CPA for Growing Accounting & CFO Firm (Remote) - Contract to Hire

Tallywise is a fast-growing outsourced bookkeeping and CFO firm focused primarily on small businesses, construction companies, retail, and service-based businesses. We’re looking for a CPA to work alongside our bookkeeping team to review financials, assist with tax work, provide higher-level accounting guidance, and help us continue building strong processes as we grow.

This is not a “sit in meetings all day” role. We need someone practical, detail-oriented, responsive, and comfortable working with a lean, fast-moving team.

What You’ll Be Doing

Review bookkeeping and financial statements prepared by staff accountants

Assist with business and individual tax returns

Provide tax planning and advisory recommendations

Review month-end closes and reconciliations

Help clean up accounting issues and identify errors

Assist with client questions related to accounting/tax matters

Help improve internal accounting processes and SOPs

Work with construction, retail, and service-based clients

Potentially oversee junior accounting staff as the role grows

Requirements

Active CPA license (US)

Strong understanding of QuickBooks Online

Experience reviewing bookkeeping work

Tax preparation and tax planning experience

Strong communication skills

Ability to work independently and meet deadlines

Comfortable working in a fast-paced environment

Construction accounting experience is a plus

Experience with Gusto, QBO, payroll, or job costing is a plus

What We’re Looking For

We’re not looking for a “big firm” personality. We want someone practical who can help clients understand their numbers, catch issues early, and help us continue scaling.

You should be comfortable:

Giving real feedback

Working with a remote team

Jumping into messy books when needed

Explaining accounting in plain English

Being proactive instead of waiting to be told what to do

Engagement Details

Remote

Flexible hours initially

Opportunity for long-term relationship and growth

Mix of review, advisory, tax, and cleanup work

Potential to grow into a leadership role within the firm

When applying, please include:

Your CPA status and state licensed

Years of experience

Industries you’ve worked with

Experience with QBO and tax work

Your preferred hourly or monthly rate

A quick intro about how you typically work with clients