
11 - 50 employees
Founded 2001
💸 Finance
🤝 B2B
💼 Consulting
Finance • B2B • Consulting
The A Team Consulting is a specialized firm offering fractional CFO services, outsourced accounting functions including bookkeeping and controller services, as well as consulting and coaching to businesses and not-for-profits. They focus on customized solutions tailored to the unique needs of their clients, leveraging accounting technology to increase efficiency. With a dedicated team of W-2 employees, The A Team is committed to providing reliable financial oversight and support to help clients streamline their financial operations and achieve their business objectives.
🔥 0 minutes ago
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11 - 50 employees
Founded 2001
💸 Finance
🤝 B2B
💼 Consulting
Finance • B2B • Consulting
The A Team Consulting is a specialized firm offering fractional CFO services, outsourced accounting functions including bookkeeping and controller services, as well as consulting and coaching to businesses and not-for-profits. They focus on customized solutions tailored to the unique needs of their clients, leveraging accounting technology to increase efficiency. With a dedicated team of W-2 employees, The A Team is committed to providing reliable financial oversight and support to help clients streamline their financial operations and achieve their business objectives.
• Manage end-to-end accounting cycles and full month-end, quarter-end, and year-end closes across a portfolio of clients • Complete daily compound, multi-account monthly bank, accruals, credit card, and balance sheet reconciliations • Prepare monthly financial statement packages, including P&L, Balance Sheet, Statement of Cash Flows, and Budget vs. Actual reports • Interpret financial data into actionable insights for client teams and leadership • Reconcile Three-Way IOLTA/Trust account ledgers in accordance with state bar rules and ethics guidelines • Monitor client billable hours, trust retainers, hard/soft cost disbursements, and partner distributions • Integrate legal billing platforms such as Clio, MyCase, and Practice Partner with general ledger software • Track restricted and unrestricted funds, grants, contributions, and pledged revenue under ASC 958 • Track expenditures against grant budgets and assist with Form 990 preparation • Support annual audit deliverables, including Single Audits/Uniform Guidance • Prepare functional expense allocations for Program, Management/General, and Fundraising
• 6+ years of progressive full-cycle GAAP accounting experience • Prior multi-client, outsourced accounting, or public accounting experience required • Direct exposure to either IOLTA/Trust accounting in the legal sector or Fund/Grant accounting in the non-profit sector • Advanced command of QuickBooks Online required • Advanced Excel skills, including PivotTables, VLOOKUP/XLOOKUP, and data manipulation • Proficiency with billing platforms such as Bill.com and Expensify • Experience with industry-specific platforms such as Clio, MyCase, and Aplos • Bachelor’s degree in accounting or finance required • Strong analytical rigor, intentional time management, solid technical aptitude, and absolute integrity with sensitive financial data • Direct, clear, professional communication style with a positive and confident approach
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