COO Coach / Operations Architect (AI + EOS + Integrator Experience Required)
We are ready to go to the next level.
We want to double our firm.
But we know we cannot scale without the right infrastructure.
We need stronger SOPs.
- Cleaner systems.
- Clear sales goals.
- Defined KPIs.
- Structured team training.
- Aligned leadership.
- A stronger culture.
We are a 30+ person remote accounting and tax firm, and we are growing fast. But growth without structure creates friction — and we refuse to scale chaotically.
We are looking for a high-level COO coach / operations architect who can help us build the operational backbone required to double this firm the right way.
This is strategic operational leadership.
What We Need:
• Full audit of our current operations
• Creation and refinement of SOPs across all departments
• A complete Operations Manual / Team Handbook
• Clear accountability chart and reporting structure
• Defined sales targets and KPI dashboards
• Marketing department systems and performance tracking
• Team training structure and employee development plans
• HR documentation, onboarding systems, compliance
• Mission, Vision, Core Values refinement
• Culture development for a high-performance remote team
• AI automation integration across workflows
• Strong experience with Asana and operational systems
• EOS / Integrator experience strongly preferred
• Accounting or tax industry experience is a major plus
Engagement Structure:
• 3–4 hours per week reviewing systems and sharing templates
• 2–4 hours per week live strategy calls
• Direct collaboration with the Owner/CEO and our part-time Operations Manager
• You will not manage team members directly
• Our Operations Manager executes based on your direction
We want someone who can identify what truly matters, prioritize correctly, and build the infrastructure required for sustainable scale.
The goal:
A streamlined, high-performance firm where everyone knows their role, KPIs are clear, culture is strong, and operations run smoothly without disconnects.
We are serious about growth.
If this sounds like you — or you know someone perfect — send us a message.
We are building the next level now.
Apply Now
Apply Now
We want to double our firm.
But we know we cannot scale without the right infrastructure.
We need stronger SOPs.
- Cleaner systems.
- Clear sales goals.
- Defined KPIs.
- Structured team training.
- Aligned leadership.
- A stronger culture.
We are a 30+ person remote accounting and tax firm, and we are growing fast. But growth without structure creates friction — and we refuse to scale chaotically.
We are looking for a high-level COO coach / operations architect who can help us build the operational backbone required to double this firm the right way.
This is strategic operational leadership.
What We Need:
• Full audit of our current operations
• Creation and refinement of SOPs across all departments
• A complete Operations Manual / Team Handbook
• Clear accountability chart and reporting structure
• Defined sales targets and KPI dashboards
• Marketing department systems and performance tracking
• Team training structure and employee development plans
• HR documentation, onboarding systems, compliance
• Mission, Vision, Core Values refinement
• Culture development for a high-performance remote team
• AI automation integration across workflows
• Strong experience with Asana and operational systems
• EOS / Integrator experience strongly preferred
• Accounting or tax industry experience is a major plus
Engagement Structure:
• 3–4 hours per week reviewing systems and sharing templates
• 2–4 hours per week live strategy calls
• Direct collaboration with the Owner/CEO and our part-time Operations Manager
• You will not manage team members directly
• Our Operations Manager executes based on your direction
We want someone who can identify what truly matters, prioritize correctly, and build the infrastructure required for sustainable scale.
The goal:
A streamlined, high-performance firm where everyone knows their role, KPIs are clear, culture is strong, and operations run smoothly without disconnects.
We are serious about growth.
If this sounds like you — or you know someone perfect — send us a message.
We are building the next level now.
Apply Now
Apply Now