Controller; Remote

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.

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.

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.

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.

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.

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.

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.

• 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.
• Quick Books Online—experience with QBO and cloud‑based platforms.
• Bachelor’s degree—Accounting, Finance, or related field (preferred but not required).

• P&L responsibility for a…