Well-defined financial roles lead to accountability, efficiency, and better internal controls. At Orsak Langner & Barthel PLLC, we help Texas-based organizations create clear, professional job descriptions for financial positions — from bookkeepers to CFOs — tailored to your size, industry, and reporting structure.

Whether you’re hiring for a new finance role, restructuring responsibilities, or preparing for an audit or funding review, it’s critical to define who does what — and how they do it. Clear job descriptions ensure that duties are not only assigned, but also understood, documented, and aligned with your internal control framework.

We help clients:

• Define roles for bookkeepers, controllers, CFOs, and finance support staff
• Distinguish responsibilities between operational and oversight functions
• Align roles with segregation of duties and fraud prevention policies
• Prepare job descriptions for board or HR approval
• Integrate job roles with Policies & Procedures and Internal Control Documentation

• Small and mid-sized businesses growing their internal finance team
• Nonprofits seeking to formalize responsibilities for audits or grants
• Executives and boards redefining roles during restructuring
• Organizations hiring part-time or fractional financial support

Whether you’re building out a full finance department or simply clarifying responsibilities across a lean team, Orsak CPAs helps you document and implement financial job descriptions that make sense — and reduce risk.

Financial job descriptions are more than HR tools — they’re internal control documents. At Orsak Langner & Barthel PLLC, we help organizations define and document who is responsible for what, ensuring every financial function is clearly assigned, appropriately structured, and understood by leadership, auditors, and staff alike.

This service is especially valuable when:

• Scaling from a one-person finance team to multiple roles
• Separating operational tasks from approval or oversight duties
• Preparing for an audit or internal control review
• Implementing new financial systems or responsibilities
• Transitioning from outsourced to in-house accounting (or vice versa)

• Assessment of Current Financial Roles: We review who is currently doing what and where role confusion or overlap exists.
• Custom Job Description Drafting: We prepare tailored descriptions for each role, including responsibilities, required skills, reporting structure, and financial authority.
• Internal Control Alignment: We structure descriptions to support segregation of duties — helping you reduce risk of error or fraud.
• Integration with Policies & Procedures: We connect job functions to existing processes and policies to ensure consistency.
• Board or HR Support: We prepare final versions for internal adoption, leadership review, or job postings.

We can assist with both standard roles (e.g., Bookkeeper, Controller, CFO) and hybrid or fractional roles for lean teams.

• Bookkeeper / Finance Coordinator: Handles transactional entries, reconciliations, and support functions.
• Controller / Accounting Manager: Oversees month-end close, reporting accuracy, and procedural integrity.
• Chief Financial Officer (CFO): Leads budgeting, forecasting, compliance, and financial strategy.
• Executive Director or Owner Roles:** When financial duties are embedded in top-level leadership.

At Orsak Langner & Barthel PLLC, we bring operational clarity to financial teams. We’ve worked with growing businesses and nonprofits across Texas to bring structure, accountability, and confidence to their internal finance departments — whether in preparation for an audit, a key hire, or a transition in leadership.

With Orsak CPAs, you get:

• Role definitions designed by financial professionals — not generic templates
• Integration with broader financial policies, controls, and reporting goals
• Clarity that improves operations, training, and compliance
• A responsive Houston-based CPA team that understands real-world financial needs