Travis Slade, Cpa

Travis Slade, Cpa Email and Phone Number

President @ Rooted Wealth | CPA @ Rooted Wealth
Travis Slade, Cpa's Location
San Clemente, California, United States, United States
Travis Slade, Cpa's Contact Details

Travis Slade, Cpa work email

Travis Slade, Cpa personal email

Travis Slade, Cpa phone numbers

About Travis Slade, Cpa

I'm a CPA. I love helping dental practice owners dig into their numbers. I've also spent a lot of time working on the Employee Retention Credit (ERC).

Travis Slade, Cpa's Current Company Details
Rooted Wealth

Rooted Wealth

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President @ Rooted Wealth | CPA
Travis Slade, Cpa Work Experience Details
  • Rooted Wealth
    President And Founder
    Rooted Wealth Jan 2022 - Present
    San Juan Capistrano, Ca, Us
  • Figure Llc
    Director Of Accounting
    Figure Llc Jan 2022 - Present
  • Thomas Doll
    Principal
    Thomas Doll Feb 2015 - Jan 2022
    Walnut Creek, Ca, Us
    Thomas Doll serves over 1,000 dental and medical professionals across the country. From dental school to retirement we help doctors navigate the financial challenges of their career. We specialize in bookkeeping, tax strategy, financial coaching, payroll, 401k admin, & retirement planning. - Through detailed financial analysis, I advise dentists on purchasing dental practices and other large investments. - I team with new dentists when they become practice owners to help their business thrive. I leverage a variety of financial solutions such as timely financial statements, industry benchmarks, and meaningful key performance indicators (KPIs). - Using cloud-based financial systems, I provide real-time business analysis and financial reports to help dentists make smart choices with their cash and practice expenses.
  • Peak Dentistry - Slo
    Practice Manager
    Peak Dentistry - Slo Aug 2013 - Feb 2015
    San Luis Obispo, Ca, Us
    As the practice manager at Peak Dentistry, I ran the day to day operations of a large dental practice. At Peak, I was responsible for:- Analyzing the business financials and identifying 15% in overhead reduction- Streamlining the accounting process and improving overall efficiency- Managing the practice and debt and capital expenditures
  • Andersen Tax
    Associate, Valuation Services
    Andersen Tax Aug 2012 - Aug 2013
    San Francisco, Ca, Us
    At Andersen Tax, I was responsible for performing detailed analyses of companies and industries for my clients. My duties included:- Performing valuations of business interests in public and private companies- Creating in-depth analyses on various companies, industries, and markets
  • Capital Group
    Summer Associate
    Capital Group May 2011 - Aug 2011
    Los Angeles, Ca, Us
    I analyzed internal processes of our institutional fund investment team and identified process improvements to improve efficiency by 20%. Worked with upper management to understand the impacts, risks, and opportunities of process improvements.

Travis Slade, Cpa Skills

Financial Analysis Financial Modeling Accounting Financial Reporting Financial Accounting Business Valuation Corporate Finance Due Diligence Valuation Strategic Financial Planning Bloomberg Finance Investments Gaap Microsoft Excel Financial Planning Microsoft Office

Travis Slade, Cpa Education Details

  • Brigham Young University
    Brigham Young University
    Accounting

Frequently Asked Questions about Travis Slade, Cpa

What company does Travis Slade, Cpa work for?

Travis Slade, Cpa works for Rooted Wealth

What is Travis Slade, Cpa's role at the current company?

Travis Slade, Cpa's current role is President @ Rooted Wealth | CPA.

What is Travis Slade, Cpa's email address?

Travis Slade, Cpa's email address is tr****@****ors.com

What is Travis Slade, Cpa's direct phone number?

Travis Slade, Cpa's direct phone number is +192528*****

What schools did Travis Slade, Cpa attend?

Travis Slade, Cpa attended Brigham Young University.

What skills is Travis Slade, Cpa known for?

Travis Slade, Cpa has skills like Financial Analysis, Financial Modeling, Accounting, Financial Reporting, Financial Accounting, Business Valuation, Corporate Finance, Due Diligence, Valuation, Strategic Financial Planning, Bloomberg, Finance.

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