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Since January 2019
Instructor since January 2019
CPA will mentor in Financial Accounting for business & the classroom
From 67.26 C$ /h
I appreciate you considering me as an accounting mentor to contribute toward your academic success. I have served both in industry & in public practice of accounting. As a licensed CPA, I enjoy tutoring both accounting & non-accounting undergraduate students and those seeking advanced degrees, such as the MBA. I have dedicated myself to the learning process by helping others.
My method of tutoring is to approach each student and inquire which method may best facilitate their style of learning? Do you want to first attempt the accounting question, then allow me to suggest the next logical step?
Or perhaps you prefer me to demonstrate how I calculate my answers using an Excel spreadsheet & screen-share my work?
Perhaps your method only needs fine tuning with occasional insight; on the other hand, you may want to witness first-hand how a seasoned accounting professional approaches it.
During our time together, I’ll attach my spreadsheet with all my notes for your downloading & review.
Let’s plan to approach each topic in a manner which best accomplishes your goals, answering all your questions, instilling confidence & enthusiasm in a dry subject, and explaining accounting theory when it's not so obvious.
John
My method of tutoring is to approach each student and inquire which method may best facilitate their style of learning? Do you want to first attempt the accounting question, then allow me to suggest the next logical step?
Or perhaps you prefer me to demonstrate how I calculate my answers using an Excel spreadsheet & screen-share my work?
Perhaps your method only needs fine tuning with occasional insight; on the other hand, you may want to witness first-hand how a seasoned accounting professional approaches it.
During our time together, I’ll attach my spreadsheet with all my notes for your downloading & review.
Let’s plan to approach each topic in a manner which best accomplishes your goals, answering all your questions, instilling confidence & enthusiasm in a dry subject, and explaining accounting theory when it's not so obvious.
John
Extra information
I will present the material during a live on-line presentation using Excel 365.
Location
At student's location :
- Around Bixby, OK, United States
Online from United States
About Me
I enjoy instilling enthusiasm, explaining accounting theory, as well as answering your questions. If applicable, I will demonstrate how I calculate my answers using an Excel spreadsheet & screen sharing my work via an on-line platform. You can witness first-hand how a practicing CPA approaches a problem. Afterwards I’ll email you the spreadsheet.
Tutoring subjects include: bookkeeping, accounting, intermediate accounting; financial accounting. I do NOT tutor in cost, managerial, or governmental. Practically speaking, I have been a CPA with public accounting experience, as well as, being a Controller for regionally privately held companies for years. Accordingly, I decline tutoring in areas I have not practiced accounting.
Tutoring subjects include: bookkeeping, accounting, intermediate accounting; financial accounting. I do NOT tutor in cost, managerial, or governmental. Practically speaking, I have been a CPA with public accounting experience, as well as, being a Controller for regionally privately held companies for years. Accordingly, I decline tutoring in areas I have not practiced accounting.
Education
St. Ambrose University, Accounting degree with business minor.
CPA license from Texas State Board of Public Accountancy - current.
I maintain the 40 hour annual / 120 hour tri-annual CPE (Continuing Professional Education) requirement
CPA license from Texas State Board of Public Accountancy - current.
I maintain the 40 hour annual / 120 hour tri-annual CPE (Continuing Professional Education) requirement
Experience / Qualifications
Corporate Controller for two different regional building material supplies and lumberyards;
Senior Accountant / Assistant Treasurer for global banking organization in their financial trust department;
Senior Accountant / Assistant Treasurer for global banking organization in their financial trust department;
Age
Teenagers (13-17 years old)
Adults (18-64 years old)
Seniors (65+ years old)
Student level
Beginner
Intermediate
Advanced
Duration
60 minutes
The class is taught in
English
Availability of a typical week
(GMT -05:00)
New York
Online via webcam
At student's home
Mon
Tue
Wed
Thu
Fri
Sat
Sun
00-04
04-08
08-12
12-16
16-20
20-24
I have prepared a multi-lesson package for new accounting students discussing & unraveling the importance & relevance of accounting, as well as removing the mystery from accounting. I developed this multi-lesson series for a parent who wanted their student to become intimately familiar with accounting before university classes began. I have revised it to become both a necessary and handy primer for the non-accounting major. It is my perennial favorite to teach both first-year accounting students & non-accounting majors – at the request of both the student or parent!
The class involves my demonstrating how to execute many Excel special functions. Such as linking information from one spreadsheet tab to another tab; creating V-Look ups, H-Look ups, Pivot Tables, Pivot Charts, Nested If's, Sumif's, "If/Then", “If/And” scenarios among many others. Included in the lesson is an interactive spreadsheet which contains actual working formulas with step-by-step instructions for easy implementation. You will see working, functioning examples of all the Excel functions I teach & explain during the lecture.
Excel is one of my specialties. As an experienced CPA who has had both individual and corporate clients, I have constructed both simple to very complex spreadsheets – plus I was always ready to explain how they functioned to my employer, my co-workers, my tax clients, and even auditors!
Excel is one of my specialties. As an experienced CPA who has had both individual and corporate clients, I have constructed both simple to very complex spreadsheets – plus I was always ready to explain how they functioned to my employer, my co-workers, my tax clients, and even auditors!
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