About

We partner with individuals and businesses to achieve financial success through clear financial guidance and expert accounting services. Our vision is to provide full financial solutions for business owners and their families. Core values are the backbone of our business and guide our hiring process: we are accountable, have a commitment to personal growth, are results-oriented, and focus on problem solving.

  • Administrative Coordinator

    • Remote
    • Part-Time

    The Administrative Coordinator serves as the air traffic controller for the Founder (a CPA), ensuring smooth and efficient management of priorities, communications, and projects. This role oversees the founder’s inbox, calendar, and phone calls, directing tasks and delegating responsibilities with clarity and precision. Additionally, the coordinator supports the Business Operations Manager with administrative support around operations, client experience, and HR projects to keep everything on course. With a clear and...

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