Certified Public Accountant (CPA)

About the Role We are seeking an experienced Certified Public Accountant (CPA) to oversee and manage the full financial operations of a growing service-based construction company. This role goes beyond traditional bookkeeping and focuses on financial oversight, system integration, cash flow stabilization, and forward-looking reporting. The ideal candidate has hands-on experience with ServiceTitan and QuickBooks Online, understands job-based accounting, and can provide financial insights that support operational and sales decision-making. This position operates within a Remote Desktop environment and works closely with ownership.

Key Responsibilities Accounting & Financial Management • 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

ServiceTitan & Systems Oversight • 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

Cash Flow, Budgeting & Forecasting • 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

Reporting & Business Insights • 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

Collaboration & Process Improvement • 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

Qualifications • 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