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Sole ProprietorJan 2019
I am a licensed CPA that worked in tax and business valuation for about 9 years but recently left my corporate job to do digital marketing full time. Utilizing my years of experience, I have created an effective process that will not only generate leads but also convert those leads to the most important aspect of any business, SALES!
Senior Financial AnalystJun 2016 - Jan 2019 (2 years)
•Provided financial analysis and advisory services relating to financial opinions, portfolio valuations, and valuation of business enterprises and their underlying securities across a multitude of industries. •Built discounted cash flow models, utilized in security and enterprise valuations. •Completed analyses and written valuation reports in connection with goodwill (intangible) impairment testing (ASC 350), equity valuations (ASC 820), and purchase price allocations (ASC 805).
Senior Tax AssociateJan 2016 - Jun 2016 (5 months)
• Prepared a variety of tax returns with a focus on individual 1040's, small partnerships and small S-corporation tax returns. • Contacted clients on a daily basis to discuss their returns and address the issues regarding their taxes. • Assisted partner in researching recent tax issues to assist accurate preparation of client's tax returns.
Senior Forensic AssociateJan 2011 - Dec 2016 (5 years)
• Assisted management with the writing of complex detailed reports or abridged summary reports for business valuations in divorce mediations, partnership buyouts, and shareholder disputes. • Maintained the workload of several cases at one time, meeting various deadlines set by the court. • Corresponded with attorneys to request documentation and address needs through the valuation process. • Scheduled, prepared and conducted 1-on-1 interviews of both parties to obtain information for the report.
Accounting and Legal Studies (Double Major)2006 - 2011 (5 years)
Certified Public Accountant (2014)AICPA
Licensed in New Jersey & Pennsylvania
Accredited in Business Valuation (2015)AICPA
Expert in Business Valuatio