Josh LanceJosh Lance

We Are Hiring!

We are excited to announce that we are hiring for an accounting associate/administrator to start immediately!  The position will start out as part-time at 10 to 15 hours a week.

This position is a newly created position.  This means that exact roles and responsibilities that you will have may change as needed and may be different than what is described below.  We need someone that can handle the flexibility this position requires.  This position will also require the person to take ownership over certain areas of the firm with minimal supervision.   You will have the latitude to create and innovate within this position.  You will not be doing the same things each day.  Here are some of the job responsibilities envisioned for this position.

  • Organize our internal records, from administering our customer relationship management program to recreating and maintaining our electronic file structure.
  • Prepare invoices to send to our clients.
  • Work with Managing Director in delivering outsourced accounting services to our clients.
  • Assist in the workflow process during tax season
  • Assist with our marketing efforts, including website and newsletter content
  • Other items and projects as necessary

If you are interested in this position, please review the job requirements and apply!

About Josh Lance

A licensed certified public accountant (IL) and Chartered Global Management Accountant, Josh is also a family man who calls Chicago home.  Before venturing on his own with a mission to help small businesses, Josh spent his early career at a top-10 national public accounting firm before working at an ultra high net worth family office.  Josh is also an adjunct professor at Northwestern University in Evanston, IL.  He enjoys making wine at home, cooking, traveling, and cheering on his favorite football and soccer teams. Josh was honored by being selected to the 2017 class of the AICPA Leadership Academy and was named as one of the 40 under 40 in 2017 by CPA Practice Advisor.