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Jason P.

Jason P.

Ballwin, MO
Job Success
Top Rated

Expert CPA & Business Valuation Specialist

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 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. PwC Associate: Prepared federal and state tax returns for a wide variety of entities, including large consolidated corporations, partnerships, s-corps, LLCs, trusts, and individuals. HealthSource Franchise Owner: Interviewed and staffed all necessary positions Successfully implemented and utilized Traction EOS (Entrepreneurial Operating System) Negotiated leases, contract bids, and professional fees Coordinated and organized a build-out of a new clinic while adhering to a strict budget Created, ran, and delegated a successful marketing campaign prior to opening Responsible for all employee payroll; monthly, quarterly and annual tax filings; and all HR duties Won new franchise of the year in 2019
Rating is 5 out of 5.
5.00 Dec 3, 2022 - Dec 28, 2022
Private earnings
Sep 7, 2022 - Oct 5, 2022

No feedback given

Private earnings
Rating is 5 out of 5.
5.00 Jul 14, 2022 - Aug 5, 2022

"Jason did a great job helping me value the business I was looking to purchase. I'll continue to use him for future valuations and financial diligence."

Private earnings
May 14, 2022 - Jul 19, 2022

No feedback given

Private earnings
Apr 21, 2022 - Jul 19, 2022

No feedback given

Private earnings
Nov 24, 2021 - Jul 19, 2022

No feedback given

Private earnings
Rating is 5 out of 5.
5.00 Mar 23, 2022 - May 17, 2022
Private earnings
Rating is 5 out of 5.
5.00 Apr 26, 2022 - May 16, 2022

"Jason did a great job on my project. I will use him again."

Private earnings
Rating is 5 out of 5.
5.00 Apr 17, 2022 - Apr 22, 2022

"Thank you!"

Private earnings
Rating is 5 out of 5.
5.00 Jan 14, 2022 - Mar 23, 2022
Private earnings
Jason P. has more jobs. Create an account to review them

Skills

Get started working with Jason quickly with these predefined projects.

Get started working with Jason quickly with these predefined projects.

You will get a professional and reliable valuation report

From $497
7 days delivery
Jason P.

Jason P.

Ballwin, MO
Job Success
Top Rated
36
Total Jobs
45
Total Hours

View profile

Expert CPA & Business Valuation Specialist

Specializes in
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 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. PwC Associate: Prepared federal and state tax returns for a wide variety of entities, including large consolidated corporations, partnerships, s-corps, LLCs, trusts, and individuals. HealthSource Franchise Owner: Interviewed and staffed all necessary positions Successfully implemented and utilized Traction EOS (Entrepreneurial Operating System) Negotiated leases, contract bids, and professional fees Coordinated and organized a build-out of a new clinic while adhering to a strict budget Created, ran, and delegated a successful marketing campaign prior to opening Responsible for all employee payroll; monthly, quarterly and annual tax filings; and all HR duties Won new franchise of the year in 2019
Rating is 5 out of 5.
5.00 Dec 3, 2022 - Dec 28, 2022
Private earnings
Sep 7, 2022 - Oct 5, 2022

No feedback given

Private earnings
Rating is 5 out of 5.
5.00 Jul 14, 2022 - Aug 5, 2022

"Jason did a great job helping me value the business I was looking to purchase. I'll continue to use him for future valuations and financial diligence."

Private earnings
May 14, 2022 - Jul 19, 2022

No feedback given

Private earnings
Apr 21, 2022 - Jul 19, 2022

No feedback given

Private earnings
Nov 24, 2021 - Jul 19, 2022

No feedback given

Private earnings
Rating is 5 out of 5.
5.00 Mar 23, 2022 - May 17, 2022
Private earnings
Rating is 5 out of 5.
5.00 Apr 26, 2022 - May 16, 2022

"Jason did a great job on my project. I will use him again."

Private earnings
Rating is 5 out of 5.
5.00 Apr 17, 2022 - Apr 22, 2022

"Thank you!"

Private earnings
Rating is 5 out of 5.
5.00 Jan 14, 2022 - Mar 23, 2022
Private earnings
Jason P. has more jobs. Create an account to review them

Skills

Get started working with Jason quickly with these predefined projects.

Get started working with Jason quickly with these predefined projects.

You will get a professional and reliable valuation report

From $497
7 days delivery
As Needed - Open to Offers

< 24 hrs response time

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