Experience

JD Tax & Accounting Advisors

• United States
• Accounting
• 1 - 100 Employee

• Chief Executive Officer

  • Aug 2016 - Present

  Our mission is to help businesses stay organized and increase profits by establishing an Accounting system and Tax strategy. This will allow businesses to cut costs and minimize their tax liability at the end of the year. ABC's to Financial Management: Accounting - QuickBooks is the #1 accounting software for small businesses. Recommended by myself and other top accounting professionals for its intuitiveness and accessibility, QuickBooks allows you to manage your accounts via phone and laptop. Bookkeeping - I can’t explain enough how important it is to keep track of your expenses so you know who, what, where, when, and how you spend your money. Hiring a professional like myself to oversee your transactions will save you time and money, which is crucial for small businesses to be profitable. CFO - The role of the CFO is simple. It’s to produce and present accurate financial statements while managing the financial operation of your business. This role includes tracking all invoices (Sales) and bills (Expenses), further creating an efficient workflow for you. Most importantly, we create and manage a budget for you that will all you to cut costs and save on your tax bill. www.jdtaxaccounting.com Show less


NOMO Foundation
• United States
• Non-profit Organization Management
• 1 - 100 Employee
• Chief Financial Officer

  • Dec 2022 - Present


KWPhilly

• United States
• Real Estate
• 1 - 100 Employee

• Accountant

  • Dec 2022 - Present

  Preferred Vendor for KW Mainline Preferred Vendor for KW Mainline

• Accountant

  • Dec 2019 - May 2021

  I provide Bookkeeping and Budgeting services to the KW Philly Agents, Investors and Partners that will allow them to save time, cut costs and increase their bottom line. . To learn more about the #1 Brokerage in Philadelphia, please visit www.phillykw.com I provide Bookkeeping and Budgeting services to the KW Philly Agents, Investors and Partners that will allow them to save time, cut costs and increase their bottom line. . To learn more about the #1 Brokerage in Philadelphia, please visit www.phillykw.com


Kensington Management Services, Inc.
• United States
• Staffing and Recruiting
• 1 - 100 Employee
• Division Director

  • May 2019 - Dec 2019


Staffmore, LLC

• United States
• Staffing and Recruiting
• 1 - 100 Employee

• Business Development Director

  • Jun 2017 - Nov 2018

  Starting as a consultant, I seen an opportunity for Staffmore to grow. I was brought on as the Business Development Director to help change the culture and grow the brand. I was able to secure contracts and build a relationships with major Social Service Organizations in Philadelphia. Starting as a consultant, I seen an opportunity for Staffmore to grow. I was brought on as the Business Development Director to help change the culture and grow the brand. I was able to secure contracts and build a relationships with major Social Service Organizations in Philadelphia.



The Atlantic Group

• United States
• 1 - 100 Employee

• Accounting & Finance Recruiter

  • Nov 2016 - May 2017

  I wanted to interact with the people who I did business with. I learned so much working in Public Accounting but I needed to be somewhere I can be in front of people. The Atlantic Group allowed me the opportunity to meet and help my fellow accountants find the next job in their career. Thank you Steve, Brandon, and Shilpa. I wanted to interact with the people who I did business with. I learned so much working in Public Accounting but I needed to be somewhere I can be in front of people. The Atlantic Group allowed me the opportunity to meet and help my fellow accountants find the next job in their career. Thank you Steve, Brandon, and Shilpa.



EisnerAmper LLP

• United States
• Investment Banking
• 1 - 100 Employee

• Senior Tax Associate

  • Jan 2015 - Jul 2016

  During my time at Eisner, I worked primarily with Real Estate Partnerships and High Net Worth individuals. I helped create tax planning strategies for our clients and I served as a mentor to interns and first-year staff. During my time at Eisner, I worked primarily with Real Estate Partnerships and High Net Worth individuals. I helped create tax planning strategies for our clients and I served as a mentor to interns and first-year staff.



BDO USA, LLP

• Accounting
• 1 - 100 Employee

• Experienced Tax Associate

  • Aug 2013 - Dec 2014

  My responsibilities at BDO included Tax Compliance, Tax Review, and Tax Planning for high net worth individuals. In addition, I was given the task to visit different colleges and career fairs to represent BDO and recruit internship candidates. Outside of my responsibilities, I was able to start a basketball team to compete in a CPA league that included the Big 4, Grant Thornton and RSM. My responsibilities at BDO included Tax Compliance, Tax Review, and Tax Planning for high net worth individuals. In addition, I was given the task to visit different colleges and career fairs to represent BDO and recruit internship candidates. Outside of my responsibilities, I was able to start a basketball team to compete in a CPA league that included the Big 4, Grant Thornton and RSM.



Elko & Associates

• Accounting
• 1 - 100 Employee

• Tax Associate

  • Oct 2012 - Aug 2013

  I worked in the Tax and Accounting service group for our privately held companies and individual clients. My responsibilities included monthly and quarterly write-up, payroll, tax planning, and tax compliance. I worked in the Tax and Accounting service group for our privately held companies and individual clients. My responsibilities included monthly and quarterly write-up, payroll, tax planning, and tax compliance.


SEI
• China
• Industrial Machinery Manufacturing
• Hedge Fund Analyst

  • Aug 2011 - Oct 2012