Jordan Zoot, CPA.CITP.CGMA.CGEIT.CISM's profile


Jordan Zoot, CPA.CITP.CGMA.CGEIT.CISM verified_user

Managing Director - CEO
Greater Chicago Area
Member since 4th of December, 2015
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My bio

Managing Director & CEO of integrated client delivery of transactional financial advisory, tax and technology consulting firm - New York, Chicago and San Francisco CPA.CITP.CISM.CGEIT.CGMA Technology Certifications including: Google Certified Administrator, Deployment Specialist, AdWords, Analytics IQ and every technology in the Google for Work and Education Programs Numerous certifications from, Xero Accounting,, dropbox for Business,,, Clio and many others CPA+Apps+Experience = Customer Success AICPA - PCPS, CAQ Member Firm Xero Cloud Integrators and Gold Accounting Partner Google For Work, Education, Chrome, Android, Cloud Platform, Solutions on, Google for Work[including Cloud, Chrome and Android] , AWS,workflowMAX, Work[etc],, dropbox for Business, and Apple [OS X and iOS] platforms Practice Limited to: Hedge Fund/Private Equity, Distressed Assets/Debt, Real Estate, Tech Start-Up, California Medical Cannabis, and Professional Services [Consulting, Law, Marketing, Advertising, Design and Healthcare] AICPA Member Firm - Center for Audit Quality Firm# 2092102 - Private Companies Practice Section Firm# 02092102 - Center for Plain English Accounting [CPEA] - Tax and IMTA [Technology] Sections State CPA Societies in California, Florida, Illinois, New York and Texas Members - ICAEW, CIOT, CAANZ, and The Tax Institute in the UK and Australia Expertise with Regulatory Compliance - US - HIPAA, FINRA, SEC Rule 17(a)(3)/(4), eDiscovery, FINCEN - EU- EBA, ESMA, EIOPA UK - BoE, PRA, FCA

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Adobe Document Cloud Reviews
Cloud document management with e-signatures
Adobe Sign Reviews
Cloud-based eSignature solution Reviews makes business payments simple, fast, and secure
Box Reviews
Secure Content and File Sharing. Free Cloud Storage.
Clio Reviews
Cloud-based legal practice management software
Dropbox Business Reviews
File syncing, storage & sharing platform
Google Apps Reseller Reviews
Google Apps Deployment, Training, and Support
Google Calendar Reviews
Web-based time management & calendar application
Google Drive Reviews
Cloud storage and backup for files, photos, docs, and more
Mailchimp Reviews
Email and advertising marketing automation platform
Okta Reviews
On-demand identity & access management for enterprise
Slack Reviews
A single place for team communication and workflows
Trello Reviews
Visual collaboration tool for shared project perspectives
WORKetc Reviews
Business management system for SMBs
Xero Reviews
Accounting Software for SMBs
Salesforce Service Cloud Reviews
Customer Service & Field Service Management Solutions
Xero Reviews
Accounting Software for SMBs

Xero Is My New Hero  starstarstarstarstar  2015-07-18

What a wonderful surprise....after 15+ years on various flavors of QBOnline to switch to an accounting software package that makes sense! We are a Xero Certified Partner, I should say that up front. It to me three days to convert three years of data - that 70K transactions of raw bank feed and paypal feed date into a complete and balanced file.It took an hour and fifteen minutes to complete a salesforce itegration..something I never really got to work with QBOnline. In the two weeks that followed we got 27 companies set up on Xero and it all works well. It isn't perfect but its a vast improvement.


Add-ins are a pleasure. Conversion is a pleasure. The new report engine produces really pretty reports.


It doesn't act like it was written thirty years ago..oh yea that would be QBOnline

Rating breakdown

starstarstarstarstar  Value for money
starstarstarstarstar  Ease of use
starstarstarstarstar  Customer support

Time used

Less than 6 months

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