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Jim L.

Accounting, Business, Tax help from CPA2

Accounting, Business, Tax help from CPA2

$45/hour

About Jim


Bio

Hello. My name is Jim and I find satisfaction in learning. Sharing what I've learned is even more fulfilling. Passing on useful knowledge to another so they can improve their life and even thrive is what makes me happy. This my passion. This is what really gets me jazzed.

When my student gets that "the light bulb just turned on" look on their face, I know we've connected. That signals the start of a productive learning experience. I believe there is no limit to what someone can learn. The...

Hello. My name is Jim and I find satisfaction in learning. Sharing what I've learned is even more fulfilling. Passing on useful knowledge to another so they can improve their life and even thrive is what makes me happy. This my passion. This is what really gets me jazzed.

When my student gets that "the light bulb just turned on" look on their face, I know we've connected. That signals the start of a productive learning experience. I believe there is no limit to what someone can learn. The limitations are usually self-imposed by a lack of confidence or interest. I educate using building blocks that restore the student's confidence and promote enthusiasm in the subject matter.

I've been using Excel for more than fifteen years for financial statement compilation, financial analysis, data mining, and reporting, I teach basic applications or advanced applications, customized to the student's interest and immediate needs.

I've used QuickBooks in a variety of circumstances - Pro, Online, and Enterprise. Whether the student is a beginner or has advanced skills, I address the interest and customize my services accordingly.

I am a Certified Public Accountant with more than 25 years' experience serving emerging and mid-market companies in a variety of industries. Services include financial statement preparation, financial reporting, tax preparation and filing, Contract Controller, business advisor, and start-up director.

If you want to learn fundamental accounting and business concepts, either in general or specific to a particular interest, contact me for an initial assessment to discover if we might be a good match. I look forward to speaking with you.


Education

Bradley University BS
Accounting

Policies


Schedule

Jim hasn’t set a schedule.


Subjects

Business

Business,

Business

I have served as a CFO, Controller, and Director of Finance for more than 12 companies in a variety of industries. I taught International Business to middle -schoolers at the Cottage School, Roswell, GA under the Junior Achievement volunteer program. I have prepared business models for client businesses seeking financing and investors' equity capital. I am a Certified Public Accountant with more than 25 years experience.
Financial Accounting,

Financial Accounting

I'm a C.P.A. with more than 20 years experience as a Controller and Accounting Manager in a variety of industries. I enjoy mentoring and tutoring because Accounting is vital to our economy. It's important that anyone considering an accounting career is educated in both theory and practice.
Managerial Accounting,

Managerial Accounting

I'm a C.P.A. with more than 20 years experience as a Controller and Accounting Manager in a variety of industries. I enjoy mentoring and tutoring because Accounting is vital to our economy. It's important that anyone considering an accounting career is educated in both theory and practice.
QuickBooks,

QuickBooks

I have compiled financial statements for several companies using QuickBooks over the past 10 years. I am a QuickBooks ProAdvisor. My preferred QuickBooks versions are QB Pro and QB Online. I am a Certified Public Accountant with more than 20 years experience and have a thorough knowledge of Generally Accepted Accounting Principles (GAAP).
Tax Accounting,

Tax Accounting

I have prepared income tax returns for individuals, C-Corporations, S-Corporations, and partnerships for more than 20 years. I have prepared Sales/Use tax returns, Payroll tax returns, Business Personal Property tax returns, and Franchise tax returns for corporations in over 30 states. I am familiar with the Internal Revenue Code (IRC) and adept at researching tax topics. I am a Certified Public Accountant with more than 20 years experience in taxation.
Microsoft Excel

Computer

QuickBooks,

QuickBooks

I have compiled financial statements for several companies using QuickBooks over the past 10 years. I am a QuickBooks ProAdvisor. My preferred QuickBooks versions are QB Pro and QB Online. I am a Certified Public Accountant with more than 20 years experience and have a thorough knowledge of Generally Accepted Accounting Principles (GAAP).
Microsoft Excel

Corporate Training

Business,

Business

I have served as a CFO, Controller, and Director of Finance for more than 12 companies in a variety of industries. I taught International Business to middle -schoolers at the Cottage School, Roswell, GA under the Junior Achievement volunteer program. I have prepared business models for client businesses seeking financing and investors' equity capital. I am a Certified Public Accountant with more than 25 years experience.
Tax Accounting,

Tax Accounting

I have prepared income tax returns for individuals, C-Corporations, S-Corporations, and partnerships for more than 20 years. I have prepared Sales/Use tax returns, Payroll tax returns, Business Personal Property tax returns, and Franchise tax returns for corporations in over 30 states. I am familiar with the Internal Revenue Code (IRC) and adept at researching tax topics. I am a Certified Public Accountant with more than 20 years experience in taxation.
Microsoft Excel

Math

Tax Accounting

Tax Accounting

I have prepared income tax returns for individuals, C-Corporations, S-Corporations, and partnerships for more than 20 years. I have prepared Sales/Use tax returns, Payroll tax returns, Business Personal Property tax returns, and Franchise tax returns for corporations in over 30 states. I am familiar with the Internal Revenue Code (IRC) and adept at researching tax topics. I am a Certified Public Accountant with more than 20 years experience in taxation.

Ratings and Reviews


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Contact Jim

Response time: 5 hours

$45/hour

Jim L.

$45/hour

  • No subscriptions or upfront payments

  • Only pay for the time you need

  • Find the right fit, or your first hour is free

Contact Jim

Response time: 5 hours