Client CPA Advisor

Company Description

Crulliance is a fast-growing CPA and advisory firm specializing in veterinary practices. We partner with practice owners to deliver proactive financial guidance, tax strategy, and operational clarity so they can build profitable, scalable, and legacy-driven businesses. Please visit our website: www.crulliance.com.

Role Description

We are seeking a Veterinary CPA Advisor who thrives in a fast-paced environment, enjoys solving complex problems, and takes ownership of client outcomes. This role blends technical accounting, tax oversight, and advisory, while leading a small team and ensuring projects are completed with excellence.

Experience with advisory services in a professional setting is an asset.

Key Responsibilities

Client Advisory & Relationship Management

• Serve as the primary advisor for a portfolio of veterinary clients
• Lead client meetings via Zoom and phone to review financials, performance, and strategy
• Provide proactive recommendations on cash flow, profitability, and growth decisions
• Translate financial data into clear, actionable insights for business owners

Accounting Oversight

• Review monthly financials for accuracy, completeness, and timeliness
• Ensure proper classification, reconciliations, and adherence to firm standards
• Guide bookkeepers on complex transactions, adjustments, and clean-up work
• Identify trends, risks, and opportunities within client financials

Tax Planning & Preparation Oversight

• Oversee tax preparation for S-Corps, Partnerships, and C-Corps
• Review tax returns for accuracy and compliance
• Develop and deliver proactive tax strategies to minimize client liabilities
• Coordinate with tax preparers to ensure deadlines and quality standards are met

Team Leadership & Project Management

• Manage and mentor bookkeepers and tax preparers assigned to your clients
• Ensure all projects are completed on time, within scope, and at a high standard
• Monitor workflow, identify bottlenecks, and proactively solve issues
• Maintain accountability across the team for deliverables and communication

Operational Excellence

• Ensure all client work is organized, documented, and aligned with firm SOPs
• Communicate clearly and consistently with both clients and internal team members
• Proactively identify inefficiencies and recommend process improvements

Qualifications

• Active CPA license (required)
• 4–5 years of experience in public accounting or advisory
• Strong experience with:
• QuickBooks Online
• Tax preparation and review (S-Corps, Partnerships, C-Corps)
• Experience advising clients via Zoom, phone, or virtual platforms
• Proven ability to manage multiple clients and deadlines simultaneously

Core Competencies & Skills

• Problem Solver: Able to think critically, identify root causes, and implement solutions quickly
• Ownership Mentality: Takes full responsibility for client outcomes and team performance
• Fast-Paced Execution: Works efficiently without sacrificing quality
• Independent Thinker: Requires minimal hand-holding and makes sound decisions
• Strong Communicator: Clear, concise, and professional in both written and verbal communication
• Leadership: Able to guide, coach, and hold team members accountable
• Attention to Detail: High standards for accuracy and completeness
• Client-Focused: Builds trust and delivers exceptional client experience

Preferred (Not Required)

• Experience working with veterinary practices or healthcare clients
• Experience with financial advisory, KPI analysis, or fractional CFO services
• Familiarity with tools such as QuickBooks Online, Financial Cents, and client communication platforms

What Success Looks Like

• Clients receive timely, accurate financials and proactive insights
• Tax strategies are implemented effectively, reducing client tax burden
• Projects are completed on time with minimal follow-up required
• Internal team operates smoothly with clear direction and accountability
• Clients view you as a trusted advisor—not just a CPA

Why Join Crulliance

• Be part of a growing, specialized firm with a strong niche in veterinary medicine
• Work directly with business owners and make a real impact on their success
• Opportunity to grow into a leadership role as the firm expands
• Collaborative, high-performance culture focused on excellence and accountability

Compensation - $80k-$140k