
51 - 200 employees
Founded 1951
💼 Consulting
🏗️ Construction
🏥 Healthcare
Consulting • Construction • Healthcare
PP&Co is a professional services and accounting firm operating under the Petrinovich Pugh & Co. , LLP and PPCo Advisors LLC brand, headquartered in San Jose with an office in Santa Cruz. The firm provides licensed CPA attest services as well as tax, advisory, wealth management, assurance, international tax, and industry-specific consulting (including construction, real estate, and hospitality). PP&Co serves both individual and business clients, offering tax planning and compliance, financial and wealth management, audit/assurance, and technology and data analytics solutions to help clients manage operations and growth.
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51 - 200 employees
Founded 1951
💼 Consulting
🏗️ Construction
🏥 Healthcare
Consulting • Construction • Healthcare
PP&Co is a professional services and accounting firm operating under the Petrinovich Pugh & Co. , LLP and PPCo Advisors LLC brand, headquartered in San Jose with an office in Santa Cruz. The firm provides licensed CPA attest services as well as tax, advisory, wealth management, assurance, international tax, and industry-specific consulting (including construction, real estate, and hospitality). PP&Co serves both individual and business clients, offering tax planning and compliance, financial and wealth management, audit/assurance, and technology and data analytics solutions to help clients manage operations and growth.
• Serve as the primary accounting contact for an assigned client portfolio, managing bookkeeping and financial reporting. • Oversee and perform month-end close procedures, including journal entries, account reconciliations, and variance analysis. • Prepare and deliver monthly, quarterly, and/or annual financial statements according to client engagement terms. • Maintain and reconcile the general ledger in QuickBooks Online. • Coordinate with offshore bookkeeping, AR, AP, and payroll teams. • Develop and maintain strong working relationships with assigned clients. • Communicate with clients regarding financial results, open items, and deadlines. • Identify and escalate complex client issues or advisory opportunities. • Work with the Team Lead to ensure deliverables meet quality standards and deadlines. • Train and mentor junior staff and offshore team members as needed. • Contribute to improving internal processes, workflows, and documentation standards.
• Bachelor's degree in Accounting, Finance, or a related field required • Minimum 3–5 years of accounting experience, preferably in public accounting or outsourced accounting services • Proficiency in QuickBooks Online required • Experience with QBO Advanced or multiple QBO entities is a plus • Strong understanding of GAAP and general accounting principles • Ability to manage multiple client deadlines simultaneously • Professional written and verbal communication skills • Strong organizational skills and attention to detail
• Supportive, collaborative, high-integrity team environment • Personal and professional growth opportunities • Career advancement opportunities • Team development investment • Opportunities to contribute ideas to meaningful projects and initiatives
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