About UpsourcedUpsourced is a modern accounting and advisory firm built specifically for fast-growing creative agencies. We combine strong accounting fundamentals with great technology, clear processes, and real financial leadership. Our goal is simple: give our clients clarity and confidence, and give our team a place where smart people can do their best work without burning out.We move fast. We try new things. We work with interesting businesses. And we don’t believe in busy season.The RoleAn Advisor at Upsourced is the financial partner to our clients - functionally, their CFO.You are the person who turns financials into decisions, and data into direction. You lead client conversations, explain what the numbers mean, and help business owners decide how to grow, invest, hire, and build sustainable, profitable companies.You don’t report on the past - you help shape the future.What You’ll DoServe as the primary financial advisor for 8–12 growing agency clientsLead recurring client meetings focused on:Performance vs goalsCash flow and profitabilityGrowth and hiring decisionsInterpret financials, KPIs, and forecasts prepared by team membersProvide clear recommendations based on data and business contextBuild strong, trusted relationships with founders and leadership teamsPartner with senior firm and client leaders on higher-level strategy and portfolio prioritiesEnsure clients feel supported, informed, and confidentWhat We’re Looking For5+ years of experience in public accounting, consulting, or financial leadershipStrong understanding of financial statements, KPIs, and business performanceExcellent communication skills - you can explain complex things simplyComfort in client conversations and decision-making environmentsCuriosity about how businesses actually work, not just how they reportDesire to move beyond accounting into real advisoryCPA or CPA-track is a strong plusCompensation & BenefitsCompetitive base salary aligned to role and experiencePerformance-based raises and promotion opportunitiesMedical, dental, and vision insurance401(k) retirement plan - 4% matchPaid parental leaveCompany-paid laptop and home office setupUnlimited paid time off – we care about results, not clock-watchingPaid holidaysHybrid and remote-friendly work environment

Heads-up

Advisor

Emma

Requirements and responsibilities

Skills wanted:

Language(s) required:

Craig Baldwin

About Upsourced Accounting:

www.upsourcedaccounting.com/

Admin access needed

Payment confirmed

A member of the Torre team will contact you shortly