Jacob Shapiro
- Role
- Assurance Senior at Plante Moran
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Jacob Shapiro
Licensed CPA in the beautiful state of Colorado. Graduated from the University of…
Experience
Assurance Senior
Jun 2023 — Present
Specialize in Sports Entertainment, Real Estate/Construction, and Investment Funds. • Determine whether financial statements follow generally accepted accounting principles (GAAP). • Review and verify the accuracy of financial records and ensure that companies are presenting fair and reliable financial statements. • Provide public and private companies with a high level of credibility on their financial statements. • Primarily work in private equity, real estate, construction, financial services, entertainment services, and M&D. • Examines and analyzes accounting records to determine financial status of clients and prepares financial reports concerning operating procedures • Reviews data regarding material assets, net worth, liabilities, surplus, income, and expenditures • Inspects items in books of original entry to determine if accepted accounting procedure was followed in recording transactions • Analyzes cash, accounts receivable and payable, negotiable securities, and cancelled checks • Verifies journal and general ledger entries of cash and check payments, purchases, expenses, and trial balances by examining and authenticating inventory items; may conduct physical inventory counts • Assist in the preparation of reports for management concerning scope of audit, financial conditions found, and source and application of funds • Make recommendations when appropriate regarding improving operations and financial position of company • Examines company payroll and personnel records to determine worker\'s compensation coverage and be designated payroll auditor (insurance). • Identifies client business issues to be addressed by Plante & Moran team • Develops ideas to assist clients with operational and control opportunities • Works to develop relationships with clients, including involvement in networking and business development activities • Develop client presentations and participate in selling opportunities
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