Certified Public Accountant (CPA)

• 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

• 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

Remote Raven