Director of Client Accounting & Advisory Services (CAAS)

Director of Client Accounting & Advisory Services (CAAS)

Passion Works Here.

At Pereira & Azevedo, we are building something different.

We are trusted advisors to growth-minded businesses. By combining financial expertise, innovative technology, and strategic insight, we help our clients make smarter decisions, improve profitability, and build stronger organizations.

As we continue our transition from a traditional accounting firm to a modern advisory firm, we are launching and expanding our Client Accounting & Advisory Services (CAAS) practice and are seeking an entrepreneurial leader to help build it.

This is not a traditional bookkeeping management position.

This is an opportunity to create, lead, and scale a technology-enabled advisory practice that becomes a cornerstone of our firm's future growth.

About the Role

The Director of Client Accounting & Advisory Services will lead our outsourced accounting and bookkeeping practice, overseeing client accounting engagements while helping clients transform financial data into meaningful business insights.

The successful candidate will build and lead a team responsible for monthly accounting, financial reporting, cash flow management, budgeting, and operational support for a diverse portfolio of business clients.

This individual will serve as both an operational leader and trusted advisor, helping clients understand their numbers and make informed business decisions.

What You'll Do

Practice Leadership

• Lead the development and growth of the firm's CAAS practice
• Create scalable processes, workflows, and service offerings
• Establish best practices for client onboarding, monthly close, reporting, and advisory services
• Identify opportunities to expand services within existing client relationships
• Collaborate with firm leadership on strategic growth initiatives

Client Advisory

• Serve as the primary advisor for a portfolio of business clients
• Conduct monthly and quarterly financial review meetings
• Analyze financial statements and key performance indicators
• Provide actionable recommendations related to profitability, cash flow, and operational efficiency
• Assist clients with budgeting, forecasting, and financial planning

Accounting Operations

• Oversee bookkeeping and accounting functions for multiple clients
• Manage monthly, quarterly, and annual close processes
• Review reconciliations, journal entries, and financial statements
• Ensure accuracy, consistency, and timely reporting
• Coordinate year-end reporting and tax support with the firm's tax department

Technology & Innovation

• Champion cloud-based accounting technologies
• Lead implementation and optimization of QuickBooks Online and related applications
• Identify opportunities for automation and process improvement
• Develop dashboards and reporting tools that provide meaningful client insights
• Help shape the firm's technology strategy within the advisory practice

Team Development

• Recruit, mentor, and develop accounting professionals
• Establish performance standards and accountability measures
• Foster a culture of collaboration, innovation, and continuous improvement
• Provide technical training and professional development opportunities

Who You Are

You embody the Pereira & Azevedo DNA.

Responsibility to Yourself

• Accountable
• Growth Minded
• Curious
• Adaptable
• Continuous Learner

Responsibility to Clients

• Trusted Advisor
• Strategic Thinker
• Problem Solver
• Excellent Communicator
• Relationship Builder

Responsibility to the Firm

• Team First
• Mentor
• Collaborative
• Technology Forward
• Pursues Excellence

Responsibility to Innovation

• Embraces Change
• Challenges the Status Quo
• Seeks Better Ways
• Data Driven
• Process Oriented

Qualifications

• CPA preferred but not required
• 7+ years of accounting experience
• Public accounting experience strongly preferred
• Significant experience managing bookkeeping and outsourced accounting engagements
• Strong knowledge of GAAP and financial statement preparation
• Experience managing and developing staff
• Expertise in QuickBooks Online and cloud-based accounting technologies
• Strong analytical, communication, and client relationship skills
• Experience providing advisory, controller, or outsourced CFO services is highly desirable

Why Join Pereira & Azevedo?

• Opportunity to build and lead a new practice area
• Direct collaboration with firm leadership
• Significant influence on firm strategy and growth
• Technology-driven environment focused on innovation
• Strong career advancement opportunities
• Hybrid work environment
• Competitive compensation and benefits
• Potential future leadership and partner-track opportunities

Passion Works Here.

We're not looking for someone to manage bookkeeping.

We're looking for someone to help build the future of our advisory practice.

Salary range $90,000 - $110,000.