Accountant Advisor
6 - 10 years
United States
Full-time
Remote
1 month ago
About the role
Company: Brecken Business Solutions (BBS)
Advisor (Accounting & Fractional CFO Services)
Remote | Full-Time
About Brecken Business Solutions:
Brecken Business Solutions helps business owners gain clarity, structure, and momentum through high-quality accounting, bookkeeping, payroll, sales tax, and fractional CFO advisory services. We partner with growing businesses and value technical excellence, critical thinking, and proactive client guidance.
As our advisory services continue to expand, we are seeking an Advisor with strong accounting expertise to work directly with clients on complex accounting issues, financial analysis, and strategic decision-making.
Position Overview:
The Advisor is responsible for owning client accounting and advisory delivery, serving as a trusted financial partner to business owners. This role goes beyond transactional bookkeeping and focuses on financial accuracy, insight, and forward-looking guidance.
Advisors work closely with clients to solve complex accounting problems, prepare meaningful financial analysis, support growth decisions, and act as a fractional CFO for assigned clients.
This role is ideal for someone who enjoys deep accounting work, client problem-solving, and strategic financial thinking.
Key Responsibilities
Fractional CFO & Advisory Services
Client Relationship & Communication
Financial Reporting & Analysis
Collaboration & Firm Integration
What Success Looks Like
Required Qualifications
Preferred Qualifications
Skills & Traits
Salary Range:$73,089.96 - $88,022.31 per year, depending on experience and advisory scope
Advisor (Accounting & Fractional CFO Services)
Remote | Full-Time
About Brecken Business Solutions:
Brecken Business Solutions helps business owners gain clarity, structure, and momentum through high-quality accounting, bookkeeping, payroll, sales tax, and fractional CFO advisory services. We partner with growing businesses and value technical excellence, critical thinking, and proactive client guidance.
As our advisory services continue to expand, we are seeking an Advisor with strong accounting expertise to work directly with clients on complex accounting issues, financial analysis, and strategic decision-making.
Position Overview:
The Advisor is responsible for owning client accounting and advisory delivery, serving as a trusted financial partner to business owners. This role goes beyond transactional bookkeeping and focuses on financial accuracy, insight, and forward-looking guidance.
Advisors work closely with clients to solve complex accounting problems, prepare meaningful financial analysis, support growth decisions, and act as a fractional CFO for assigned clients.
This role is ideal for someone who enjoys deep accounting work, client problem-solving, and strategic financial thinking.
Key Responsibilities
- Accounting Leadership & Technical Excellence
- Own full-cycle accounting for a portfolio of clients
- Resolve complex accounting issues, including:
- Revenue recognition
- Accruals and deferrals
- Balance sheet reconciliations
- Cleanup and catch-up engagements
- Multi-entity and intercompany accounting
- Ensure financial statements are accurate, GAAP-aligned, and decision-ready
- Serve as the technical escalation point for assigned clients
Fractional CFO & Advisory Services
- Act as a fractional CFO for clients, providing:
- Cash flow forecasting and management
- Budgeting and financial projections
- Profitability and margin analysis
- Scenario planning and growth modeling
- Translate financial data into clear insights and recommendations
- Support business owners with strategic decisions related to:
- Hiring and scaling
- Pricing and cost structure
- Capital planning
- Operational efficiency
Client Relationship & Communication
- Serve as the primary accounting and advisory contact for assigned clients
- Lead client meetings to review financials, forecasts, and performance
- Explain complex accounting concepts in clear, practical terms
- Proactively identify risks, opportunities, and improvement areas
- Build trusted, long-term client relationships
Financial Reporting & Analysis
- Prepare and review monthly, quarterly, and annual financial reports
- Develop management dashboards and KPIs
- Analyze trends, variances, and performance drivers
- Support clients with lender, investor, and internal reporting needs
Collaboration & Firm Integration
- Collaborate with bookkeeping, payroll, and tax teams to ensure aligned delivery
- Partner with firm leadership on advisory service development
- Support onboarding of new advisory clients
- Contribute to documentation and improvement of advisory processes
What Success Looks Like
- Clients trust you as their go-to financial advisor
- Complex accounting issues are resolved accurately and efficiently
- Forecasts and financial models support confident business decisions
- Clients gain clarity on cash flow, profitability, and growth
- Advisory services deepen and expand within client relationships
Required Qualifications
- Bachelor’s degree in Accounting or Finance
- 4+ years of progressive accounting experience
- Strong understanding of GAAP and financial statement preparation
- Experience resolving complex accounting issues for small or mid-sized businesses
- Experience working directly with business owners or leadership teams
- Proficiency with accounting software (QuickBooks Online or similar)
Preferred Qualifications
- CPA or CPA candidate
- Experience in an accounting or bookkeeping firm
- Prior experience providing advisory or fractional CFO services
- Experience with forecasting, budgeting, and financial modeling
- Multi-entity or industry-specific accounting experience
Skills & Traits
- Strong analytical and problem-solving skills
- Confident, professional client communication
- Ability to translate numbers into actionable insights
- Organized, detail-oriented, and deadline-driven
- Ownership mindset with high accountability
Salary Range:$73,089.96 - $88,022.31 per year, depending on experience and advisory scope
- Full-time, remote role
- Exposure to high-level client work and strategic decision-making
- Clear path to Senior Advisor or Advisory Leadership roles
Skills
Operations Consulting