Fractional Controller Location: Remote | Type: Part-Time, Contract or Service Provider Accelerated Growth Studio (AGS) is a performance marketing agency helping DTC brands scale fast and profitably. We’re seeking a Controller to own and elevate our financial operations—balancing precision in bookkeeping with strategic oversight of client billing, cash flow, and agency profitability. This role is ideal for someone who thrives in a fast-moving environment, understands service-based businesses inside out, and can confidently manage the full finance function—from monthly close to AR collections to profitability reporting. What You’ll Own This is a leadership-level position responsible for ensuring financial accuracy, process optimization, and the agency’s fiscal health. You'll report directly to the founding team. Core Responsibilities 1. Financial Oversight & Bookkeeping Management Own and maintain the integrity of our financial records in QuickBooks Oversee transaction categorization, reconciliation, and month-end close Develop and maintain SOPs for financial workflows and reporting cadence 2. Invoicing & Accounts Receivable Create accurate monthly client invoices (based on retainers + % of ad spend) Maintain rigorous AR processes—track, follow up, and escalate late payments Manage client retainers, apply credits, and optimize collections strategy 3. Accounts Payable & Payroll Approve and schedule vendor payments, subscription renewals, and contractor payouts Oversee biweekly payroll and 1099 compliance for team and freelancers Manage year-end filings (W-2, 1099) in partnership with HR/payroll providers 4. Financial Reporting & Analysis Prepare monthly P&L, balance sheet, and cash flow statements Deliver insights on client-level profitability and margin analysis Track agency performance KPIs and cost center efficiency 5. Cash Flow & Strategic Finance Support Monitor agency cash runway and make recommendations to optimize burn Support forecasting and budgeting in collaboration with the executive team Identify opportunities to improve margin, reduce costs, or reallocate resources 6. Tax & Compliance Support Ensure all financial records are audit-ready and tax compliant Collaborate with external tax advisors for smooth quarterly and year-end filings Maintain clean documentation of receipts, contracts, and financial correspondence 7. Systems & Automation Maintain QuickBooks and integrate with CRM, PM tools, or Zapier as needed Evaluate and implement financial software/tools that support efficiency and scale What We’re Looking For 5+ years of experience in financial management, preferably in an agency, consultancy, or service-based business Deep experience managing AR/AP, payroll, invoicing, and financial reporting in Quickbooks Ability to generate invoices from complex client fee structures (retainer + variable) in QB Track record of improving financial systems, reducing DSO (days sales outstanding), and enhancing reporting quality Excellent working knowledge of QuickBooks Online, GSuite, and Excel Highly organized, proactive, and comfortable advising on financial strategy Bonus: Experience with Gusto This Role Is Right If You... Want ownership over a lean finance function without bureaucratic friction Can toggle between tactical execution and high-level financial insight Have the discipline of a bookkeeper, the rigor of a controller, and the instincts of a CFO Want to help shape the growth of a high-performing agency that values accountability and speed

Counterpart is an insurtech platform reimagining management and professional liability for the modern workplace. We believe that when businesses lead with clarity and confidence, they become more resilient, more innovative, and better prepared for what's ahead. That's why we built the first Agentic Insurance™ system --- where advanced AI and deep insurance expertise come together to proactively assess, mitigate, and manage risk. Backed by A rated carriers and trusted by brokers nationwide, our platform helps small businesses grow with confidence. Join us in shaping a smarter future, helping businesses Do More With Less Risk®. Counterpart is entering a new chapter of growth with strong backing from world-class investors, a growing network of distribution partners, and a passionate team of industry veterans and innovators. As Controller, you will serve as the operational backbone of our finance function, ensuring accurate, timely, and compliant financial reporting while building scalable accounting processes that support our transition to a risk-bearing insurance entity. You will oversee all accounting operations, regulatory compliance, and financial controls, working closely with our functional leads to establish the financial infrastructure necessary for sustainable growth. This role is critical as we scale our operations, implement new financial systems, and navigate the complex regulatory requirements of the insurance industry. : We care about your health and that of your loved ones. We cover up to 100% of your monthly contributions for health, dental, and vision insurance and up to 80% coverage for family members. 401(k) Retirement Plan : We value your financial health and offer a 401(k) option to help you save for retirement. Parental Leave : Birthing parents may take up to 12 weeks of parental leave at 100% of their regular pay following the birth of the employee’s child, and can choose to take an additional 4 unpaid weeks. Non-birthing parents will receive 8 weeks of parental leave at 100% of their regular pay. Unlimited Vacation : We offer flexible time off, allowing you to take time when you need it. Work from Anywhere : Counterpart is a fully distributed company, meaning there is no office. We allow employees to work from wherever they do their best work, and invite the team to meet in person a couple times per year. Home Office Allowance : As a new employee, you will receive a $300 allowance to set up your home office with the necessary equipment and accessories. Wellness stipend : $100 per month to spend toward an item or service that supports your wellness (i.e. massage or gym membership, meditation app subscription, etc.) Book stipend : To support your intellectual development, we offer a book stipend that allows you to purchase books, e-books, or educational materials relevant to your role or professional interests. Professional Development Reimbursement : We provide up to $500 annually for you to invest in relevant courses, workshops, conferences, or certifications that will enhance your skills and expertise. No working birthdays : Take your birthday off , giving you the opportunity to relax, enjoy your special day, and spend time with loved ones. Charitable Contribution Matching : For every charitable donation you make, we will match it dollar for dollar, up to a maximum of $150 per year. This allows you to amplify your charitable efforts and support causes close to your heart. COUNTERPART'S VALUES Conjoin Expectations - it is the cornerstone of autonomy. Ensure you are aware of what is expected of you and clearly articulate what you expect of others. Speak Boldly & Honestly - the only failure is not learning from mistakes. Don’t cheat yourself and your colleagues of the feedback needed when  expectations aren’t being met. Be Entrepreneurial - control your own destiny.  Embrace action over perfection while navigating any obstacles that stand in the way of your ultimate goal. Practice Omotenashi (“selfless hospitality”) - trust will follow.  Consider every interaction with internal and external partners an opportunity to develop trust by going above and beyond what is expected. Hold Nothing As Sacred - create routines but modify them routinely. Take the time to reflect on where the business is today, where it needs to  go, and what you have to change in order to get there. Prioritize Wellness - some things should never be sacrificed. We create an environment that stretches everyone to grow and improve, which is fulfilling, but is only one part of a meaningful life. Our estimated pay range for this role is $170,000 to $200,000. Base salary is determined by a variety of factors, including but not limited to, market data, location, internal equitability, and experience. We are committed to being a welcoming and inclusive workplace for everyone, and we are intentional about making sure people feel respected, supported and connected at work—regardless of who you are or where you come from. We value and celebrate our differences and we believe being open about who we are allows us to do the best work of our lives. We are an Equal Opportunity Employer. We do not discriminate against qualified applicants or employees on the basis of race, color, religion, gender identity, sex, sexual preference, sexual identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, military status, or any other characteristic protected by federal, state, or local law, rule, or regulation.

• Overseeing financial planning, reporting, performance monitoring, payroll oversight, and internal control processes • Lead budgeting, forecasting, and financial modelling processes • Monitor financial performance and identify key business drivers • Provide strategic insights to leadership to support decision-making • Develop KPIs and performance dashboards • Oversee monthly, quarterly, and annual reporting cycles • Ensure accuracy, completeness, and compliance with accounting standards • Manage variance analysis and financial commentary • Strengthen internal controls and financial processes • Oversee payroll processes and ensure accuracy in salary and benefits management • Monitor personnel cost allocation and reporting • Support financial risk assessment and mitigation strategies • Act as a finance business partner to senior leadership • Support project profitability analysis and cost optimisation • Contribute to strategic planning and growth initiatives • Improve financial systems, reporting structures, and automation processes

• Support corporate and project controlling activities • Contribute to the monthly reporting process • Support the budget and forecast process • Further develop controlling tools and instruments • Quality assurance of numbers, data and processes • Support the implementation of digital tools