Client Accounting Solutions Principal

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The Client Accounting Solutions Principal is a senior, client‑facing leader responsible for designing, validating, and executing accounting solutions for HOA and Community Association clients onboarding to the Town Sq Business Web Accounting platform. This role serves as the accounting authority during complex implementations—setting standards, guiding migrations and cutovers, and ensuring clients achieve reliable, repeatable, and audit‑ready accounting operations. As a Principal, this role acts as both a strategic advisor to clients and a center of excellence internally, shaping onboarding standards, mentoring team members, and influencing product direction through deep accounting expertise.

This position is onsite 5 days a week at our Richardson, TX location.

Successful adoption of Town Sq depends on clients’ confidence in their accounting outcomes. This role ensures that complex HOA accounting environments are accurately translated into the platform, risks are mitigated during migration, and clients are equipped with standardized processes, controls, and training to operate independently post‑go‑live.

• Lead in‑depth discovery of client accounting practices, including accounts receivable, accounts payable, general ledger, chart of accounts, funds and reserves, billing assessments, project accounting, close and reconciliation processes, and reporting requirements.
• Design future‑state accounting models aligned with GAAP, HOA fund accounting standards, and platform capabilities.
• Map capabilities and identify areas to improve the Town Sq platform based on the best practices and process discovered
• Serve as the escalation point for complex or non‑standard accounting scenarios.

• Help define data migration rules, validation criteria, reconciliation tie‑outs, and go‑live readiness checklists.
• Support client cutovers, ensuring accuracy, completeness, and minimal operational disruption.
• Support go‑lives and hypercare periods by triaging issues, stabilizing accounting processes, and guiding continuous improvement.

• Build and maintain reusable SOPs, checklists, templates, and training curricula for accounting onboarding and pre‑onboarding discovery activities engagements.
• Partner with Learning & Development to scale best practices across the Client Solutions team.
• Drive adoption of standardized close, reconciliation, and reporting cycles.

• Provide subject‑matter expertise to Product and Engineering teams to validate accounting behaviors, workflows, and reporting outputs.
• Identify gaps and opportunities to improve platform functionality based on client implementation experience.

• Set accounting solution design standards for onboarding engagements.
• Mentor and review work from other consultants and solutions team members.
• Represent accounting expertise in internal forums and client‑facing discussions.

• Clients can independently and efficiently run their accounting operations on the Town Sq platform with confidence and accuracy.
• Standardized close, reconciliation, and reporting cycles are adopted consistently across clients. ]
• Reduced cutover defects and faster post‑go‑live stabilization.
• Closely working with Product management, a well groomed backlog of features to implement
• Reusable SOPs and templates are widely adopted across onboarding engagements.
• Improved audit readiness and accounting consistency across the client base.

• 10-15+ years of HOA or community association accounting experience, including fund accounting and reserve structures.
• Strong working knowledge of GAAP, audit…