CPA+Apps+Experience = Customer Success
AICPA – PCPS, CAQ Member Firm
Xero Cloud Integrators and Silver Accounting Partner
Google For Work, Google For Education, Chrome Partner
workflowMAX, Salesforce and Clio platforms
Certified on 60 Best of Breed Cloud Technologies
Limited to: Hedge Fund/Private Equity, Distressed Assets/Debt, Real Estate, Tech Start-Up and Professional Services
Established in 1998.
Established after the owner left Arthur Andersen where he was a Tax Partner. The firm has extensive experience in four industries. Jordan has a national reputation for pass-thru entity [partnership, LLC and S-Corp] taxation, real estate and cashflow driven waterfall structures.
The firm was a pioneer with architecting business process solutions in the Salesforce, Google Apps For Work, QuickBooks Online and Xero ecosystems.
Not a typical CPA or IT firm…..if your needs match their skills its a win