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Jason P.
$185.00
Expert Business Valuation and Financial Diligence Specialist CPA CVA
$185.00/hr
Specializing in business valuations, small business acquisition consulting, financial due diligence, and financial statement reviews.
Qualifications:
Certified Valuation Analyst, CPA, Certified Life Coach
Master’s Degree in Accounting
Big 4 Accounting Experience
Franchise Owner
Real Estate Investor
Description
Experience:
Owner Barclay Financial:
CPA and Business Valuation firm providing accounting and consulting services. Professionally delivered work product in the following areas:
Business Valuations
Business Sale and Acquisition Consulting
Financial statement prep and review
Comfort & Expert Opinion Letters
Business plan writing
Strategic growth consulting
Financial projection
Financial due diligence
PwC Tax Manager:
Examined and reviewed federal tax forms prepared by interns and associates for completeness and accuracy; including a large consolidated return with over $1 billion in revenues.
Analyzed balance sheets, income statements, and trial balances for necessary M-adjustments and other required book adjusting entries.
Researched tax law for possible tax savings and additional compliance requirements while communicating openly with clients.
Responded to and disputed tax notices from the IRS and other state tax authorities.
Lead interns and associates and educated them on tax concepts and software.
Responsible for the implementation of OneSource tax software across the Missouri market. Led office wide trainings/seminars on how to use and implement the software. Coordinated software implementation with our Global Delivery Support Team in India.
- Store Name: coco used stuff
- Address: Vero Beach, FL 32963, United States (US)
- Phone: 17723214330
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