About Me

Qualified Forensic Accountant

Over 7 Years of Experience

Actively Pursuing CPA Designation

Forensic Accounting Degree

I earned a bachelor’s degree with a concentration in Forensic Accounting from the CUNY Baccalaureate for Unique and Interdisciplinary Studies/Baruch College.

7+ Years of Experience

I have been working in the field of accounting for over 7 years when I started my career as a bookkeeper and accounts receivable coordinator in 2014.

QuickBooks ProAdvisor

I’ve been certified as a QuickBooks Online ProAdvisor since 2015. I’ve been keeping up with my annual recertification ever since to keep up to date with new features.

Jason Joel

Forensic Accountant

I’m Jason Joel. I am a forensic accountant who performs forensic research to trace funds and identify assets for recovery. In addition, I conduct forensic analysis of financial data, prepare forensic accounting reports from financial findings, and prepare analytical data for litigation or other purposes as needed. I’ve earned a bachelor’s in Forensic Accounting from CUNY Baccalaureate for Unique and Interdisciplinary Studies/Baruch College.

My work requires me to be on the cutting edge of technology to find hidden assets and protect my clients’ interests while uncovering fraud schemes that target them. My skills involve tracing bank accounts, fraudulent transactions, asset identification, money laundering investigations, securities fraud investigations, and more! As a result, you will always find me ready with my findings when it comes time for trial or investigation.

The best part about my job is that it’s never the same day twice! Every case has its own set of challenges that allow me to learn new things every day. The hardest part about my work is informing management that fraud has occurred right under their noses.

I have been in the business of accounting for over seven years when I started my career as a bookkeeper and accounts receivable coordinator before going into private practice. As a result, I possess a comprehensive knowledge of GAAP and experience in Accounts Receivable, Accounts Payable, Bank Reconciliations, Payroll, Data Entry, Invoicing, Budgeting, Financial Reporting, and Forensic Investigations.

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Experience & Education

I started my career in Accounting over 7 years ago as a Bookkeeper and Accounts Receivable Coordinator. During this time, I earned my bachelor’s degree from CUNY Baccalaureate for Unique and Interdisciplinary Studies/Baruch College.


September 2014

Started Career as Bookkeeper and Accounts Receivable Coordinator

July 2015

Earned QuickBooks ProAdvisor Certification

August 2019

Graduated from Borough of Manhattan Community College with Degree Honors and on the Deans List

May 2021

Graduated from Excelsior College with Degree in Liberal Arts

January 2022

Graduated from CUNY Baccalaureate for Unique and Interdisciplinary Studies/Baruch College with Degree in Forensic Accounting. Placed on the Dean’s List for Academic Excellence.

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Get in touch.

I’m here to help you meet your financial goals. Let’s chat today and see how we can work together!

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Get in touch.

Address

1501 Broadway
New York, NY 10036

Contact

(212) 249-3666
[email protected]

Hours

Monday-Friday 9 am – 5 pm