JOSEPH SERRA, CPA

144 Ash Street, Floral Park NY 11001

516-326-2993 â⠬¢ 516-633-2799 â⠬¢ jserra@aol.com

MANAGEMENT
Accounting and Finance

* AREAS OF EXPERTISE
Goal-oriented certified public accountant with diverse expertise in accounting,
taxation and management. Sound decision-maker, basing decisions on intense analy
sis, business acumen and big-picture vision. Strategic and team-oriented leader
who enjoys the challenge of resolving long-term issues and influencing positive
revenue outcomes. Highly adept in deriving new solutions through strategic info
rmation, data accumulation and comprehensive scrutiny. Concise and persuasive co
mmunicator, capable of modifying complex technical information for diverse audie
nces and coaching subordinates toward better comprehension and productivity.
Financial and Management Reporting * Business Tax Compliance * Corporate Account
ing * Inventory Accounting | Tax Reports * Internal Control and Audit * Business
Operations * Budgets, Forecasts and Financial Modeling * Monthly, Quarterly and
Year-End Reporting * Compliance * Payroll Administration

* CAREER ACCOMPLISHMENTS

* Partnered with attorneys and insurance companies to ensure successful accounti

ng outcomes through forensic and litigations support services.
* Conducted comprehensive quality control over financial statements and audit wo
rk papers, ensuring high level compliance with accounting and auditing standards
.
* Directed firm's continuing professional education programs, resulting in meeti
ng all requirements regarding staff training.
* Serviced clients in specialty areas, including SEC registrations, hedge funds,
not-for-profit, public relations, advertising, lead generation, manufacturing,
wholesale and distribution, reinsurance, leasing, modeling agency, construction,
vocational schools, software companies, golf course and employee benefit plans.
* Serviced international business as either U.S. subsidiaries of foreign entitie
s or foreign affiliates of U.S. Companies, which included foreign exchange accou
nting and modifications to comply with U.S. GAAP.
* Assisted SEC registrant clients with Financial Accounting Standard (FAS) 109 a
nd FASB Interpretation (FIN) 48, achieving full compliance.
* Auditing of internal controls pursuant to Sarbanes Oxley (SOX) 404 requirement
s.
* Consistently produced short and long term tax benefits through the reduction o
f taxable income and increasing of utilization of credits.
* Researched complex accounting and auditing issues, resulting in feasible solut
ions in accordance with compliance standards i.e. revenue recognition accounting
according to and to comply with the various accounting standards and Staff Advi
sory Bulletins.
* Expanded scope of business through membership and participation in various net
working groups, including TEC Associates, LISTNET, NYSIA (now NY Tech) and other
s.

* CAREER HISTORY
L
RAICHENDEMALTER & CO., LLP * NEW YORK, NY
MANAGER 2008-2010
Recognized CPA firm located on Long Island and New York City serving middle mark
et commercial, not-for-profit, and publically traded entities. Served as a dire
ctor of continuing professional education programs ensuring that the programs me
t the firm's standards. Worked closely with clients' management and bank relati
ons. Assisted clients in realization of tax savings via reduction of taxable in
come and tax credits. Expanded scope of business via new audit engagements, and
cross selling of additional services. Worked closely with clients in reverse m
erger transactions.
ANCHIN, BLOCK & ANCHIN, LLP * NEW YORK, NY
SENIOR MANAGER 2007
Highly-respected accounting and advisory firm delivering high level of service a
nd benefits to privately-held businesses. Assisted SEC registrant clients in com
pliance with FAS 109 and FIN 48 compliance to the satisfaction of their external
auditors. Assisted clients in realization of tax savings via reduction of taxa
ble income and tax credits.
FRIEDMAN, LLP * UNIONDALE, NY
MANAGER 2005-2006
A well-established firm servicing public and private companies, focusing on deli
vering accounting, tax and business consulting. Worked closely with clients' ma
nagement in improving operations and controls. Served accelerated filer SEC reg
istrant clients in initial SOX 404 audits. Assisted clients in adoption of new
accounting pronouncements, implementation of inventory controls, and modificatio
n of bank loan covenants.
WEISER, LLP * LAKE SUCCESS, NY
SENIOR MANAGER 1998-2005
Regional CPA firm with expertise in delivering customized, high-quality client s
ervice through competently meeting and exceeding standards of accounting, auditi
ng, tax, management information, and financial advice. Expanded scope of busin
ess via new audit engagements, and cross selling of additional services. Served
as CPE course leader, and quality review support. Assisted clients in merger a
nd acquisition transactions. Served accelerated filer SEC registrant clients in
initial SOX 404 audits. Performed due diligence engagements resulting in succe
ssful acquisitions. Close working relationship with international affiliations
resulting in increased services and revenues. Served not-for-profit clients inc
luding A 133 audits.
* EDUCATION
L
BACHELOR OF SCIENCE IN ACCOUNTING
ST. JOHN'S UNIVERSITY, QUEENS, NY
* TECHNICAL EXPERTISE
L
* VARIOUS TAX PREPARATION AND AUDIT SOFTWARE , INCLUDING CCH PROSERIES, ATX, BNA
, AND RIA CHECKPOINT
* TIME BILLING AND ELECTRONIC WORKPAPER PROGRAMS, INCLUDING CMS AND PROSERIES EN
GAGEMENT (EPACE)
* MICROSOFT WORD, EXCEL, POWERPOINT
* PROFESSIONAL AFFILIATIONS
L
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants (NYSSCPA)
NYSSCPA Financial Accounting Standards Committee
* ACTIVITIES
L
Trustee, Local Civic Association
Member, Parish's Finance Committee
Volunteer, Parish Outreach Program
Officer /Active Participant, Sons of Italy Lodge
Treasurer, Floral Park Conservation Society