Summary
Overview
Work History
Education
Skills
Timeline
Generic

John Josephson CPA,CGA

Fergus,ON

Summary

Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

15
15
years of professional experience

Work History

Owner/Accountant

Josephson Enterprises
01.2008 - Current
  • Managed day-to-day business operations.
  • Consulted with customers to assess needs and propose optimal solutions.
  • Established foundational processes for business operations.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Completed and filed returns
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Assessed client tax situations to determine best filing options.
  • Maintained compliance by adhering to current tax laws and regulations.
  • Offered clients recommendations to reduce tax liabilities.
  • Communicated with clients regarding tax situations, providing guidance on financial decisions.
  • Analyzed financial records to verify accuracy of tax returns.
  • Identified potential audit red flags to minimize risk of audits.
  • Developed tax plans and projections to help clients meet objectives.

Education

CPA, CGA -

Association
Waterloo, ON
03.2002

Skills

  • Financial Planning
  • Finance and Accounting Operations
  • Analytical and Critical Thinker
  • Accounts Payable and Accounts Receivable
  • Consulting
  • Profit and Loss Analysis

Timeline

Owner/Accountant

Josephson Enterprises
01.2008 - Current

CPA, CGA -

Association

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John Josephson CPA,CGA