Jesse Waldman is more than just a CPA crunching numbers for clients. Having owned and managed multiple businesses, his holistic perspective spans beyond corporate and individual tax to payroll, bookkeeping, QuickBooks consulting, outsourced CFO services and more. Whether a business owner or an independent professional, Jesse utilizes his unique background to meet the needs each of his clients.
Jesse received his CPA license in 2009 and is currently skilled as a computer consultant, bookkeeper, tax preparer and business management advisor. He counsels his clients on spending, allocation of time and resources, marketing, sales, and employee compensation processes.
He understands the challenges of running a business firsthand and is passionate about helping other business owners succeed.
While other accountants see solely through the lense of tax, Jesse wears a set of glasses that examine business finance in full view.