Irene Sofos

Fairleigh Dickinson University, MBA (Accounting)
Montclair State University, B.A. (Linguistics)

Over 25 years of general accounting and tax experience; including payroll, sales and use tax reporting, financial reporting, and forecasting and budgeting for a variety of industries including manufacturing, medical and dental practices, professional service firms, family offices, retail, real estate, food and beverage, wholesale distribution, and auto service stations

QuickBooks Certified ProAdvisor specializing in the initial set-up of small businesses on QuickBooks and providing training for business owners and their bookkeepers to promote efficiency in their accounting and recordkeeping processes

Evaluate clients’ existing accounting systems and offer pointed suggestions for improvements in delivering reports to facilitate effective management

Work together with clients to arrive at solutions to their challenges and concerns

Responsive to clients’ inquiries; coordinate client communications with third parties including bankers, insurance agents, financial advisors, and payroll service providers

Experience with multistate Sales & Use Tax filing requirements

Involved in staff training and project assignments

Certified Public Accountant in the States of New Jersey and New York
QuickBooks Certified ProAdvisor

American Institute of Certified Public Accountants
The New Jersey Society of Certified Public Accountants

Fluent in Greek