Trident Cpa Services, Llc
Trident CPA Services is a boutique, remote-first CPA and advisory firm serving dental practice owners nationwide. We built Trident around one idea: public accounting doesn’t have to run on chaos. Our model prioritizes planning, process, and discipline — not adrenaline. The result is a calm, high-trust environment where exceptional professionals can do their best work without burnout. What Makes Us Different • We complete most client work months before extended filing deadlines — every year. • We focus on continuous process improvement, refining our systems annually. • We operate remotely with structure and accountability, not micromanagement. • We hold firm to healthy workloads and predictable schedules. • We invest in lasting client and teammate relationships — not constant turnover. Who Thrives Here Experienced CPAs and tax professionals who value stability, precision, and professional respect. Our team members have learned from the traditional grind and now choose a better model: one built for consistency, autonomy, and balance. Our Structure • Compensation: competitive within our remote-first, process-driven model. • Benefits: monthly stipend for home-office expenses. • Culture: peer-level collaboration, twice-yearly retreats, and continuous improvement. We’re small by choice, not by limitation. That’s how we maintain the discipline, connection, and quality our clients — and our team — deserve.
7-day free trial · no credit card
Verified contacts
8
available on Kipplo
LinkedIn employees
9
1 to 10 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
0
tools in use
Monthly traffic
381
organic / mo
Sign up free to see all 8 verified contacts at Trident Cpa Services, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- JZ
James Zenk
Owner and Principal · Finance & Accounting
EmailPhone - BE
Bill Elliott
Client Lead · General Business & Management
EmailPhone - JZ
Jim Zenk
Owner · General Business & Management
EmailPhone - KO
Kate Oleary
&, · Other
EmailPhone - SS
Susan Stanley
,, · Other
EmailPhone - AH
Anne Hlasney
Integrator, Operations · Operations
EmailPhone
Showing 6 of 8 verified contacts
Top roles at Trident Cpa Services, Llc
8 distinct titles indexed · top 8 shown.
- 1&,
- 1,,
- 1client lead
- 1integrator, operations
- 1office manager
- 1owner
- 1owner and principal
- 1trident cpa services, llc
Sign up to unlock all 8 contacts at Trident Cpa Services, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 8 verified contacts at Trident Cpa Services, Llc
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.