Jackie Compton, Cpa, Ctc

Jackie Compton, Cpa, Ctc Email and Phone Number

President @ Balanced Equation
Loveland, CO, US
Jackie Compton, Cpa, Ctc's Location
Loveland, Colorado, United States, United States
About Jackie Compton, Cpa, Ctc

Over the years, working as an accountant and tax specialist at multiple CPA firms, I’ve seen countless business owners struggle with financial management and tax complexities. From messy books to cash flow problems and missed tax-saving opportunities, these challenges keep businesses from reaching their true potential.It’s frustrating to watch business owners who are passionate about their work get bogged down by financial headaches. I knew there had to be a better way, and that's what my firm Balanced Equation does to offer real solutions to these struggles.We provide cloud-based accounting, cash flow management, and tax planning solutions that empower business owners. We help businesses streamline their financial operations, stay tax-compliant, and optimize cash flow so they can focus on what truly matters—growing their business.Our services include:-Proactive tax planning and preparation to maximize savings-Keeping the pulse on your business’s financial health through CFO services-Selecting and implementing cloud-based accounting systems for real-time collaboration-Managing your business's monthly bookkeeping & accounting-Cash flow management to maintain healthy financialsWhether you're a small retailer, manufacturer, service-based business, or realtor, my team and I are here to help you take control of your financial future.Want to learn more? Let’s chat. You can reach me at 970-686-6444.

Jackie Compton, Cpa, Ctc's Current Company Details
Balanced Equation

Balanced Equation

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President
Loveland, CO, US
Jackie Compton, Cpa, Ctc Work Experience Details
  • Balanced Equation
    President
    Balanced Equation
    Loveland, Co, Us
  • Balanced Equation
    President
    Balanced Equation Jul 2012 - Present
    Fort Collins, Co
    As 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.
  • Rickards & Co. Llp
    Partner
    Rickards & Co. Llp Dec 2010 - Jul 2012
    3711 Jfk Parkway, Suite 240, Fort Collins, Co 80525
    Bookkeeping 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.
  • Rickards Long & Rulon, Llp
    Cpa
    Rickards Long & Rulon, Llp Jan 2006 - Oct 2010
    Preparation of tax returns for individuals, c-corporations, s-corporations, partnerships and non-profits. Provide audits of small businesses primarily in the non-profit sector.
  • Hewlett Foundation
    Accountant
    Hewlett Foundation 2003 - 2005
    Menlo Park, Ca
    Preparation of monthly board package; general ledger closing, annual budgeting for assigned departments; expense report processing. Power user for Dynamics Great Plains.
  • Evans Analytical Group
    Senior Accountant
    Evans Analytical Group 2002 - 2003
    Sunnyvale, Ca
    Prepared monthly financial reporting package and account reconciliations. Supervised payroll/accounts payable position as it related to assigned divisions/departments. Annual budgeting.
  • Mercury Interactive
    Senior Accountant
    Mercury Interactive 2001 - 2002
    Mountain View, Ca
    Responsible for consolidation of 13 international subsidiaries and assigned balance sheet account reconcilations, including reconciliation of intercompany accounts. Also responsible for pulling together support and compiling/drafting the quarterly 10Q's and annual 10K for management review. Also prepared drafts of board packages and press releases.
  • Sanmina
    Mergers & Acquisitions Analyst
    Sanmina 2000 - 2001
    Perform due diligence on targeted companies for multi-national acquistions. Work with financial, operational and information technology leadership to integrate acquired entities onto the Oracle accounting system.
  • Arthur Andersen
    Staff
    Arthur Andersen 1998 - 2000
    Performed audits including internal control assessment on both publicly and privately held corporations and start ups.
  • Learning Solutions Alliance
    Accountant
    Learning Solutions Alliance 1995 - 1996
    Full charge bookkeeper.
  • Spectrian
    General Accountant
    Spectrian 1991 - 1995
    Accounting for stock options, accounts payable, accounts receivable, account reconciliations and other general ledger accounting duties. Was promoted to various positions over term of employment.

Jackie Compton, Cpa, Ctc Education Details

Frequently Asked Questions about Jackie Compton, Cpa, Ctc

What company does Jackie Compton, Cpa, Ctc work for?

Jackie Compton, Cpa, Ctc works for Balanced Equation

What is Jackie Compton, Cpa, Ctc's role at the current company?

Jackie Compton, Cpa, Ctc's current role is President.

What schools did Jackie Compton, Cpa, Ctc attend?

Jackie Compton, Cpa, Ctc attended San Jose State University.

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