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Careers at Moneywell

At Moneywell, we do things differently. Accounting Technicians are the primary contact with clients and determine when and how a CPA-designated accountant is needed. They share in the revenue earned from client files, and so it is not an employee relationship. CPA partners of the firm define the policies that all Accounting Technicians adhere to and enforce quality management.

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Why Work With Us?

Whether you are wanting to become a CPA Partner or build your own office and team, Moneywell is where you can develop the advanced accounting and leadership skills.

A Career Framework Built for Growth
 

  • Real-World Mentorship: Learn directly from CPAs in client meetings and strategy sessions.

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  • Skill Development: Gain CFO-level insights, tax planning strategies, and software mastery.

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  • Collaborative Learning: Routine coaching sessions and mentorship for ongoing improvement.

Image by Paige Cody
Freelancer Working from Home

Positions
 

Moneywell HQ

  • Marketing

  • Quality Management

  • Technical Support

  • Recruitment

Accounting Technicians

  • Software configuration and support

  • Training/coaching of client's staff

  • Reviewing bookkeeping

  • Fill-in for bookkeeper

  • Tax preparation and filing

CPA Partners

  • Tax planning

  • Tax filing review

  • Compilation

  • Mentoring/coaching

  • Policy maintenance

Bookkeepers

  • Data entry

  • Payroll

  • Inventory

  • Sales tax

  • Bank reconciliation

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