Trident Cpa

Responsibilities

• Develop annual budgets, rolling forecasts, and cash flow projections that help clients make informed business decisions.
• Analyze financial trends, identify opportunities, and provide proactive recommendations to improve profitability and long-term financial performance.
• Prepare, review, and present monthly Advisory Reports, translating financial data into meaningful business insights for clients.
• Lead monthly Zoom advisory meetings, helping business owners understand their financial performance, compare results to budget, and adjust strategies as needed.
• Collaborate closely with the Tax Team to identify tax planning opportunities and incorporate tax strategies into financial forecasts.
• Monitor key performance indicators (KPIs), profitability, collections, overhead, and cash flow while identifying emerging risks and opportunities.
• Review Profit & Loss statements, balance sheets, and trailing financial reports to identify trends, anomalies, and areas requiring attention.
• Categorize and reconcile transactions, bank accounts, credit cards, loans, and payroll activity.
• Download and reconcile payroll reports and prepare payroll allocations.
• Maintain consistent client communication through email, follow-up, and ongoing financial guidance.

Qualifications

• 7+ years of professional accounting, advisory, or financial management experience (CPA preferred but not required).
• Bachelor's degree in Accounting, Finance, or a related field.
• Strong experience developing budgets, financial forecasts, cash flow projections, and financial models.
• Demonstrated ability to analyze financial statements and translate financial information into actionable business recommendations.
• Comfortable serving as a trusted advisor to business owners and confidently presenting financial information in client meetings.
• Advanced proficiency in Excel with strong analytical and modeling skills.
• Experience with QuickBooks Online (QBO) and payroll platforms such as ADP or Gusto.
• Excellent verbal and written communication skills with a polished, professional business writing style.
• Strong organizational skills with the ability to manage multiple client relationships while maintaining exceptional accuracy and meeting deadlines.
• A proactive, solutions-oriented mindset with a passion for helping business owners achieve their financial goals.
• A collaborative team player who enjoys sharing ideas, mentoring others, and contributing to a positive remote work culture.

Trident CPA Services is a remote-first CPA firm serving business-owner dentists with year-round tax, advisory, bookkeeping, and compliance support. Our team does meaningful technical work, collaborates closely, and advises clients directly.