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Jeffrey Waks

Accounting Professional

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Clients –

Serviced over 150 clients in 15 different industies.

  • Creative Sports – Palm Harbor, FL. E-Commerce Sales Channel System Integration to QuickBooks Online Accounting ERP System.
  • EC Infosystems – Uniondale, NY. Acquired By Verxetone: Financial Performance 5 year Presentation, Restatement to GAAP and Quality of Earnings, to facilitate business sale.
  • Euro Cargo Express – Valley Stream, NY.  Cash Forecasting, Analytics & KPI’s, Risk Management
  • Total Cost Systems St. Pete FL.- ERP System Implementation, Bill of Materials and Inventory, Training
  • Anvil Paints & Coatings Largo FL.- ERP System Implementation, Bill of Materials and Inventory, Training
  • Toups Technology, Inc. Largo FL. – Accounting Cost Control System
  • Rolling Pin Kitchen Emporium Naples FL. – Retail Point of Sale System
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Recent

  • Business Succession Planning Closed Sale Nov 2021
  • US Tax Policy A Flash Discussion
  • Accounting Staff and Senior Staff Support Positions
  • Technology Trends In Accounting and Financial Analysis
  • Social Security Solutions Made Simple

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