Certified Public Accountant, CPA

Job Description:

  • Oversee full-cycle accounting including Accounts Receivable (A/R), Accounts Payable (A/P), and general ledger management
  • Prepare and review monthly and ongoing financial statements (Income Statement, Balance Sheet, Cash Flow)
  • Ensure accurate bank and credit card reconciliations in QuickBooks Online
  • Maintain compliance with accounting standards and best practices
  • Manage invoicing and inventory workflows between ServiceTitan and QuickBooks Online
  • Ensure accurate data flow following the system conversion completed last May
  • Review, reconcile, and resolve discrepancies between ServiceTitan and QBO
  • Maintain financial integrity across all systems used
  • Monitor and help stabilize cash flow, identifying risks and improvement opportunities
  • Prepare and manage budgets, including tracking actuals versus projections
  • Develop and maintain sales and revenue pipeline reports
  • Support forecasting and planning for growth
  • Prepare pipeline and potential sales reports for leadership
  • Provide financial insights to support pricing, operations, and sales decisions
  • Assist ownership with financial strategy and long-term planning
  • Work collaboratively with internal stakeholders (including existing internal support handling reconciliations)
  • Identify opportunities to improve accounting processes, reporting accuracy, and system efficiency
  • Support audits, reviews, or external CPA coordination as needed

Requirements:

  • Active CPA license (required)
  • Proven experience in construction, trades, or service-based businesses
  • Strong hands-on experience with ServiceTitan (strongly preferred)
  • Advanced proficiency in QuickBooks Online (QBO)
  • Solid understanding of job costing, inventory, and trade-based accounting
  • Experience managing budgets, cash flow, and financial reporting
  • Comfortable working within a Remote Desktop environment
  • Strong analytical, organizational, and communication skills
  • Ability to work independently and advise ownership with confidence

Benefits:

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