Controller

All In One Accounting is a 7-time winner of the 50 Fastest Growing Companies in the Twin Cities and one of the Best Places to Work in the Minneapolis area.

Our purpose is simple: to make the lives of entrepreneurial and nonprofit leaders better.

We do that by supporting profitable growth, protecting assets, and amplifying impact — bringing financial clarity and strategic leadership to the clients who need it most.

We run on EOS (Entrepreneurial Operating System), which means clear goals, strong accountability, and a team that executes with intention.

We're seeking an experienced and strategic Controller to join our Client Experience Department.

This is a specialized Controller role focused on the most critical phase of the client relationship - getting clients set up for long-term success through our onboarding phase called Tenacity.

We are actively seeking those who have a background working within Professional Services or Nonprofit.

As an Onboarding Controller, you'll be part of building and refining how All In One Accounting onboards clients.

Our new Client Experience Department is reshaping how we setup clients for long-term success from Day 1.

The team is focused on cleanup, bringing efficiencies, and adding long term value to our new clients.

Own client relationships during the Tenacity phase of our Accounting Clarity™ proven process
Lead intensive client onboarding, setup, and financial foundation building
Teach clients AIOA's systems, processes, and best practices
Identify opportunities for client growth and flag issues for ongoing teams
Continuously improve the Tenacity process to reduce timeline and increase client satisfaction
Ensure seamless handoffs to Operations delivery teams

Lead Tenacity phase kickoff meetings with new clients, setting expectations and building strong rapport
Conduct comprehensive financial assessment, identify cleanup needs, and assess opportunities for improvement
Establish chart of accounts structure and complete historical cleanup and reconciliation of all balance sheet accounts
Implement accounts payable, accounts receivable, and payroll processes with appropriate internal controls
Establish month-end close procedures, train clients on workflows, and create baseline financial statements with supporting workpapers
Educate clients on accounting best practices and AIOA's Accounting Clarity® proven process throughout the engagement
Proactively identify expansion opportunities and flag potential issues for ongoing Operations team
Document all client-specific processes and systems in SharePoint for seamless team handoff
Build foundation of trust and confidence that sets clients up for long-term partnership success

Prepare comprehensive handoff documentation and conduct smooth transition meetings with ongoing Operations team
Document lessons learned from each onboarding and contribute to building the Tenacity playbook
Identify opportunities for automation, templates, and timeline reduction as you execute engagements
Collaborate with VP, Client Success and team on continuous process improvement initiatives
Participate actively in Client Success team L10 meetings, sharing insights and learnings
Track metrics on onboarding quality, timeline, and client satisfaction to drive improvements

Complete all internal responsibilities including time tracking, capacity planning, and quarterly initiatives
Actively participate in All In One Accounting's Brand Ambassador program, representing our mission and values
Maintain highest standards of service quality, client satisfaction, and security practices

The successful candidate will have:

7+ years of progressive accounting experience, preferably in public accounting or multi-client environments
Experience in either Nonprofit Organizations or Professional Services firms
Proven success with client onboarding, implementation projects, or cleanup engagements
Strong technical accounting skills and ability to quickly assess and remediate financial issues
Excellence in client communication - Ability to explain complex accounting concepts to non-financial audiences
Teaching and mentoring ability - You genuinely enjoy helping clients learn and build confidence
Process improvement mindset - You naturally identify inefficiencies and propose solutions
Project management skills - Ability to manage multiple client onboardings simultaneously with different timelines
Adaptability and resilience - Comfortable with ambiguity as we build and refine this new function
Technical proficiency with QuickBooks and ability to quickly learn various accounting software platforms
Bachelor's degree in accounting or business administration, or equivalent business experience

Salary: $90,000 - $125,000
Annual Bonus: Up to 10% of salary
Comprehensive benefits package including: Medical, dental, and vision insurance 401K Life insurance Long and short-term disability HSA, FSA, and dependent care options Professional development opportunities
Medical, dental, and vision insurance
401K
Life insurance
Long and short-term disability
HSA, FSA, and dependent care options
Professional development opportunities

All In One Accounting provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Controller - Onboarding

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Client Onboarding & Tenacity Phase Execution

Process Improvement, Handoff & Department Building

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