CFO-Worx is hiring a Senior Accountant to own the daily accounting function for a key mid-market client, working alongside a Fractional Controller and Fractional CFO. This will be 100 hours a month What You'll Do Own daily A/P, A/R, general ledger entries, and transactional accuracy Run weekly A/R collections and A/P cycles (coding, approvals, cash forecast alignment) Lead month-end close prep, supporting schedules, and variance checks Perform monthly balance sheet reconciliations (cash, A/R, A/P, payroll liabilities, loans, accruals, prepaids) Prepare revenue recognition, cash application, and recurring JEs for Controller review Manage payroll accounting and PEO communication Support cleanup work: opening balance sheet validation, equity rebuilds, loan schedules, and acquisition accounting (PPA, seller notes, true-ups) Support QBO-to-Jirav mapping and reporting cleanup What We're Looking For 4+ years of full-cycle accounting experience Strong QuickBooks Online skills; Bill.com, Ramp, Jirav, and Proven month-end close and reconciliation ownership PEO payroll experience Bachelor's in Accounting/Finance; CPA or CPA-track preferred Founded in 2022, CFO-Worx serves mid-market private businesses with a team of 40+ finance professionals. You'll have direct exposure to Controllers, Fractional CFOs, and client leadership.

Overview: I’m a Realtor based in Hawaii currently operating as a sole proprietor. I’m looking to hire an experienced tax strategist (CPA or EA preferred) to help me transition into a properly structured business with an LLC taxed as an S-Corp, optimize my current tax situation, and build a clean, scalable financial system. A This is not a basic bookkeeping role — I’m looking for someone who understands tax strategy, entity structuring, and long-term planning, not just compliance. Scope of Work: 1. Tax Strategy & Review Review my most recent tax return and current financials (P&L, balance sheet) Identify opportunities to reduce tax liability Advise on optimal structure for income, expenses, and distributions Provide guidance on reasonable salary for S-Corp election and timing of pay and distributions 2. Entity Setup & S-Corp Election Advise on and assist with forming LLC (Hawaii) File and/or guide filing of S-Corp election (Form 2553) Ensure structure aligns with my current brokerage setup 3. Accounting & Financial System Setup Build a clean QuickBooks chart of accounts tailored to my business Establish proper categorization for: Income (commissions, referrals, etc.) Expenses (marketing, travel, contractors, etc.) Payroll, distributions, and owner equity Create a system for handling income from Brokerage 4. Payroll & Compliance Setup (Hawaii-specific) Set up payroll system (Gusto or QuickBooks Payroll preferred) Ensure compliance with: Federal payroll filings (941, 940) Hawaii state withholding (HW-14, HW-3) Hawaii unemployment insurance (DLIR) Temporary Disability Insurance (TDI) Advise on best setup and automation 5. Ongoing Tax Compliance & Calendar Estimated tax planning (federal + Hawaii) Ensure all filings and payments are clearly defined and scheduled 6. Strategic Planning (Forward-Looking) Advise on transition planning for launching my own brokerage in the next several years Guidance on how current structure should evolve as I hire team members Retirement planning (Solo 401k vs future 401k structure) Ideal Candidate: CPA or EA strongly preferred Experience working with Realtors, commissions, and S-Corp structures Familiar with Hawaii state tax and payroll requirements Strong understanding of tax strategy (not just filing) Experience setting up QuickBooks + payroll systems Ability to explain clearly and think strategically To Apply: Please answer the following: What experience do you have working with Realtors or commission-based professionals? How do you typically structure S-Corps for high-income self-employed clients? Are you familiar with Hawaii payroll taxes and compliance requirements? Have you implemented Solo 401k or retirement strategies for similar clients? Project Type: Initial setup project (fixed or hourly) Potential for ongoing advisory relationship Goal: I’m looking to build a long-term relationship with someone who can help me not only set this up correctly, but also optimize and scale it as my business grows.

WHAT WE ARE LOOKING FOR We're looking for an experienced startup tax advisor or CPA with deep expertise in Qualified Small Business Stock (QSBS), startup entity structuring, founder compensation, and U.S. tax planning. We have an existing business structure, but we're concerned it may not qualify for QSBS. Before making any changes, we want an expert to review our current setup, identify any issues, and recommend the best path forward. This is initially a consulting engagement, with the potential for ongoing advisory work if we're a good fit. WHAT WE NEED HELP WITH - Review our current business and holding company structure - Determine whether our current entity qualifies for QSBS and identify any risks or disqualifying factors - Advise whether we should maintain our existing entity or establish a new one - Recommend the optimal legal and tax structure for long-term growth - Provide guidance on founder payroll, including how compensation should work when the founder is employed by a holding company - Explain the tax implications and tradeoffs of different approaches - Identify any compliance issues or actions we should take now - Answer strategic tax and business structuring questions as they arise IDEAL EXPERIENCE - CPA, EA, or U.S. tax attorney with significant startup experience - Deep knowledge of QSBS - Experience advising venture-backed startups, SaaS companies, or founder-led businesses - Expertise in entity formation, holding company structures, and founder equity - Strong understanding of payroll, reasonable compensation, and owner taxation - Ability to explain complex tax concepts in clear, practical language - Experience working with multi-entity business structures is a plus