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Outsourced Controller – Client Accounting Advisory Services (CAAS)

September 9, 2026

Who We Are About Ascend Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit Lucas Horsfall Have you dreamt about a career in public accounting with work-life balance? Enjoying the diversity of clients and the challenging work public accounting offers with the added benefits of professional growth and opportunity for advancement? Have you experienced a culture that is fun and diverse offering an authentic family feel with people that truly care about you and your professional development? Lucas Horsfall is that CPA firm. Celebrating our 68th year anniversary in 2025, we attribute our exceptional growth and low turnover to our appreciation of our people and clients. This growth has provided a need for an Outsourced Controller – Client Accounting Advisory Services (CAAS) to help deliver personal and experienced service to our vast array of clients. The Role As Outsourced Controller within our CAAS practice, you'll function as the embedded Controller for a portfolio of client companies — owning the accounting function end-to-end rather than advising from the sidelines. You'll drive monthly close, financial reporting, budgeting, and internal controls for your clients, while mentoring and developing the staff and seniors who support you. This is a hands-on leadership role for someone who wants the variety of running finance for multiple companies, without sacrificing work-life balance, career flexibility, or the backing of a well-resourced firm. Key Responsibilities <ul><li>Own full-cycle monthly close and financial statement preparation for a portfolio of clients, functioning as their embedded Controller.</li><li>Set and enforce the close calendar, proactively resolving issues that threaten timely delivery, and lead recurring month-end review meetings with clients.</li><li>Serve as the primary point of accountability for client, staff, and partner communication and follow-through.</li><li>Design and implement internal control frameworks tailored to each client, identifying and remediating weaknesses proactively.</li><li>Lead clients through financial statement audits, ensuring accurate, audit-ready year-end close and account analysis.</li><li>Own the budgeting process for clients — building budgets, monitoring actuals against plan, and advising leadership on variances and corrective action.</li><li>Provide advisory and technical expertise across tax service delivery, purchase accounting (including M&A transaction support), and payroll advisory, including payroll tax compliance and research.</li><li>Recruit, train, and develop staff and seniors, building bench strength across the department.</li><li>Contribute to departmental strategy and high-level decision-making as the practice grows. </li></ul>Required Qualifications <ul><li>5+ years of accounting/finance leadership experience in public accounting, industry, or a combination of both. </li><li>2+ years of experience training and supervising staff.</li><li>Must have prior experience working with clients across various industries, including, but not limited to, manufacturing, nonprofit organizations, and SaaS (Software as a Service) companies. The ability to understand and navigate the unique accounting, compliance, and advisory needs of each sector is essential to success in this role.</li><li>Proficiency across multiple accounting platforms including QuickBooks Online, Bill.com, NetSuite, and similar tools.</li><li>BA/BS degree in accounting or equivalent from an accredited university.</li><li>Capable of working in a demanding, deadline-driven environment either independently or within a team dynamic while effectively managing unexpected issues and/or questions in a professional manner. </li></ul>Preferred Qualifications <ul><li>Licensed and currently active CPA.</li><li>Master’s degree in accounting or equivalent.</li><li>Prior CAAS background. The ideal candidate will come from an established Accounting and Advisory Services department. </li><li>Experience building and growing an offshore team. </li></ul>What We Offer As a firm, we offer great benefits, a competitive salary and tuition reimbursement for advanced education. Headquartered in Pasadena, CA with offices in Encino and Irvine, Lucas Horsfall is a growing CPA and consulting firm focused on tax, audit, and consulting needs. Explore the opportunities that await you today! Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth: <ul><li>Flexible PTO</li><li>Excellent Voluntary Insurance Options</li><li>401(k) Matching</li><li>Discretionary Bonus</li><li>Commitment to Professional Development</li><li>Meaningful work that makes a difference in our clients' lives </li></ul>How To Apply Submit your information in the application section directly below! This will include: <ul><li>Basic contact information</li><li>Resume/CV and optional cover letter upload</li><li>Work eligibility, credentials, and compensation</li><li>Voluntary demographic & self-ID questions </li></ul>For further questions or inquiries about the role, please reach out to Aidan Jebson, Sr. Recruiter at ajebson@ascendtogether.com. The pay range for this role is $140,000 - $155,000 per year. This range includes the anticipated low and high end of the pay range for this position. Actual compensation may vary based on various factors, including experience, education, and/or skill level. At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...