Fractional Controller / CFO at SMB Team

SMB Team embeds fractional financial executives within a portfolio of 10 to 20 law firm clients, delivering consistent CFO-level analysis, monthly reporting, and strategic financial guidance through a standardised operating framework. The successful candidate will own client relationships, manage the monthly financial cadence, and apply the Law Firm Growth Accelerator Model across all engagements.

This is a full-time internal hire with remote flexibility, a base salary of $135,000, and an OTE of $140,000 to $145,000. Benefits include 75% employer-covered medical, dental and vision insurance for the employee and family, a 401(k) with 3% match, a learning budget, and flexible leave.

• Serve as the primary financial contact for a portfolio of 10 to 20 law firm clients, owning relationships and the quality of all deliverables.
• Deliver monthly financial reporting, cash flow forecasts, budgets, and variance analyses for each client.
• Conduct monthly close reviews, validating balance sheet integrity, reviewing P&L trends, and monitoring accounts receivable ageing.
• Apply the Law Firm Growth Accelerator Model to assess client performance, advise on staffing, and guide partners toward sustainable growth.
• Collaborate with the bookkeeping team on shared clients to ensure clean, timely books underpin all CFO-level analysis.
• Context-switch across a diverse client portfolio spanning personal injury, family law, estate, flat-fee, and hourly billing practices.

• 5 or more years of accounting or finance experience, with strong skills in financial statement preparation, cash flow management, and budgeting.
• Demonstrated background in a multi-client environment such as a public accounting firm, BPO, or fractional finance platform, having managed at least five client files simultaneously.
• Advanced proficiency in QuickBooks Online; QBO ProAdvisor certification is a strong advantage.
• Familiarity with law firm financial metrics including utilisation, realization, billing and collections cycles, and IOLTA trust accounting.
• Strong communication skills, with the ability to present financial data clearly to non-financial business owners.
• Expert-level skills in Excel and QuickBooks Online; experience with Clio or other legal billing software is preferred.

SMB Team is a legaltech company providing fractional financial executive services and coaching to law firm owners across the United States. The business supports multiple clients simultaneously through a standardised financial operating system, and is positioned as a growth-stage organisation in the legal marketing and coaching sector.