Preferred CFO


(Outsourced Services)


JOB TYPE: Full-Time/Part-Time

JOB LOCATION: Utah (virtual work from home office and visit client locations)

CATEGORY: Finance and Accounting



Preferred CFO is an outsourced/fractional CFO firm providing premium finance and accounting assistance to growing and emerging companies. We are seeking an experienced accountant to assist with and manage the day-to-day accounting responsibilities for a select group of our existing clients. This position delivers part-time/outsourced accounting services to a variety of companies simultaneously. Being a key team member for several different clients provides the accountant with broad exposure to different businesses, management styles, and best practices. As a trusted team member, the accountant is expected to accurately manage and process the tactical accounting entries and reconciliations on a timely basis.



  • General journal entries - record general journal entries as required (i.e. fixed asset depreciation, accrued interest, prepaid amortization, etc.)
  • Accounts payable - accurately create vendor bills and record payments on a timely basis (i.e. daily)
  • Accounts receivable - create invoices and apply payments on a timely basis (i.e. daily)
  • Payroll - work with third-party payroll providers to record payroll transactions
  • Cash - record all activity in client bank accounts in the accounting system on a timely basis (i.e. daily)
  • Reconcile all bank accounts as part of the monthly close process on a timely basis (i.e. no more than five days after month end)
  • Sales and use tax - calculate quarterly payments and file with state agencies
  • Property tax - calculate annual payments and file with state agencies
  • Vendor 1099 - prepare and send annual 1099 vendor statements
  • Provide A/R Aging reports to clients on a weekly basis
  • Provide A/P Aging reports to clients on a weekly basis
  • Assist controller as required with month-end account reconciliations
  • Maintain general ledger and chart of accounts
  • Assist the controller with the month-end close workbook for each client on a timely basis (i.e. no later than the 10th day after month end)
  • Assist the controller with all balance sheet and income statement account reconciliations as part of the monthly close process
  • Develop strong working relationships with clients and other stakeholders
  • Report risk issues and potential opportunities to the assigned CFO
  • Suggest and implement operational best practices within the finance and accounting department
  • Employ good, sound judgment and become a trusted advisor within the company
  • Develop and manage financial controls in accordance with the company's procedures
  • Generate qualified leads for future engagements by networking with other professional trusted advisors



  • Strong working knowledge of GAAP
  • QuickBooks Certified (within 90 days of hire)
  • Intermediate Microsoft Excel skills required
  • and Expensify experience a plus
  • Strong and verifiable technical accounting skills
  • Ability to plan, organize, and deliver the tactical accounting function for multiple client companies at any given time
  • Ability to analyze existing operations and recommend and implement both revised and new policies, procedures, and systems
  • Willingness and ability to travel to local client locations
  • Impeccable communication and interpersonal skills


Full Job Description
Preferred CFO
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