Virtual CFO / Account Manager

• Front-facing, relationship-driven role serving a portfolio of small to mid-size businesses

• Functions as a trusted financial advisor — not just an accountant — embedded in each client's ongoing success

• This is not a back-office position — regular daily, weekly, and monthly client interaction is central to the role

• Maintains oversight of core accounting processes — accounts payable, receivables, reconciliation, and reporting

• Supports clients in understanding their numbers, troubleshooting challenges, and building toward their goals

• Balances financial precision with big-picture thinking to help each client's business improve and grow

• Serve as a trusted Virtual CFO and strategic partner for a portfolio of small to mid-size businesses — acting as their ongoing financial advisor, problem-solver, and growth champion

• Build and maintain strong client relationships through regular, meaningful communication — learning their needs, anticipating challenges, and consistently delivering results

• Lead client management and accounting meetings, translating complex numbers into clear, actionable business insights owners can actually use

• Develop and monitor operational budgets aligned to each client's unique goals and growth strategy

• Turn financial chaos into clarity — oversee accounting processes (AP, AR, reconciliation, and reporting) and equip clients to make smarter, more confident decisions

• Think and act strategically to improve business operations, guide goal-setting conversations, and map out the financial path to get there

• Provide sound, high-integrity business advice with a consistent commitment to quality, accountability, responsiveness, and follow-through

• Lead the internal team supporting each client portfolio — fostering strong collaboration, clear communication, and the high standards that define Fulling Management

• Degreed Accountant with 10+ years of relevant experience — multi-client experience with small to mid-size businesses strongly preferred

• Proficient in QuickBooks Desktop / QBO and MS Office

• Strong communicator — able to translate complex financial data into clear, plain-language business advice

• Forward thinker — proactive and detail-oriented; you anticipate and prevent client challenges before they surface

• Solid financial analysis skills, including experience presenting financial statements and performance reports to business owners

• Detail-oriented, critically minded, and organized — comfortable managing multiple clients and priorities simultaneously

• Passionate about the mission of Fulling Management & Accounting and invested in clients' long-term success

• CPA preferred, though not required

• This position is fully remote — work from anywhere! When travel is possible, we get together once a year for a team vision event in Kansas City

• We prioritize work/life balance and rarely exceed a 40-hour work week. Truthfully.

• We have a casual dress and work environment

• We offer access to a 401(K) plan with profit sharing for full-time employees

• We care about your development and invest in regular training for our team

• Generous PTO and sick time plan

• Paid Holidays (8.5 days)

• Laptop & Charger

• 2 Monitors

• Docking Station & Charger

• Web Cam

• Mouse

• Keyboard

Extensive onboarding plan

• Full day orientation w/ leadership team

• Allotted time for both hard skill & soft skill training sessions

• Assigned team lead for client workload

• 1:1 cross-training with peer in similar role

• Implement 30/60/90 day plan

• Define Success Statements for your role

• 30/60/90 day check-in with Assoc Dir of Client Services

• 6 Month Review with Team Lead & Assoc Dir of Client Services

• Assigned mentor to be your go-to for support