Accounting Advisor

About AdvisorOne

AdvisorOne is a modern accounting firm built for todays business owners. We partner with growing behavioral health and wellness practices and small businesses, delivering more than clean books. Our clients save thousands annually through strategic tax planning, gain 360° financial clarity, and leverage high-level financial insights that drive smarter growth.

Were not your traditional accounting firm. We combine deep industry expertise with cutting-edge technology and a genuinely client-obsessed approach. Our team becomes an extension of our clients businesses, providing the financial backbone they need to scale with confidence.

Our Mission: To empower business owners to achieve financial freedom, grow sustainably, and create lasting prosperity for their communities.

Our Values:

• Client-Obsessed: We prioritize client success in every decision
• Do the Right Thing: We act with integrity and accountability
• Courageous Leadership: We lead proactively and decisively
• Clarity in Simplicity: We make complex finances easy to understand
• Uncompromised Quality: We maintain excellence in every deliverable
• Transparency: We ensure openness and honesty, always
• Even-Keeled: We remain calm, consistent, and professional under pressure

Were seeking an Accounting Advisor to join our growing team as a strategic leader who bridges world-class execution with high-level financial advisory. This isnt just about reviewing financials. Its about becoming a trusted advisor to business owners navigating complex growth decisions.

Strategic Advisor: Youll work directly with executive-level clients through monthly, quarterly, and ad hoc advisory calls. Youll translate financial data into actionable insights that drive business decisions, build custom KPI dashboards, and provide strategic financial guidance that helps owners scale with confidence.

Quality Leader: Youll conduct thorough month-end close reviews for your client portfolio across all client stages (Early, Growth, and Executive), ensuring every deliverable meets our high standards. For executive-level and complex clients, youll also prepare month-end closes hands-on and serve as a technical escalation point for complex accounting issues.

Special Projects Support: From time to time, youll contribute to special projects such as QBO integrations and software rollouts, working with your Accounting Manager of F&A to help implement changes that support the teams growth.

This role is perfect for someone whos outgrown pure compliance work and wants to operate at the intersection of technical accounting excellence and strategic business advisory.

• Lead monthly, quarterly, and ad hoc financial advisory sessions with executive-level clients across behavioral health, wellness, and small business sectors
• Translate complex financial data into clear, compelling narratives that business owners can act on
• Build custom KPI dashboards and financial reports using tools like Fathom
• Provide proactive guidance on cash flow management, budgeting, forecasting, and growth strategy
• Identify opportunities to add value beyond the monthly close; becoming a true partner, not just a service provider

• Prepare month-end close financials for executive-level and complex clients
• Review month-end close financials for your assigned client portfolio across all client stages (Early, Growth, and Executive)
• Conduct thorough reviews to ensure accuracy, GAAP compliance, and timely delivery (by the 20th of each month)
• Collaborate with offshore solutions team to ensure quality execution and timely delivery
• Resolve complex accounting issues and serve as a technical escalation point for the team

• Contribute to special projects as they arise, such as QBO integrations and software rollouts (Stripe, Shopify, PayPal, a2x, RightWorks, Numeral, etc.)
• Flag process inefficiencies and recommend improvements to your Accounting Manager of F&A
• Help document and roll out process updat