I am a 27-year accounting veteran with specialties in tax, accounting systems, and project / federal contracting. Previously I was a controller/CFO for Fortune 500 and Washington Technology 100 companies. I am a U.S.-based CPA with licenses
I am a 27-year accounting veteran with specialties in tax, accounting systems, and project / federal contracting. Previously I was a controller/CFO for Fortune 500 and Washington Technology 100 companies. I am a U.S.-based CPA with licenses in Maryland & Washington DC, with reciprocity in Virginia. I am a principal at the public accounting firm of Nathaniel Jacobson LLC CPAs headquartered in Bethesda, Maryland and am a Quickbooks ProAdvisor and a Xero Certified Advisor.
I pair innovative cloud based accounting products with sensible business advice that yield proven advantages to clients in even the most demanding circumstances. The firm's bookkeeping, accounting, payroll, and tax software is built on the Xero and Quickbooks Online web platforms, which means it is available anytime and anywhere you need it--at an economical cost. Or I can work with your accounting software of choice; I have experience with Oracle, SAP, Microsoft Dynamics, Deltek GCS Premier, Deltek Costpoint, and a number of small business accounting solutions. I can also support payroll requirements; the firm specializes in ADP and Intuit payroll solutions.
For tax clients I take a holistic approach to their financial situation, using the tax return as a guide. I examine the tax implications of financial decisions and events (big or small) and advise and help clients understand how their business and finance decisions affect their overall financial plan. I identify and address areas that require immediate attention based on prior year returns while also anticipating new strategies and tax planning opportunities.
Project accounting or federal contracting clients benefit from my extensive knowledge of Cost Accounting Standards-compliant cost structures, Federal Acquisition Regulations, forward pricing proposals, disclosure statements, incurred cost detail, cost and pricing proposals and audits, General Services Administration schedules, and Small Business Administration 8(a) programs.
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