as the outsourced controller or CFO for clients ranging from individual investors to complex, multi-entity portfolios. Most are in real estate, with a handful in other industries, so you get cross-industry exposure.
You will own a portfolio of ongoing client relationships and lead a team of preparers and reviewers who handle the day-to-day bookkeeping, supported by AI and automation. You will be the accounting partner clients rely on for real business decisions, with variety, ownership, and room to shape how clients run.
Areas of Responsibility
Own the accounting relationship for your clients, including weekly check-in calls that cover what is happening in their portfolio, how it affects their financials, and what happens next
Provide white-glove service with fast response times, closely managed accounts, and frequent touchpoints
Deliver accurate monthly financials prepared by your team or through AI-assisted workflows, reviewed for quality before they reach the client
Help clients make business decisions through projections, ROI analysis, and cash flow forecasting, translating the numbers into insight they can act on
Proactively bring clients ideas to streamline, grow, and improve their processes and systems before they ask
Lead large onboardings, setups, and cleanups for clients moving into our Controller and CFO services, including the transition from a prior accountant or system
Take on customized engagements built around a client’s current business need, using research, critical thinking, and planning to chart a path forward
Lead and develop preparers and reviewers, including offshore team members, with clear deadlines, direction, and feedback
Required Education and ExperienceBachelor’s degree in accounting
5+ years of accounting experience in a client-facing role, with prior controller, CFO, or public accounting experience in a similar role preferred
Experience supervising or reviewing the work of other accountants
Strong software experience in QuickBooks Online, property management software, and cash flow portals preferred
Strong technical accounting knowledge, including how entity structures (LLCs, partnerships, S corps) affect financial reporting
Experience with budgeting, forecasting, cash flow analysis, and equity structures, including waterfall and distribution calculations.
Measures for SuccessClient NPS averaging 9/10 or greater
Long-term client retention
On-time, accurate monthly financials, with less than 5% unsatisfactory in internal quality reviews
Team capacity and deadlines managed without last-minute escalations
Improvement or growth opportunities identified and delivered for clients
Remote WorkVideo always on and business casual for client calls from a quiet, professional space
Laptop provided, plus a $500 annual tech reimbursement
You’re a Good Fit IfYou’re friendly, have a sense of humor, and enjoy helping and teaching others
You take ownership of your work, clients, and team and solve problems before they escalate
You thrive in a fast-paced environment and love building client relationships
About Hall CPA
We are on a mission to change the accounting industry by building the premier people-first firm. We use the best technology and automation available and offer unlimited vacation and sick days, an autonomous work environment, ongoing training, health insurance, and 401(k) matching.