Controller- SMB

Out of the Box; Dallas (TX); Remote; USD 90,000 - 120,000; Full time

Job summary

A leading accounting consultancy seeks a Controller to lead financial operations for clients. This fully remote role involves managing financial reporting, advising clients, and ensuring compliance with accounting standards. Ideal for proactive professionals with strong QuickBooks knowledge and excellent communication skills.

Benefits

Fully remote work environment

Flexible scheduling

Competitive salary and benefits

Continuous professional development

Qualifications

• 5+ years of progressive accounting experience.
• CPA Required.

Responsibilities

• Serve as primary financial contact for clients.
• Manage financial reporting and accounting operations.
• Implement internal controls and processes.

Skills

Communication

Relationship Building

Education

Bachelor’s degree in Accounting

Bachelor’s degree in Finance

Tools

QuickBooks

Job description

About Us:
At Out of the Box Technology, we are redefining how businesses manage their accounting and financial operations. As a leading QuickBooks and accounting consultancy with a national footprint, we specialize in delivering innovative solutions to small and mid-sized businesses. Our client-first approach and deep expertise make us a trusted partner in growth and financial clarity.

Position Overview:
We’re looking for a Controller to join our team and serve as a financial leader and strategic advisor for our clients. In this fully remote role, based out of Dallas, you will work directly with clients across various industries to ensure financial accuracy, process efficiency, and scalable accounting practices. This is a high-visibility, hands-on role for someone who thrives in a collaborative, client-facing environment and wants to make a meaningful impact.

Key Responsibilities:

• Serve as the primary financial contact and trusted advisor for a portfolio of clients.

• Manage all aspects of financial reporting, including month-end and year-end close, balance sheet reconciliations, and variance analysis.

• Oversee client accounting operations: AP, AR, payroll, budgeting, and forecasting.

• Implement and improve internal controls, processes, and reporting systems tailored to each client’s needs.

• Partner with client leadership to support strategic decisions with financial data and insight.

• Collaborate closely with internal teams to ensure client expectations are met and exceeded.

• Stay up to date on GAAP, regulatory changes, and accounting technology tools (especially QuickBooks).

Qualifications:

• Bachelor’s degree in Accounting, Finance, or related field

• CPA Required

• 5+ years of progressive accounting experience, including time in a Controller or client-facing advisory role.

• Strong QuickBooks knowledge (QBO and Desktop); QuickBooks ProAdvisor certification a plus.

• Proven ability to manage multiple client accounts simultaneously.

• Excellent communication and relationship-building skills.

• Ability to work independently in a remote environment while being a proactive team player.

• Must reside in or around Dallas, TX for occasional local client meetings or team events.

What We Offer:

• Fully remote work environment with flexible scheduling.

• Opportunity to work directly with clients and make a tangible impact on their growth.

• Supportive and collaborative culture.

• Competitive salary and benefits.

• Continuous professional development and training.

Join Us:
If you're a dynamic accounting professional who loves building relationships and helping businesses thrive, we’d love to hear from you. Apply today to become part of the Out of the Box Technology team.