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.
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PresidentBalanced EquationLoveland, Co, Us -
PresidentBalanced Equation Jul 2012 - PresentFort 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. -
PartnerRickards & Co. Llp 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. -
CpaRickards Long & Rulon, Llp 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.
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AccountantHewlett Foundation 2003 - 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 AccountantEvans Analytical Group 2002 - 2003Sunnyvale, CaPrepared monthly financial reporting package and account reconciliations. Supervised payroll/accounts payable position as it related to assigned divisions/departments. Annual budgeting. -
Senior AccountantMercury Interactive 2001 - 2002Mountain View, CaResponsible 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. -
Mergers & Acquisitions AnalystSanmina 2000 - 2001Perform 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.
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StaffArthur Andersen 1998 - 2000Performed audits including internal control assessment on both publicly and privately held corporations and start ups.
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AccountantLearning Solutions Alliance 1995 - 1996Full charge bookkeeper.
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General AccountantSpectrian 1991 - 1995Accounting 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
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Accounting
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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