Jackie Compton

Tax and accounting advisor @Balanced Equation

United StatesFinancial AnalystAccountantCFO🏦 FinanceTax ProfessionalTax Advisor

Jackie Compton is a seasoned Tax and Accounting Advisor and owner at Balanced Equation, a company renowned for its exceptional services. With over a decade of experience in the field, Jackie leverages her deep understanding of tax laws and accounting principles to provide expert advice to clients, helping them make informed financial decisions and optimize their tax strategies. She holds a Bachelor's degree in Accounting and Finance and is a certified public accountant. Prior to joining Balanced Equation, Jackie worked with several top-tier accounting firms, where she honed her skills in tax planning, financial forecasting, and strategic budgeting. She is known for her meticulous attention to detail, problem-solving abilities, and dedication to helping businesses increase profitability.

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Work Background

President

Balanced EquationPresident

Jul. 2012Fort Collins, COAs a Colorado-based accounting services organization, we seek to embrace the most current web-based solutions to provide our clients with outsourced accounting services. Our primary goal is to help our business owners keep more of what they make. We do this through: -utilizing top of the line cloud based software solutions -gaining in depth knowledge of our clients' industries and operational activities -developing financial and non-financial Key Performance Indicators that help our clients keep the pulse of their business.

Partner

Rickards & Co. LLPPartner

Dec. 2010 - Jul. 20123711 JFK Parkway, Suite 240, Fort Collins, CO 80525Bookkeeping and financial statement preparation and analysis. Tax planning and preparation of returns for C and S corporations, partnerships, non-profits and individuals. Audits, reviews, compilations.

CPA

Rickards Long & Rulon, LLPCPA

Jan. 2006 - Oct. 2010Preparation of tax returns for individuals, c-corporations, s-corporations, partnerships and non-profits. Provide audits of small businesses primarily in the non-profit sector.

Accountant

Hewlett FoundationAccountant

Jan. 2003 - Dec. 2005Menlo Park, CAPreparation of monthly board package; general ledger closing, annual budgeting for assigned departments; expense report processing. Power user for Dynamics Great Plains.

Senior Accountant

Evans Analytical GroupSenior Accountant

Jan. 2002 - Dec. 2003Sunnyvale, CAPrepared monthly financial reporting package and account reconciliations. Supervised payroll/accounts payable position as it related to assigned divisions/departments. Annual budgeting.

Requests

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Service Pitch

Tax Strategy Consulting for Startups

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Personal Pitch

Outsourced Fractional Controllership

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Service Pitch

Expert Tax Planning & Advisement Services

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