Reporting to : Director of Accounting (DoA)
- The Fractional Controller manages 10–20 clients and ensures their Finance & Accounting functions run reliably, accurately, and with excellent customer experience. You’ll oversee delivery quality across bookkeeping, payroll , AP / AR, and monthly reporting, aligning each client’s systems with Transcounts’ tech stack and standards. A full support team (PL, PM, Payroll Manager, AP / AR) will work alongside you so you can stay focused on oversight, quality, insights, and communication.
- As you grow in the role and consistently manage 20+ monthly clients while maintaining excellent delivery, NPS, and billing upsell metrics, you can progress into the Fractional CFO track. Experience working with eCommerce brands is a strong advantage.
Key Responsibilities
Oversee the internal delivery team (PLs, PMs, Payroll Manager) to ensure accurate and timely bookkeeping, payroll, sales tax , AP / AR, and monthly reporting.Own the customer experience — removing friction, improving communication, and strengthening trust.Prepare visual, customized reporting (including budgeting & forecasting) for each client and ensure consistent monthly delivery quality.Ensure alignment between each client’s tech stack and the Transcounts standard stack, recommending improvements when beneficial.Collaborate with the AE / HoG for upselling add-ons or upgrades when beneficial to the client (support role only, not hosting).Transition to the Fractional CFO role after 20+ monthly clients, while mastering the Transcounts way of workingTasks & Functional Responsibilities
Lead quality oversight for your client portfolio across PLs, PMs, and Payroll Manager.Review monthly reports from all direct contributors and hold them accountable for Quality Checklists & SOP.Address delivery issues early and work cross-functionally to resolve client friction and data-gathering challenges.Customer Experience & Delivery
Design and refine the client experience across bookkeeping , payroll, controller, and tax support.Improve, documentation flow, and client communication channels.Handle CRA / IRS / government reviews involving GST, PST, payroll tax, sales tax, corporate reviews, and USA-nexus obligations.Maintain 100% compliance across GST / PST / HST, payroll filings, year-end support, and government deadlines.Represent clients confidently in standard CRA / IRS reviews.Manage external relationships for clients, including tax accountants, lawyers, consultants, CRA, IRS, and provincial / state authorities.Manage payroll intake efficiency and process improvements; Payroll Manager owns full execution.Own quality for all insights, financial visuals, and client-facing reporting.Onboarding
Own the onboarding process for clients assigned to you, with PL support as needed.Ensure the tech stack is configured correctly from day one and aligned with Transcounts standards.Internal Rhythm
Every client meeting must be recorded (unless the client explicitly asks not to record) + meeting notes saved in CLICKUP for team visibility.Weekly async updates with PL / PMs supporting your clients.Monthly reporting quality deep-dive.Participate in quarterly process improvement cycles.Path to Fractional CFO
You may begin progressing into the Fractional CFO role once you consistently demonstrate :Management of 20+ active monthly clients.Strong delivery quality and execution reliability.High client retention and strong NPS.Portfolio billing increase of ~1 client per quarter through add-ons or upgrades.Familiarity and mastery of Transcounts’ operating approach.Participation in training programs for CFO development (internal + external).Decision Rights
Controller can decide independently :
Adjusting and optimizing client tech stack (A2X, Dext, Wagepoint, etc.) as long as aligned with Transcounts standardsCustomizing client reporting as long as the effort stays within the client's budget (≤10%).Handling CRA / IRS reviews, government registrations, and ongoing compliance without DoA involvement.Controller must consult DoA or get approval when :
Offboarding or recommending offboarding a client.Reassigning PM / PL workload or requesting changes to team structure.Reporting customizations requiring >10% budget increase (fee-change recommendation required).
Red Flag Escalations
The Controller must notify the DoA immediately if any of these occur :Client becomes unresponsive for 45+ days.Client pushes for CFO-level work inside the Controller scope.PM / PL performance dips repeatedly or risks quality.CRA / IRS audit escalates beyond “review” or delays risk compliance deadlines.Client behaviour is disrespectful or inappropriate.Client refuses essential tech stack changes, affecting accuracy or efficiency.Sudden revenue drop or significant financial risk indicators appear.Monthly KPI Scorecard
(weightage yet to be defined)Customer Support Quality (Appreciations vs Escalations)% Escalations resolved without DoA involvementCustomer Experience : Efficiency, ≤24 hours Response TAT, Tech stack alignment, SOP clarity, friction reduction.100% compliance score on filing / deadline calendarClient NPS / Retention ScoreBilling growth through add-ons / upsellLocation
Langley, BC (200 St / 56 Ave)
Employment Type
Full-time – Hybrid
2 Years in Canada / USAAccounting
To apply for this job, please send your resume to
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