Controller (Remote) at Dew Wealth Management
We’re launching a premium bookkeeping practice for elite entrepreneurs running 8‑ and 9‑figure businesses. This role will build the entire operation from scratch, design systems, set quality standards, and become the trusted financial expert for some of the most successful business owners in the country.
What Makes This Different
Elite Client Base
You’ll work directly with entrepreneurs running $1M‑$100M+ businesses. They expect world‑class expertise and service.
The salary for this role is set at $120,000 to $180,000 annually. The specifics are outlined below:
- At 20 clients: $140k
- At 50 clients: $160k
- At 100 clients: $180k
- 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 a few years, at zero cost to you.
In short, the range of compensation for this role is a starting salary of $120,000 with a clear path to $180,000 using the above framework.
Build From Scratch
You won’t inherit someone else’s mess. You’ll design the chart of accounts, create quality processes, establish client communication protocols, and build a practice that scales to 200+ clients with your vision. Our COO, Justin Crawford, who has built two bookkeeping businesses, will support you.
Location Freedom
Fully remote role with total location flexibility (anywhere in the continental US except California). Fly to Scottsdale, Arizona, just 4 times 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, 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 an 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, 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—closed books, journal entries, and reconciliations yourself. You know debits and credits cold.
- Multi‑client experience—background in public accounting, a bookkeeping firm, or managing books for multiple entities.
- Management experience—supervised or trained accounting/bookkeeping staff.
- Executive presence—strong communication skills and confidence interacting with high‑net‑worth clients.
- Systems mindset—love building processes, creating templates, and systematizing for scale.
- Cash & accrual expertise—understand both methods and know when IRS regulations require each.
We Strongly Prefer
- Family office bookkeeping experience—managed books for family office LLCs.
- Industry expertise—professional services, coaching/consulting, or real estate.
- Audit background—Big Four or regional firm experience.
- 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.
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, formal credentials are secondary. A bachelor’s degree or CPA certification are valuable signals, but we won’t disqualify exceptional candidates who took a different path.
About Dew Wealth Management
We’re an Inc 5000 firm (4 years running) rapidly growing, serving entrepreneurs nationwide who run 7‑9‑figure businesses. This bookkeeping practice is part of a strategy to offer premium accounting services and strengthen client retention.
Our Culture
- Employee‑owned: 100% ESOP.
- High trust, high autonomy—hiring adults and treating them like adults.
- Remote‑first: work from anywhere.
- Growth‑oriented: building something significant and everyone benefits.
- Direct access: small team means you work directly with leadership.
- 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 serve elite entrepreneurs with complex structures who expect excellence.
- Most accounting roles involve maintenance work in established operations; you’ll build 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.
- 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 2‑2½ 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 [email protected].
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.
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Accounting/Auditing and Finance
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