Refractional CFO LLC Intern Saint George, UT · Intern Company website

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Refractional CFO is a specialized financial services firm that provides bookkeeping, tax, and fractional CFO services to independent optometry practices across the U.S. We’re more than just accountants—we’re strategic partners who help doctors bring clarity to their numbers, confidence to their decisions, and growth to their practices.

Our team is fully aligned with the EOS (Entrepreneurial Operating System) model, and we take pride in creating a culture of ownership, accountability, and people-first service. We believe in accuracy, responsiveness, and treating every client and team member with care and respect.

Whether we’re closing a set of books, reviewing a tax return, or preparing a dashboard, we show up with stewardship, clarity, and a drive to make financial information meaningful. If you’re looking for a firm where your work matters, your voice is heard, and your growth is supported—you’ll fit right in.

Position Overview

We are seeking a motivated and detail-oriented Intern to join our team. This role is designed to provide hands-on experience in a fast-growing accounting and advisory firm. The Intern will support bookkeeping, tax preparation, financial analysis, and business operations, while gaining exposure to real-world client service and firm processes.

Responsibilities

• Assist with bookkeeping tasks, including data entry, reconciliations, and financial reviews in QuickBooks Online.
• Support the preparation of tax workpapers, client files, and basic compliance research.
• Contribute to financial dashboard creation and analysis to provide insights for client meetings.
• Help document workflows, SOPs, and internal quality-control processes.
• Perform research on industry trends, tax planning strategies, and financial best practices.
• Provide general administrative support to the team, including preparing client deliverables, scheduling, and data organization.

Qualifications

• Current student in Accounting, Finance, Business, or a related field.
• Strong attention to detail and accuracy in working with numbers.
• Proficiency in Microsoft Excel/Google Sheets; familiarity with QuickBooks Online is a plus.
• Excellent organizational, time-management, and communication skills.
• Self-starter with a willingness to learn, ask questions, and take ownership of tasks.

What We Offer

• Hands-on experience with real client engagements in a specialized accounting niche.
• Mentorship from experienced CPAs, bookkeepers, and CFO advisors.
• Flexible scheduling to accommodate academic commitments.
• Exposure to modern cloud-based tools (QuickBooks, Gusto, Keeper, EdgePro, etc.).
• Opportunity to grow into a long-term role within the firm.