Accounting Advisor

AdvisorOne is a modern accounting firm built for today's business owners. We partner with growing behavioral health and wellness practices and small businesses, delivering more than clean books. Our clients save thousands annually through strategic tax planning, gain 360° financial clarity, and leverage high-level financial insights that drive smarter growth.

We're not your traditional accounting firm. We combine deep industry expertise with cutting-edge technology and a genuinely client-obsessed approach. Our team becomes an extension of our clients' businesses, providing the financial backbone they need to scale with confidence.

Our Mission: To empower business owners to achieve financial freedom, grow sustainably, and create lasting prosperity for their communities.

Our Values:

• Client-Obsessed: We prioritize client success in every decision
• Do the Right Thing: We act with integrity and accountability
• Courageous Leadership: We lead proactively and decisively
• Clarity in Simplicity: We make complex finances easy to understand
• Uncompromised Quality: We maintain excellence in every deliverable
• Transparency: We ensure openness and honesty, always
• Even-Keeled: We remain calm, consistent, and professional under pressure

We're seeking an Accounting Advisor to join our growing team as a strategic leader who bridges world-class execution with high-level financial advisory. This isn't just about reviewing financials. It's about becoming a trusted advisor to business owners navigating complex growth decisions.

Strategic Advisor: You'll work directly with executive-level clients through monthly, quarterly, and ad hoc advisory calls. You'll translate financial data into actionable insights that drive business decisions, build custom KPI dashboards, and provide strategic financial guidance that helps owners scale with confidence.

Quality Leader: You'll conduct thorough month-end close reviews for your client portfolio across all client stages (Early, Growth, and Executive), ensuring every deliverable meets our high standards. For executive-level and complex clients, you'll also prepare month-end closes hands-on and serve as a technical escalation point for complex accounting issues.

Special Projects Support: From time to time, you'll contribute to special projects such as QBO integrations and software rollouts, working with your Accounting Manager of F&A to help implement changes that support the team's growth.

This role is perfect for someone who's outgrown pure compliance work and wants to operate at the intersection of technical accounting excellence and strategic business advisory.

• Lead monthly, quarterly, and ad hoc financial advisory sessions with executive-level clients across behavioral health, wellness, and small business sectors
• Translate complex financial data into clear, compelling narratives that business owners can act on
• Build custom KPI dashboards and financial reports using tools like Fathom
• Provide proactive guidance on cash flow management, budgeting, forecasting, and growth strategy
• Identify opportunities to add value beyond the monthly close; becoming a true partner, not just a service provider

• Prepare month-end close financials for executive-level and complex clients
• Review month-end close financials for your assigned client portfolio across all client stages (Early, Growth, and Executive)
• Conduct thorough reviews to ensure accuracy, GAAP compliance, and timely delivery (by the 20th of each month)
• Collaborate with offshore solutions team to ensure quality execution and timely delivery
• Resolve complex accounting issues and serve as a technical escalation point for the team

• Contribute to special projects as they arise, such as QBO integrations and software rollouts (Stripe, Shopify, PayPal, a2x, RightWorks, Numeral, etc.)
• Flag process inefficiencies and recommend improvements to your Accounting Manager of F&A
• Help document and roll out process updates within your client portfolio

• 3-5+ years of progressive accounting experience , with at least 2 years in a client-facing advisory or managerial role
• Deep expertise in QuickBooks Online (QBO) and GAAP accounting principles, including hands-on month-end close preparation. NetSuite experience a plus.
• Hands-on execution skills: Comfortable preparing complex month-end closes for executive clients while also reviewing team deliverables
• Advisory mindset: You can shift seamlessly from detailed close preparation to high-level strategic conversations with business owners

• CPA certification (active and in good standing)
• Startup or scaling company experience: You've worked in a fast-paced, founder-led organization where you had to build processes, not just follow them
• Industry expertise in behavioral health practices, wellness businesses, or small business accounting
• Experience with financial planning tools like Fathom, Jirav, or similar KPI dashboards
• Experience working with offshore teams or distributed team workflows
• Background in public accounting or high-growth firms where you learned to manage multiple priorities under tight deadlines
• Technical curiosity: You're comfortable with software integrations, automation tools, and finding tech solutions to manual processes

• Values-driven: You care deeply about doing the right thing, maintaining integrity, and delivering uncompromised quality
• Client-obsessed: You genuinely want clients to succeed and go the extra mile to make that happen
• Even-keeled under pressure: You stay calm during month-end crunches, client escalations, and competing priorities
• Growth-oriented: You're excited by the challenge of building scalable systems in a growing firm
• Entrepreneurial: You've worked in small, founder-led companies and understand the scrappiness required to scale
• Clear communicator: You can explain complex accounting concepts in simple, jargon-free language that business owners understand
• Proactive problem-solver: You see what needs to happen before being asked and take ownership of outcomes

• Strategic impact: You'll shape how we serve executive clients and build the systems that enable our next phase of growth
• Diverse industries: Work across behavioral health, wellness, and small business—never boring, always learning
• Leadership opportunity: Clear path to grow with the firm as we scale; we promote from within and invest in developing our people

• Founder-led and values-driven: We practice what we preach; transparency, integrity, and client obsession aren't just words on our website
• Small, mighty team: You'll work closely with leadership and have visibility into every part of the business
• Remote-first: Work from anywhere with a flexible schedule that respects work-life balance

• Competitive salary commensurate with experience
• Comprehensive health insurance
• 401(k) retirement plan
• Flexible PTO policy
• Professional development support (CPE credits, conferences, certifications)
• Technology and tools provided (laptop, software, subscriptions)

If you are ready to move beyond pure compliance and become a strategic advisor to ambitious business owners, we'd love to hear from you.

To apply, please submit your resume.

We're committed to building a diverse and inclusive team. AdvisorOne is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

AdvisorOne

Remote | Clearwater, FL-based firm

Disclaimers

Our commitment to equal opportunity:

Equal Opportunity Employer (EOE)

We are an Equal Opportunity Employer. Qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or any other characteristic protected by law.