Open to opportunities

Chad Emerson

@chademerson

Message

Senior Accountant and Accounting Manager focused on delivering client accounting and advisory insights.

United States

Message

What I'm looking for

I’m seeking a Senior Accountant, Accounting Manager, or Controller role where I can leverage deep technical expertise and a client-advisory mindset—leading full-cycle close, strengthening internal controls, and using process improvement to deliver measurable results.

I’m a results-driven Senior Accountant and Accounting Manager with 10+ years of experience delivering Client Accounting Services (CAS), outsourced accounting, and financial advisory solutions to small and mid-sized businesses. I lead full-cycle accounting operations, improve processes, and translate complex financial data into actionable insights.

In my current Accounting Manager role at Duffy Kruspodin LLP, I manage a portfolio of client engagements across multiple industries and supervise, train, and review staff work to ensure accuracy, efficiency, and GAAP adherence. I oversee month-end close, GL management, account reconciliations, and financial statement preparation, serving as a primary advisor on cash flow management, budgeting, forecasting, and operational performance improvements.

Previously as a Senior Accountant at ORBA, I led month-end and year-end close, prepared and reviewed GAAP financial statements, coordinated tax preparation and planning, and supported audit teams with workpapers and schedules. Earlier at IDC Consulting LLC, I grew the CAS practice over an 8-year tenure by designing scalable CAS offerings, partnering on pricing and go-to-market positioning, and tracking pipeline, conversion rates, and client retention to optimize sales and delivery.

Experience

Work history, roles, and key accomplishments

Accounting Manager

Duffy Kruspodin LLP

Mar 2025 - Mar 2026 (1 year)

Managed outsourced accounting (Client Accounting Services) and delivered financial reporting and advisory to SMB clients across multiple industries. Led full-cycle accounting operations including month-end close, GL management, reconciliations, and financial statement preparation, while advising clients on cash flow, budgeting, and forecasting.

Outsourced Accounting Financial Reporting GAAP Month End Close Year End Close Account Reconciliation Financial Statement Preparation Cash Flow Management Budgeting Forecasting Internal Controls Process Improvement Accounting Automation Quickbooks ERP Systems Client Advisory Tax Coordination Audit Preparation Team Leadership

Senior Accountant

Orba

Nov 2022 - Mar 2025 (2 years 4 months)

Prepared and reviewed GAAP financial statements and led month-end and year-end close activities for a portfolio of clients. Coordinated tax preparation and planning, supported audit engagements with workpapers and documentation, and mentored junior staff.

GAAP Month End Close Year End Close Journal Entries Tax Preparation Mentoring Client Accounting Advisory Services

Senior Accountant / CAS Practice Lead

IDC Consulting LLC

Aug 2015 - Nov 2022 (7 years 3 months)

Led growth of the Client Accounting Services (CAS) practice by developing scalable service offerings and go-to-market strategies to increase revenue and client adoption. Conducted client discovery to translate business needs into tailored accounting and advisory solutions, and tracked pipeline, conversion, and retention metrics to optimize sales and delivery.

Client Accounting Service (CAS)Outsourced Accounting Pricing Strategy Go To Market Strategy Accounting Advisory ROI Analysis Conversion Rate Optimization Client Retention