Jason Cohen


Jason Cohen
 

CEO
Intuit Solution Provider
Certified QuickBooks ProAdvisor 2006, 2007, 2008, 2009, 2010, 2011,2012
Certified QuickBooks Enterprise ProAdvisor v. 7, v. 9

 

College
State University of New York at New Paltz. Bachelor of Science degree in Business Administration with a concentration in Marketing.
Summary
In early 2005, while working towards his MBA in accounting, Jason realized there was a large demand for competent, part-time bookkeepers for small to medium sized businesses, so he formed Right Ups, Inc to fill that niche. His goal was to provide quality and professional bookkeeping services to businesses in New York City and Long Island. With Jason’s leadership and vision, Right Ups, Inc. was a huge success.

Areas of Expertise
 
  • Accounting system design and maintenance: Setup accounting systems including creating logical and complete chart of accounts. Clean up accounting systems no matter how challenging, including tying out to all important source documents.
  • Financial reporting: develop financial, management and operational reports to provide critical data to key decision-makers.
  • Audit preparation: Prepare balance sheet reconciliations and all other reports/materials for audit. Work with a broad spectrum of public accounting firms to prepare and facilitate client audits.
  • Payroll system design and maintenance: Develop and manage payroll systems for small businesses.
  • Accounting system compliance: Work with CFO's and CEO's to ensure financial systems adhere to GAAP and FASB.


Examples of Business Impact and Transformation
Small tech company (with four years financials)
  •  converted from cash to accrual and from QuickBooks on-line to QuickBooks Enterprise.
  • Completed audit prep for both first, second and third year audit by Eisner Amper.
  • Used black-Scholes model to realize stock option expense.
  • Imported granular-level payroll detail via difficult reformatting of ADP-PEO Excel reports and other software.
Event ticket sales company with $20M+ in annual sales.
  •  Cleaned up financials in preperation for external Audit.
  • Worked with programmers to retrieve information from website back-end for use in revenue recognition, commission tracking, and recording  of ticket sales liabilities( which were previously ignored).
  • Helped develop more efficient work processes, including standardizing practices for dealing with credit card chargebacks.
  • Reconciled sales / deposits from multiple websites, multiple merchant accounts and dozens of bank accounts.

Fast-Growing, $25M technology company

  • Created new chart of accounts.
  • Sorted through numerous reconciliations and complex accounting issues.
  • Completed audit prep for initial audit.
  • Assisted with staffing transition that involved 2 person (bookkeeper and controller/CFO) Finance team.
  • Provide ongoing consulting for monthly closes and weekly lender reporting
  • Advise on information reporting and bookkeeping issues.