Ian Gelfand, Cpa

Ian Gelfand, Cpa Email and Phone Number

Partner at Hoffman Stewart & Schmidt P.C. @ Hoffman Stewart & Schmidt P.C.
lake oswego, oregon, united states
Ian Gelfand, Cpa's Location
Portland, Oregon, United States, United States
Ian Gelfand, Cpa's Contact Details

Ian Gelfand, Cpa work email

Ian Gelfand, Cpa personal email

Ian Gelfand, Cpa phone numbers

About Ian Gelfand, Cpa

I joined HS&S in 2013 because of the culture of teamwork and respect I felt when I met them. I’m proud to carry that tradition on to my clients and coworkers to this day. I strive to bring three things to every client relationship: knowledge, collaboration, and trust. Knowledge: I work with a wide variety of clients in the construction, student financial aid, nonprofit, and pension industries. My experience with entities both large and small gives me a deep well of experience on which to draw. I also pride myself on being able to make complex accounting accessible when needed.Collaboration: I am a trusted advisor to my clients and work hard to help them achieve their goals, but I am not their only advisor. I am part of a team with other professionals; lawyers, bankers, surety, etc. I work with these other trusted advisors to ensure transparency and consistency of advice across all disciplines.Trust: This above all else is the most important. Knowledge and collaboration are meaningless if clients don’t trust the person working with them. I work hard to build trust from the beginning so that when I give advice, my clients know it is because I have their best interest in mind. I go the extra mile to help my clients every time. If you love working with clients and solving complex problems, please make a connection. If you are a potential client that needs an accountant that is passionate about working for you, please contact me.ian@hss-cpas.com

Ian Gelfand, Cpa's Current Company Details
Hoffman Stewart & Schmidt P.C.

Hoffman Stewart & Schmidt P.C.

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Partner at Hoffman Stewart & Schmidt P.C.
lake oswego, oregon, united states
Website:
hss-cpas.com
Employees:
61
Ian Gelfand, Cpa Work Experience Details
  • Hoffman Stewart & Schmidt P.C.
    Partner
    Hoffman Stewart & Schmidt P.C. Aug 2022 - Present
  • Hoffman Stewart & Schmidt P.C.
    Senior Manager
    Hoffman Stewart & Schmidt P.C. Aug 2020 - Jul 2022
    Lake Oswego, Oregon, United States
  • Hoffman Stewart & Schmidt P.C.
    Manager
    Hoffman Stewart & Schmidt P.C. Aug 2018 - Jul 2020
    Lake Oswego, Or
  • Hoffman Stewart & Schmidt P.C.
    Senior Associate
    Hoffman Stewart & Schmidt P.C. Aug 2015 - Jul 2018
    Lake Oswego, Or
    - Full service public accounting firm focusing on audit/assurance for not-for-profits and closely held businesses- Consistently voted one of Portland's Top 15 accounting firms
  • Hoffman Stewart & Schmidt P.C.
    Staff Accountant
    Hoffman Stewart & Schmidt P.C. Jul 2013 - Jul 2015
    Lake Oswego, Or
    - Full service public accounting firm focusing on audit/assurance for not-for-profits and closely held businesses- Consistently voted one of Portland's Top 15 accounting firms
  • Storables
    Accounting Clerk
    Storables Oct 2010 - Jun 2013
    Portland, Oregon Area
    - Process Accounts Payable and Receivable for $5 million revenue retail company- Reconcile and approve freight bills resulting in over $7,000 in savings- Audit entry of web sales into AIS reducing errors by 18% over 6 months- Instituted new processes revealing over 100 shipping errors in 2 months- Enter transactions in AIS (Telios) and ERP (Retail Anywhere) for 2 years

Ian Gelfand, Cpa Skills

Microsoft Excel Accounting Outlook Auditing Time Management Powerpoint Editing Financial Reporting Microsoft Word Microsoft Office Accounts Payable Access Customer Service General Ledger Accounts Receivable Data Entry Cpa Financial Statements Nonprofits Internal Controls Retail Erp Us Gaap Risk Assessment Construction Accounting

Ian Gelfand, Cpa Education Details

Frequently Asked Questions about Ian Gelfand, Cpa

What company does Ian Gelfand, Cpa work for?

Ian Gelfand, Cpa works for Hoffman Stewart & Schmidt P.c.

What is Ian Gelfand, Cpa's role at the current company?

Ian Gelfand, Cpa's current role is Partner at Hoffman Stewart & Schmidt P.C..

What is Ian Gelfand, Cpa's email address?

Ian Gelfand, Cpa's email address is ia****@****ail.com

What is Ian Gelfand, Cpa's direct phone number?

Ian Gelfand, Cpa's direct phone number is +121392*****

What schools did Ian Gelfand, Cpa attend?

Ian Gelfand, Cpa attended Portland State University - School Of Business, Indiana University Bloomington.

What are some of Ian Gelfand, Cpa's interests?

Ian Gelfand, Cpa has interest in Science And Technology, Social Services, Children, Education.

What skills is Ian Gelfand, Cpa known for?

Ian Gelfand, Cpa has skills like Microsoft Excel, Accounting, Outlook, Auditing, Time Management, Powerpoint, Editing, Financial Reporting, Microsoft Word, Microsoft Office, Accounts Payable, Access.

Who are Ian Gelfand, Cpa's colleagues?

Ian Gelfand, Cpa's colleagues are Alisha Jobe, Mathieu Buchard, Brian Gustafson, Bradley Hoffman, Robert Drayer, Hanane Salhi, Jason Hall.

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