Do you need an accountant to file your taxes?

This may seem like a funny question for a tax preparing CPA firm to answer, but the truth is we get it all the time. Clearly, we have a vested interest in the answer is yes you do. But, part of our commitment to client service is to help prospects and clients know when they do NOT need our services.

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The PPP Second Draw

Note, to qualify for the “second draw” you must have borrowed money in the first round, a “first draw,” and spent the money.  

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December 2020 Stimulus Bill

Congress has agreed on a stimulus package, which we expect to pass today (December 21, 2020). Several items could directly affect you, so I want to highlight them here.  

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Introduction to strategy on a page

Strategy on a page

The Strategy on a Page allows you to capture your entire strategy in one model.  Focus areas are on the left, and most detailed actions are on the right.  Every action flows directly into a strategic focus area so that everybody knows how every detail ties back to the objectives. 

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How to open for business safely

Reopen your business

Clearly as COVID-19 continues to spread the economy will need to be open for business while also living with the virus. Ideally we can find a balance where we are open for business and also managing the spread of infection.

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You can open, should you?

open for business

One question that has surfaced a lot lately is “should I reopen,” especially restaurants, service business, nail salons, are thinking about whether this is the right move.  

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Jeff Coyle, CPA

Jeff Coyle, CPA, Partner of Rosenberg Chesnov, has been with the firm since 2015. He joined the firm after 20 years of business and accounting experience where he learned the value of accurate reporting, using financial information as a basis for good business decisions and the importance of accounting for management.

He is a diligent financial professional, able to manage the details and turn them into relevant business leading information. He has a strong financial background in construction, technology, consulting services and risk management. He also knows what it takes to create organizations having built teams, grown companies and designed processes for financial analysis and reporting.

His business experience includes:

Creating and preparing financial reporting, budgeting and forecasting.
Planning and preparation of GAAP and other basis financial statements.
Providing insight on financial results and providing advice based on those results.

Jeff also has a long history of helping individuals manage their taxes and plan their finances including:

Income tax planning and strategy.
Filing quarterly and annual taxes.
Audit support.
General financial and planning advice.
Prior to joining the firm in 2015, Jeff was in the private sector where he held senior financial and management positions including Controller and Chief Financial Officer. He has experience across industries, including construction, technology and professional services which gives him a deep understanding of business.

Jeff graduated from Montclair State University, he is a CPA and member of the American Institute of Certified Public Accountants, New York State Society of Certified Public Accountants and New Jersey State Society of Public Accountants.

Jody H. Chesnov, CPA

Jody H. Chesnov, CPA, Managing Partner of Rosenberg Chesnov, has been with the firm since 2004.  After a career of public accounting and general management, Jody knows the value of good financials.  Clarity, decision making, and strategy all start with the facts – Jody has been revealing the facts and turning them into good business results for more than three decades.

He takes a pragmatic approach to accounting, finance and business. His work has supported many companies on their path to growth, including helping them find investors, manage scaling and overcome hurdles.  His experience and passion for business reach beyond accounting and he helps businesses focus on what the numbers mean organizationally, operationally and financially.

He has a particular expertise in early-stage growth companies.  His strengths lie in cutting through the noise to come up with useful, out of the box, solutions that support clients in building their businesses and realizing their larger visions.

Prior to joining the firm in 2004, Jody was in the private sector where he held senior financial and management positions including General Manager, Chief Financial Officer and Controller.  He has experience across industries, which gives him a deep understanding of business.

Jody graduated with a BBA in Accounting from Baruch College, he is a CPA and member of the American Institute of Certified Public Accountants and New York State Society of Certified Public Accountants.

In addition to delivering above and beyond accounting results, Jody is a member of the NYSCPA’s Emerging Tech Entrepreneurial Committee (ETEC), Private Equity and Venture Capital Committee and Family Office Committee.  

He is an angel investor through the Westchester Angels, and has served as an advisor for many startup companies and as a mentor through the Founders Institute.

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