Description
The Opportunity
We're launching something different – a premium bookkeeping practice serving our client base of elite entrepreneurs who run 8- and 9-figure businesses. This bookkeeping business will be part of a vision to offer comprehensive family office services to our clients… the first of several similar services we’ll be standing up in the coming year. This isn't your typical accounting role. You'll build the entire operation from scratch, design the systems, set the quality standards, and become the trusted financial expert for some of the most successful business owners in the country.
This role is for you if:
You've closed books yourself and understand debits and credits at a deep technical level – but you're ready to lead rather than do routine data entry.
You get excited about building systems, creating templates, and designing processes that scale.
You can hold your own in a conversation with a sophisticated entrepreneur who's managing multiple 7-figure entities.
You want equity in what you're building, not just a paycheck.
You're looking for a career-defining opportunity, not just another job.
What Makes This Different
Elite Client Base
You'll work directly with entrepreneurs running $1M-$100M+ businesses. These aren't typical small business clients – they’re some of the most successful and elite entrepreneurs in the country… and they expect world-class expertise and service!
Clear Financial Upside
- Starting salary: $120,000
- At 20 clients: $140,000
- At 50 clients: $160,000
- At 100 clients: $180,000
- Target timeline: 20 clients within the first 6 months. 100 clients in 18-30 months.
- ESOP equity: Own a piece of the company - potentially worth hundreds of thousands of dollars in just a few years, at zero cost to you.
Build From Scratch
You won't inherit someone else's mess. You'll design the chart of accounts templates, create the quality processes, establish client communication protocols, and build a practice that scales to 200+ clients with your vision. To support you along the way will be our COO, Justin Crawford, who has a ton of experience building businesses from the ground up, including two bookkeeping businesses. (You can read more about Justin at JustinCrawford.com as you value it.)
Location Freedom
Fully remote role with total location flexibility (anywhere in the continental US except California). Fly to Scottsdale, Arizona just 4x per year for quarterly team meetings - all expenses paid.
Employee Ownership
We're an employee-owned company with an ESOP. You'll earn equity shares at no cost to you, on top of 401(k) matching and competitive benefits. Your success directly contributes to your ownership stake.
What You'll Do
Build the Infrastructure & Launch the Offering (Months 1-6):
- Design standardized chart of accounts templates for family office and corporate bookkeeping
- Create quality control processes that ensure excellence across 100+ clients
- Build scalable workflows and systems that maintain quality as you grow
- Establish client communication protocols and service standards
Lead the Operations (Ongoing):
- Supervise on outsourced bookkeeping team (starting with 1, scaling to 5+ bookkeepers by month 30)
- Review and audit bookkeeper work to catch errors before they become problems
- Serve as the primary accounting contact for all clients, serving as the "face of the company"
- Make technical accounting judgment calls on complex transactions
- Ensure compliance with IRS regulations and accounting standards
Partner with Elite Clients:
- Communicate with sophisticated entrepreneurs who manage complex financial structures
- Conduct financial reviews and answer bookkeeping questions with expertise and gravitas
- Build trusted relationships that enhance client retention
- Navigate multi-entity structures (LLCs, partnerships, trusts, real estate holdings)
Scale with Quality:
- Grow from 20 clients to 100+ within 30 months while maintaining exceptional standards
- Hire and train additional bookkeeper resources as needed
- Continuously refine processes to improve efficiency and client experience
Who You Are
You Must Have:
- Hands-on technical depth - You've actually closed books, done journal entries, and reconciled accounts yourself. You know debits and credits cold.
- Multi-client experience - Background in public accounting, a bookkeeping firm, or managing books for multiple entities. Single-company corporate controllers won't thrive here.
- Management experience - You've supervised or trained accounting/bookkeeping staff
- Executive presence - Strong communication skills and confidence interacting with high-net-worth clients
- Systems mindset - You love building processes, creating templates, and systematizing for scale
- Cash & accrual expertise - You understand both methods and know when IRS regulations require each
We Strongly Prefer:
- Family office bookkeeping experience - You've managed books for family office LLCs that track income/expenses across properties, trusts, and investments
- Industry expertise - Familiarity with accounting for professional services, coaching/consulting, and/or real estate
- Audit background - Big Four or regional firm experience where you saw diverse clients and industries
- QuickBooks Online - Experience with QBO and cloud-based platforms
- Bachelor's degree - Accounting, Finance, or related field preferred but not required
Bonus Points For:
- P&L responsibility for a division or business
- Experience building an accounting practice from scratch
- CPA certification or working toward it
- Complex real estate accounting experience (development, investment properties)
A Note on Credentials:
We care about what you can do, not what letters you have after your name. If you have deep multi-client bookkeeping experience and can demonstrate technical mastery through our assessment process, formal credentials are secondary. That said, a Bachelor's degree in a relevant field and CPA certification are valuable signals of competency and commitment - we just won't disqualify exceptional candidates who took a different path.
About Dew Wealth Management
We're an Inc 5000 (4 years running) rapidly growing wealth management firm serving entrepreneurs nationwide who run 7-9 figure businesses. This bookkeeping practice is part of a strategy of strategic expansion. We're adding premium accounting services to provide even more value to our clients and strengthen retention.
Our culture:
- Employee-owned: We're 100% ESOP, meaning employees own the company
- High trust, high autonomy: We hire adults and treat them like adults
- Remote-first: Work from anywhere with the flexibility you need
- Growth-oriented: We're building something significant and everyone benefits from that success
- Direct access: Small team means you'll work directly with leadership
Benefits:
- Comprehensive health insurance and competitive benefits package
- 401(k) with employer matching
- ESOP equity (at no cost to you)
- Flexible PTO policy
- Fully remote work
- Quarterly team retreats in Scottsdale (all expenses paid)
Why This Role Matters
Most bookkeepers serve small businesses with simple needs. You'll be serving elite entrepreneurs with complex structures who expect excellence.
Most accounting roles are maintenance work in established operations. You'll be building something from scratch with significant autonomy.
Most jobs offer a salary. This offers salary progression, meaningful equity, and the chance to build something you're genuinely proud of.
This is a rare opportunity to:
- Build a premium practice with your fingerprints on everything
- Work with fascinating, successful entrepreneurs
- Earn significant equity in what you create
- Avoid corporate bureaucracy and politics
- Make $180K+ within about 2-2.5 years from start, with clear milestones along the way.
- Own your work and your future
Please apply via the external link provided. Send all other inquiries to recruiting@dewwealth.com.
Dew Wealth Management is an Equal Opportunity Employer. We do not discriminate based on age, disability or veteran status, sex, race, religion or belief, gender, or sexual orientation. We are an inclusive organization and actively promote equality of opportunity for all with the right mix of talent, skills, and potential.
Requirements
You Must Have:
Hands-on technical depth - You've actually closed books, done journal entries, and reconciled accounts yourself. You know debits and credits cold.
Multi-client experience - Background in public accounting, a bookkeeping firm, or managing books for multiple entities. Single-company corporate controllers won't thrive here.
Management experience - You've supervised or trained accounting/bookkeeping staff
Executive presence - Strong communication skills and confidence interacting with high-net-worth clients
Systems mindset - You love building processes, creating templates, and systematizing for scale
Cash & accrual expertise - You understand both methods and know when IRS regulations require each
We Strongly Prefer:
Family office bookkeeping experience - You've managed books for family office LLCs that track income/expenses across properties, trusts, and investments
Industry expertise - Familiarity with accounting for professional services, coaching/consulting, and/or real estate
Audit background - Big Four or regional firm experience where you saw diverse clients and industries
QuickBooks Online - Experience with QBO and cloud-based platforms
Bachelor's degree - Accounting, Finance, or related field preferred but not required
Bonus Points For:
P&L responsibility for a division or business
Experience building an accounting practice from scratch
CPA certification or working toward it
Complex real estate accounting experience (development, investment properties)
