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Accounting/ CFO Consultant

Jenson Strategic Tax & Bookkeeping San Diego ,CA
  • Posted: over a month ago
  • $72,000 Yearly (plus commission)
  • Full-Time
Job Description


The Cash Flow CFO is a boutique agency delivering virtual CFO services. We provide business owners with a simpler way to understand their numbers so they can grow their business with confidence and clarity.

Jenson Strategic Tax & Bookkeeping is a full-service, virtual accounting firm. Our virtual team provides comprehensive bookkeeping services to businesses of all sizes and industries.

Together under one roof, our two firms provide business owners with an all-in-one financial solution, with a focus on thinking outside the corporate box.

Our financial professionals are more than just number-crunchers. We are educators, focused on providing a personalized experience that empowers our clients to reach their financial goals.


We are looking for an experienced Accounting/ CFO Consultant who can manage a team and has strong business acumen.

Our ideal candidate is an exceptionally skilled accountant, with experience managing multiple team members serving several client accounts while at the same time able to consult and provide business financial advice to Business owner clients.

You are highly analytical and very growth oriented.


  1. Accounting/Finance/Business degree

  2. Extensive hands on experience communicating with business executives and entrepreneurs

  3. Able to manage clients in a caring and empathetic manor

  4. Smart and Strategic & bring ingenuity to the table in client conversations

  5. A proven track record of efficient troubleshooting and problem solving

  6. Minimum of 5 years experience in a Management role

  7. Direct experience leading a bookkeeping team with a focus on delegation and follow-up

  8. A proven track record of developing, implementing and maintaining strong operational systems including documenting step-by-step processes

  9. Certified QuickBooks Online ProAdvisor (can accomplish once hired if the right fit)

  10. Strong working knowledge of other commonly used online business platforms:

    1. Teamwork or similar project management tool


    3. Google business tools (Email, Calendar, Drive, Docs, Sheets, etc.)


  1. Manage all aspects of Jenson Strategic Tax & Bookkeeping including overseeing the bookkeeping team and all client relationships

  2. Oversee the accurate and efficient execution of all bookkeeping activities:

    1. accounts payable

    2. accounts receivable

    3. cash receipts

    4. payroll

    5. research

  3. Ensure all team tasks are completed correctly and on time

  4. Ensure all client financials are completed correctly and delivered on time

  5. Review of all internal controls

  6. Be responsible that all operations are driven by strong, repeatable systems:

    1. document all internal processes, procedures and training materials

  7. With guidance and support from our CFO team, you will support our Virtual CFO services with analysis and report creation.

Because this is a key leadership role with a range of critical responsibilities, we are searching for someone who is ready and eager to weave themselves into the fabric of our virtual company.


  1. Are not afraid to take charge and ensure successful execution by the team you lead

  2. Are fanatical about update to date, accurate financials

  3. Can masterfully oversee multiple accounts with tight deadlines

  4. Are comfortable working independently with minimal supervision

  5. Would love to support a woman-owned business and learn from an expert CFO

  6. Are looking for a fast paced, mission driven place to call home


This is a virtual position, meaning you will work from your home office during standard business hours Mon-Fri (approximately 9am - 5pm PST).

A reliable, high-speed internet connection is required.

This is a full-time, W2 position with a starting salary of approximately $72,000 per year.


If this describes you and you feel called to this position, here’s what to do next:

Please send us an email introducing yourself and sharing why you are interested in this position, what you feel your top 3 strengths are, and 3 examples of past work (positions and or responsibilities) that highlight your experience and expertise.


PLEASE NOTE: If we think you are a good fit for our team and mission, we’ll be in touch with next steps, including completing an online assessment and the interview process.

Jenson Strategic Tax & Bookkeeping


this is a virtual / online postion
San Diego, CA

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