Job Description
Small Business Chief Financial Officer (Fractional)
Location: Remote (Must reside in: AZ, CO, FL, GA, IL, MD, MI, NC, NJ, NY, PA, TX, VA, WA)
Position Type: Full-Time (40–45 hours/week)
Compensation: $110,000 Base Salary + Performance Incentives (Targeting $182,000/year) + Elite Benefits
Who Are We?
We are How To Manage A Small Law Firm (HTM). Let’s get this out of the way upfront: you do not need prior law firm management experience to qualify. We will teach you everything you need to know about small law firm financial management (a great place to start is reading “Profit First For Lawyers”). For now, just pretend we said “small business” because law firms are businesses. Most lawyers don’t know this. Which is why we hire authentic human beings with high EQ, not just technical robots.
- Our Track Record: Started from a dining room table, we’ve been named to the Inc. 5000 list of Fastest Growing Privately Owned Companies every single year since 2013.
- Our Reach: We manage over 500 of the fastest-growing small law firms across the country.
- Our Growth: We are on pace to double in size over the next 24 months, which is why we need you.
- Our Culture: We are heavily values-driven, possess a sharp sense of humor, and practice 100% personal responsibility. We love working with parents of young children because we value flexibility—when kids “Zoom bomb” our meetings, we laugh and roll with it.
The Mission: What Exactly is the Job?
HTM functions as the fractional C-suite (CEO, COO, CFO, CMO) for solo and small law firms with gross revenues mostly under $10MM (and over half under $1MM).
As a Fractional Small Business CFO / Controller, you will own a roster of up to 30 clients. You will work from your home office, meeting with each client three times a month ( ~60 hours/month of client-facing time). The rest of your 40–45 hour work week is spent prepping, analyzing files, and collaborating with your internal HTM advisor team.
You will excel at this role if:
- You read a budget variance for fun and get genuinely excited by a trend report.
- You can go toe-to-toe with a client’s bookkeeper over bank rec discrepancies and walk them through the fix step-by-step.
- You love the minutiae. If you don’t, the tactical execution required here will drain you. This isn’t about accounting theory; it’s about real people’s lives.
Note: We handle 100% of the marketing and sales. You are not hunting for clients; you are building deep, consultative relationships with the business owners assigned to your roster.
Are You the Thoughtful, Courageous Leader We Need?
We are looking for an insightful human being who enjoys helping small business owners make courageous decisions based on financial reality, rather than letting their feelings run the show.
Our Ideal Candidate:
- Connects the Dots: You don’t just ‘explain things.’ You connect the financials to the client’s personal motivations, helping them take the action necessary to achieve their goals. No Action = No Results. No Results = No Value.
- Challenges the Narrative: You are willing to test assumptions, question beliefs, call out the B.S., and use your own life experience (and humor) to guide clients out of ‘crazy town.’
- Possesses High Emotional Intelligence: You are mature enough not to take it personally when a client is afraid to follow your advice.
- Has a Bias for Growth: You know an entrepreneur can’t cost-cut their way to prosperity; they can only invest their way there. You know the difference between an expense and something that is ‘expensive.’
Position Requirements
Experience & Background
- A strong background in financial and/or accounting roles.
- A business degree, preferably with an emphasis in accounting or finance.
- Hands-on FP&A experience, including creating budgets and financial forecasts.
- Proven experience advising under-capitalized, financially illiterate small business owners. You must be able to explain the ‘sources and uses of cash’ in plain English.
- The ability to spot balance sheet trends that indicate risks of non-compliance with federal/state remittances, identify P&L deficiencies, and present clear solutions.
Physical & Travel Requirements
- Prolonged periods sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at times.
- Occasional travel required for quarterly conference participation (where all our clients gather).
Who This is NOT For (Please Do Not Apply If…)
- You are basically just a QuickBooks operator.
- You expect to delegate all the down-and-dirty data analysis to someone else.
- You can only thrive in a highly structured, rigid corporate environment.
- You have never rolled up your sleeves in a fast-paced, ‘we eat pivot for breakfast’ startup environment.
- You lack a sense of humor or can’t roll with the punches.
- You want a part-time gig.
Let’s be crystal clear: This is a FULL-TIME JOB that you get to perform from home. It is not part-time. If you apply and act surprised that it’s full-time, you are proving you didn’t read this. (We love our team, but there are a lot of lunatics out there trying to get in here. Don’t be one of them).
The Perks & Compensation
- Target Earnings: $110,000 base salary with performance incentives designed to scale you to $182,000 per year.
- Health & Wellness: Outstanding medical, dental, and vision insurance for you and your family (75% company-covered).
- Security: Short-term and long-term disability insurance provided at zero cost to you.
- Future & Protection: 401(k) match up to 3.5%, pet insurance, and legal coverage.
- Time Off: Unlimited PTO, an Employee Assistance Program (EAP), and the company is entirely closed the week of Thanksgiving. (You are also required to schedule one additional full week off per year).
- World-Class Growth: Free access to training and personal/professional development programs that our clients pay hundreds of thousands of dollars for.
We work incredibly hard to only hire ‘A-Players’ and maintain a strict ‘No A-holes’ policy for staff and clients alike. If you are ready for a high-performance, high-reward environment where you can make a massive, tangible impact on entrepreneurs’ lives, we want to hear from you.
