Successful CFE writer - Tutoring all levels of accounting and tax (high school, university and CPA PEP)

Methodology

My teaching methods are as follows: asking questions to get a sense of your level of understanding; going over areas of weakness and providing tips for self study; answering and walking you through any specific questions that you may have. Depending on COVID restrictions we can either meet in person or have a video/audio call using Skype/Microsoft Teams/Zoom, etc.

Background

I have been working in public practice since 2017 (tax and assurance) and I passed the fall 2020 CFE. I love accounting and tax in specific and look forward to spreading my knowledge and helping others successfully pass their class or pass the CFE.

Rates

Transportation Fee : $10

Rate for online lessons : $ 15/h

Rate for 5 hours of lessons : $70

Rate for 10 hours of lessons : $130

Lessons offered by Jesse

Individual

The lessons will be held

at your home

webcam

Taught subjects

Accounting
Taxation

Levels

All Levels

Jesse's Resume

Profile

Motivated and passionate accountant with experience in taxation and assurance. Have been working in public practice since the summer of 2017 and successfully passed the fall 2020 CFE. Strong understanding of accounting principles and have exceled in this field in university and through the CPA program.

Education

CPA Candidate 2019-Current
Current Module: Passes the 2020 Common Final Exam (CFE)
Past Grades: Core 1, Core 2, Taxation – Pass with Distinction

Bachelor of Commerce (Honours) Co-op Program 2015-2019
Asper School of Business, University of Manitoba
Majors: Accounting

Related courses: Canadian Taxation (A+), Calculus for Management (A+), Intermediate Accounting – Assets (A+), Intermediate Accounting – Equities (A), Statistics (A), Managerial Accounting and Corporate Finance (A+)

Work Experience

CPA Articling Student, U.S. Taxation Services January 2018 – Current
MNP LLP

• Assists US Tax Group Staff Accountants and Managers
• Conducts and documents related tax research
• Corresponds with Internal Revenue Service and State taxation authorities
• Interacts with internal and external clients of the US Tax Group
• Prepares tax provisions
• Prepares US corporation, individual and partnership returns
• Prepares various US and Canadian foreign reporting forms and information slips
• Reviews and responds to related tax notices
• Preparing working papers
• Reviewing returns and working papers
• Identifies and analyzes client needs through initial interviewing and information gathering
• Provide strong leadership and direction to junior team members

CPA Articling Student, Assurance Services May 2017 - August 2017
MNP LLP
• Developed technical skills in areas such as: compilations, reviews, audits, bookkeeping and tax
• Developed and applied knowledge of International Financial Reporting Standards (IFRS) and/or Accounting Standards for Private Enterprise (ASPE)
• Summarized current financial status by collecting information and preparing balance sheet, profit and loss statements and other relevant reports
• Vouched and assessed appropriateness of audit evidence for expenses, revenues, capital asset additions, accounts payable, accounts receivable and prepaid expenses
• Established charts of accounts and prepared entries for posting to accounts
• Prepared correspondence, technical reports, client summaries and presentations outlining findings, facts and highlights resulting from the client engagement

Finance Co-op Student September 2016 – January 2017
Canadian Museum for Human Rights

• Posted invoices and expenses to different cost centres
• Reconciled general ledger accounts and research variances
• Assisted with year-end close and drafting financial statements
• Assisted with financial software implementation and testing within a Enterprise Resource Planning (ERP) system
• Provided assistance with various accounting related projects or other ad hoc duties as needed