Fractional Controller - City of Langley - Transcounts Services Inc.

Description

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 working

Tasks & 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 standards
• Customizing 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 involvement
• Customer Experience: Efficiency, ≤24 hours Response TAT, Tech stack alignment, SOP clarity, friction reduction.
• 100% compliance score on filing/deadline calendar
• Client NPS / Retention Score
• Billing growth through add-ons/upsell

Location

Langley, BC (200 St / 56 Ave)

Employment Type

Full-time – Hybrid

2 Years in Canada/USAAccounting

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