We are ready to go to the next level.
We want to double our firm.
But we know we cannot scale without the right infrastructure.
We need stronger SOPs.
- Cleaner systems.
- Clear sales goals.
- Defined KPIs.
- Structured team training.
- Aligned leadership.
- A stronger culture.
We are a 30+ person remote accounting and tax firm, and we are growing fast. But growth without structure creates friction — and we refuse to scale chaotically.
We are looking for a high-level COO coach / operations architect who can help us build the operational backbone required to double this firm the right way.
This is strategic operational leadership.
What We Need:
• Full audit of our current operations
• Creation and refinement of SOPs across all departments
• A complete Operations Manual / Team Handbook
• Clear accountability chart and reporting structure
• Defined sales targets and KPI dashboards
• Marketing department systems and performance tracking
• Team training structure and employee development plans
• HR documentation, onboarding systems, compliance
• Mission, Vision, Core Values refinement
• Culture development for a high-performance remote team
• AI automation integration across workflows
• Strong experience with Asana and operational systems
• EOS / Integrator experience strongly preferred
• Accounting or tax industry experience is a major plus
Engagement Structure:
• 3–4 hours per week reviewing systems and sharing templates
• 2–4 hours per week live strategy calls
• Direct collaboration with the Owner/CEO and our part-time Operations Manager
• You will not manage team members directly
• Our Operations Manager executes based on your direction
We want someone who can identify what truly matters, prioritize correctly, and build the infrastructure required for sustainable scale.
The goal:
A streamlined, high-performance firm where everyone knows their role, KPIs are clear, culture is strong, and operations run smoothly without disconnects.
We are serious about growth.
If this sounds like you — or you know someone perfect — send us a message.
We are building the next level now.