US CPA - Financial Intelligence Architect (Service SMB Focus)
Team8
Posted on Jan 14, 2026
Description
Full-time | Early-stage, VC-backed startup | Remote/Hybrid
About the role
We are an early-stage, VC-backed startup building an AI-powered financial management platform for US small businesses.
We’re looking for a Founding Accounting Delivery Lead to become our first domain expert and own the core delivery function behind our customer experience.
This is a hands-on, high-impact role at the intersection of accounting operations, service delivery, and product building. You will design how we deliver world-class bookkeeping and financial outcomes — and help shape the product that scales it.
What you’ll do
- Own end-to-end accounting delivery for US SMB customers (monthly close, reconciliations, reporting)
- Build and improve scalable delivery infrastructure (SOPs, checklists, QA, SLAs)
- Lead and manage a team of freelance bookkeepers (workflow, reviews, quality, coaching)
- Partner with Product & Engineering to translate accounting workflows into product requirements and automation
- Ensure outputs are accurate, compliant, and customer-ready
- Serve as the go-to domain expert for real-world SMB accounting edge cases
Requirements:
Who you are
- 5+ years of hands-on experience in US small business accounting / bookkeeping operations
- Deep expertise with QuickBooks Online (required); experience with Xero is a plus
- Strong operational mindset — you know how to build repeatable, scalable processes
- Experience managing and reviewing work from bookkeepers or contractors
- Comfortable working with imperfect inputs (bank feeds, messy transactions, unclear receipts)
- Strong communication skills and ability to collaborate cross-functionally with product/engineering
- Self-starter who thrives in early-stage environments and enjoys building from scratch
Nice to have
- CPA license (or equivalent strong credentials)
- Experience in modern bookkeeping/accounting firms (e.g., Pilot, Bench, inDinero) or fractional CFO services
- Familiarity with payroll accounting (Gusto), AP/AR tooling (Bill.com), payments (Stripe), ecommerce stacks (Shopify/Square)
- Exposure to 1099 processes, sales tax basics, and SMB operational finance
Why join
- Founding role with real ownership and influence on the company’s core product and delivery engine
- Work directly with an experienced entrepreneurial team and top-tier investors
- Help shape the future of AI-driven finance for millions of small businesses