CFO Consulting Partner

Foundation Recruiting and Consulting; United States; On-site; USD 200,000 - 225,000; Full time

Benefits offered by this job

Matched 401(k)

Health Insurance

Unlimited PTO

Bonus

Equity up to 7.5%

Job summary

Fractional CFO and accounting firm based in Orange, California, is seeking an experienced CFO consultant ready to become a partner. The role targets someone already running a solo practice with $200k–$300k+ recurring revenue and channels to transfer client relationships into a growing firm.

Base salary is ~$200–225k with a path to partnership, equity up to 7.5%, and a written growth plan. The firm offers a matched 401(k), health insurance, and unlimited PTO alongside performance bonuses.

Qualifications

• Extensive accounting/finance background.
• Currently runs solo CFO consulting practice with transferable client relationships.
• Operator who enjoys client-facing and strategic work.
• Wants equity and a path to partnership while serving clients and growing their book.

Responsibilities

• Partners own their client relationships end to end: delivery quality, scope, and retention across their book.
• Lead the work through a three-tier delivery model, directing US operations and offshore delivery teams.
• Grow the firm by originating new relationships, expanding existing ones, and building referral sources.
• Refine practice-group methodology, mentor the team, and uphold scalable standards.
• Equity on absorbed work is earned with a two-part vesting, encouraging retention and growth.
• Incoming partners may absorb established relationships with transitional endorsement by the original partner.

Job description

Base Salary is ~$200-225k + bonus (earning potential of $300-400k+ as partner with full book)

Summary:

We are looking for an experienced CFO Consultant who currently runs their own practice, generating roughly $200-300k+ a year in recurring revenue, and who is interested in becoming a partner in a growing firm that can support their operational and financial needs.

Required:

• Extensive Accounting / Finance background
• Currently running a solo or small CFO consulting practice earning approximately $200-300k+ annually in recurring revenue with client relationships that can transfer
• An operator that is genuinely good at and truly enjoys the client facing and strategic work
• Someone who wants to build equity but would rather spend their time serving their clients and growing their book than building infrastructure

What we offer:

Immediate:

• Base salary of ~$200-225k
• Matched 401(k), fully paid Health Insurance, Unlimited PTO
• Bonus

Earned

• Up to 7.5% equity stake, earned through performance
• A defined, written path to partnership

Responsibilities:

• Partners own their client relationships end to end: delivery quality, scope, and retention across their book.
• Partners lead the work through our three-tier model, directing the US operations layer and the offshore delivery team rather than performing the production work themselves.
• Partners are expected to grow the firm: originating new relationships, expanding existing ones, and building referral sources within their industry niche.
• Partners contribute beyond their own book: refining practice-group methodology, mentoring the team, and holding the standards that keep the model scalable.
• Added Partners would potentially absorb established relationships in addition to their transferred book on a case-by-case basis.
• In those cases, equity on that transferred and absorbed work is earned in two halves: one for holding relationships intact, one for originating new business post transfer. Someone who does the first very well but is not successful with the second still earns equity and a profit participation seat.
• For any established relationship absorbed by a new partner, the original partner stays the named relationship lead through an initial shadow period and actively endorses the transition.

Company:

Fractional CFO and accounting firm based in Orange, California, looking to expand into the Chicago market. We serve companies in the $2 million to $50 million revenue range that prefer to outsource their accounting and finance department operations.

Our practice groups are built around industries with distinct accounting needs: law firms (trust and IOLTA), engineering and design firms (WIP and percentage of completion), custom integrators (project costing and inventory), funeral homes (preneed trust and merchandise trust), and nonprofits (restricted funds and audit readiness). In addition, we serve capitalized startups and technology-enabled businesses, including SaaS, AI service providers, and e-commerce, where the work is investor reporting, unit economics, and revenue recognition.

We run a three-tier delivery model: a US relationship layer, a remote operations layer, and an offshore delivery team. An incoming partner's book is absorbed into that model on arrival. Billing, collections, software administration, hiring, and review move to the firm; the partner holds the relationship and leads the engagement.