CFO Strategist (Multi-Client)

About You:

You thrive in dynamic environments and find joy in building meaningful relationships. You're naturally outgoing, expressive, and energized by interactions with others. You easily connect with people through warmth, empathy, and engaging conversation. Motivating and inspiring teams comes naturally to you, and you’re comfortable leading discussions and gaining buy-in through your enthusiastic, persuasive approach. You operate confidently in fast-paced, flexible settings, balancing multiple priorities while ensuring others feel supported and appreciated. Your greatest fulfillment comes from seeing your clients and team achieve their goals.

We are Kickstart Accounting, Inc. 

At Kickstart Accounting Inc., we’re on a mission to empower business owners by bringing clarity and confidence to their financials. We're looking for a CFO Strategist to become an integral part of our CFO Services team—a trusted advisor who blends precise bookkeeping with insightful financial strategy.

Position Summary: The CFO Strategist is a key client-facing role dedicated to providing exceptional financial management and strategic guidance. You’ll oversee daily accounting operations, perform detailed financial analysis, deliver meaningful insights, and support clients as they understand their financial health, improve profitability, and confidently plan for growth.

This role is ideal for someone passionate about serving clients with warmth, understanding, and expertise—always judgment-free and supportive, regardless of where the client’s financial journey begins.

Key Responsibilities:

• Provide consulting and advisory services tailored to small and midsize businesses.
• Manage full-cycle accounting for multiple client accounts.
• Prepare and deliver accurate financial statements and sales tax filings.
• Perform detailed financial analysis to identify trends, variances, and opportunities for improvement.
• Facilitate impactful client interactions, including leading Zoom meetings to discuss financial insights, track KPIs, and provide actionable recommendations.
• Develop strategic budgets and forecasts aligned with each client's unique goals.
• Contribute proactively to process improvements, both internally and for our clients.

What You Bring:

• Proven experience in bookkeeping or an accounting role serving multiple clients.
• Demonstrated success managing diverse client portfolios in a dynamic, service-based environment.
• Strong financial analysis skills, including advanced proficiency in Microsoft Excel.
• Exceptional organizational skills, able to manage multiple tasks with attention to detail and accuracy.
• A natural ability to build lasting client relationships and deliver outstanding customer service.

Why Kickstart?

At Kickstart Accounting Inc., we believe financial clarity should be accessible, judgment-free, and empowering. When you join our warm, collaborative, mission-driven team, you'll experience:

• Genuine appreciation and recognition for your contributions.
• Clear expectations with supportive leadership and autonomy in your role.
• Defined career development pathways and opportunities for income growth.
• A culture deeply committed to serving both our clients and one another.

Application Process: As part of our commitment to finding the right fit, candidates will be asked to complete the Predictive Index and Cognitive Assessments prior to scheduling an interview.

If you're dedicated to delivering high-quality accounting and strategic financial services, enjoy working in a structured yet fast-paced environment, and align with our mission-driven approach, we warmly invite you to apply.