Full-Time

Account Manager

Crete Professionals Alliance

Crete Professionals Alliance

51-200 employees

Strategic alliance for non-attest accounting firms

Compensation Overview

$85k - $95k/yr

+ CPA exam bonuses

Los Angeles, CA, USA

In Person

In-person 5 days a week; non-remote.

Category
Sales & Account Management (1)
Required Skills
Quickbooks
Word/Pages/Docs
Excel/Numbers/Sheets
Requirements
  • 3+ years of experience working in business management or accounting
  • Experience in the music industry strongly preferred
  • Strong understanding of bookkeeping and accounting principles
  • Experience managing financial workflows and reviewing work of junior staff preferred
  • In-person 5 days a week (non-remote)
  • Strong proficiency in Microsoft Office (Outlook, Excel, Word)
  • Strong proficiency with accounting software – AgilLink, QuickBooks Desktop, or QuickBooks Online
  • Experience with preparation of 1099 forms
  • Strong attention to detail
  • Strong written and verbal communication skills
  • Ability to manage and prioritize multiple tasks
  • Ability to work overtime if necessary
Responsibilities
  • Manage day-to-day financial operations for assigned clients
  • Review bookkeeping work, including bank and credit card reconciliations
  • Oversee accounts payable and accounts receivable (bill pay & invoicing)
  • Serve as a primary point of contact for clients and their representatives (managers, attorneys, agents, etc.)
  • Review and reconcile intercompany accounts
  • Prepare and review payroll reports
  • Prepare commissions schedules
  • Assist with preparation and review of 1099 forms
  • Assist with tour accounting and reporting as needed
  • Coordinate with tax team regarding tax planning and compliance matters
  • Assist with credit applications and other financial documentation
  • Prepare financial reports and Excel schedules for clients and internal review
  • Help prioritize workflow and ensure deadlines are met
  • Maintain organized financial records and documentation
  • Ability to prioritize and stay organized in a fast-paced environment
  • Ability to work collaboratively within a team and communicate efficiently
Crete Professionals Alliance

Crete Professionals Alliance

View

Crete PA partners with non-attest arms of U.S. accounting firms, letting firms keep their brand and leadership while gaining centralized back-office, technology, and capital support. Revenue comes from 20+ partner firms totaling over $300 million annually, with Crete PA providing tax, advisory, and other non-attest services via subsidiaries and partner firms handling audits. Founded in 2023 by Jake Sloane and Frank Zhang, the firm secured a May 2024 investment from Thrive Capital and Bessemer Venture Partners to boost AI and technology. Its growth plan includes investing over $500 million to acquire more U.S. firms, taking majority stakes while allowing original owners to retain minority equity to stay involved, aiming to create a larger network that competes with bigger platforms while preserving local culture.

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

Tampa, Florida

Founded

2023

Simplify Jobs

Simplify's Take

What believers are saying

  • Reid Advisors doubled revenue to $55M via six Crete-backed acquisitions.
  • Think Advisors adds R&D tax credit expertise across nationwide network.
  • Cabrillo Advisors expands California footprint with specialized valuation services.

What critics are saying

  • Intapp locks Crete into outdated tech, blocking AI gains in 6-12 months.
  • Bessemer diverts to Pilot.com, competing on bookkeeping in 12-18 months.
  • SEC audits expose non-attest gaps, forcing $100M revenue divestitures.

What makes Crete Professionals Alliance unique

  • Crete PA invests in non-attest arms using alternative practice structures.
  • Partners retain local brands, leadership, and culture with national resources.
  • Backed by Thrive Capital and Bessemer for AI-driven accounting innovation.

Help us improve and share your feedback! Did you find this helpful?

Your Connections

People at Crete Professionals Alliance who can refer or advise you

Benefits

Health Insurance

401(k) Retirement Plan

Paid Vacation

Flexible Work Hours

Remote Work Options

Wellness Program

Mental Health Support

Conference Attendance Budget

Professional Development Budget

Hybrid Work Options

Stock Options

Company Equity

Life Insurance

Short-term Disability

Long-term Disability

Paid Holidays

PTO/vacation

Employee Discounts

Meal Benefits

Phone/Internet Stipend

Growth & Insights and Company News

Headcount

6 month growth

2%

1 year growth

3%

2 year growth

4%
The Associated Press
Jan 29th, 2026
Reid Advisors doubles revenue to $55M through Crete-backed acquisitions across New York and Southeast

Reid Advisors, a Long Island-based accounting firm, has expanded significantly since joining Crete Professionals Alliance in February 2024, growing its revenue from approximately $25 million to $55 million through strategic acquisitions. The firm completed six acquisitions between January 2025 and January 2026, strengthening its New York presence and entering the Southeast market. Notable additions include Housman & Elezovic, Rosenberg & Manente, MJ Berger, and HKMP in New York, plus McDowell-Perham and Barb & Company in South Carolina, collectively adding approximately $20 million in revenue. Reid leveraged Crete's platform for capital, operational support and technology whilst maintaining local leadership. The expansion demonstrates how Crete's model enables large accounting firms to scale through acquisition whilst preserving client relationships and firm culture.

Crete Professionals Alliance
Aug 26th, 2025
Cabrillo Advisors Joins Crete Professionals Alliance, Expanding National Network and Enhancing Client Capabilities

Crete expands its California footprint and adds valuation services by partnering with San Diego-based Cabrillo Advisors

Business Wire
May 6th, 2024
Crete Professionals Alliance Reimagines Accounting for the 21st Century

Crete Professionals Alliance (“Crete PA”), an alliance of accounting and professional services firms, announced today that it has raised strategic cap

Business Wire
May 2nd, 2024
Crete Professionals Alliance Reimagines Accounting for the 21st Century

TAMPA, Fla.-(BUSINESS WIRE)-Crete Professionals Alliance ("Crete PA"), an alliance of accounting and professional services firms, announced today that it has raised strategic capital in a round led by Thrive Capital and Bessemer Venture Partners.