About Us
We’re building a tech-enabled financial management platform by partnering with strong local CPA firms — and we’re looking for an entrepreneurial CPA to help us build it. This is a partner-level opportunity — not a traditional job.
What You’ll Do
• Work with us to evaluate and acquire CPA firms
• Step into a Platform CEO role, running day-to-day operations
• Lead client service delivery, teams, and growth across the platform
• Drive organic growth across the client base
• Identify opportunities to expand advisory and value-added services
• Support integration of acquired firms into a unified platform
Who You Are
• CPA with 8+ years in public accounting
• Strong operator with client-facing experience
• Entrepreneurial mindset — builder, not just manager
• Interested in M&A, leadership, and ownership
Why This
• Build and lead a platform from the ground up
• Real ownership + equity upside
• Direct impact on strategy and growth
If you’re looking to step beyond a traditional CPA path and build something meaningful, please email us at
[email protected]