About

Shael B. Jacobson, is an accomplished certified public accountant with over forty-five years of experience. Mr. Jacobson handles monthly accounting; tax preparation and planning; bookkeeping; and QuickBooks consulting for his clients, who range from individuals to small to medium sized businesses. Mr. Jacobson prides himself on providing personal attention to all of his clients and delivers honest, straightforward advice on their financial matters.

Mr. Jacobson regularly prepares corporate, partnership, individual and trust tax returns; prepares, and analyzes financial statements; discusses short and long range business plans and strategies on minimizing taxes; performs software evaluations at retail store sites to enhance inventory controls and analyze critical sales data; works in conjunction with clients’ staff to set up company books; provides training for QuickBooks and various accounting software packages; and sometimes acts as an independent CFO on behalf of client firms.

In addition to his accounting and tax expertise, Mr. Jacobson is also a Certified QuickBooks ProAvisor with high-level certifications from Intuit and The Sleeter Group. He works with clients to install, set-up, and maintain their QuickBooks accounting systems.  He is experienced with QuickBooks Desktop, Online, and Enterprise versions.

He has also taught accounting and business planning, as well as developed courses on computerized accounting and QuickBooks at the college level.

Mr. Jacobson is a graduate of Woodbury University and started his accounting career at the firm of Seidman & Seidman (now BDO) before moving to Troulman, Levy & Company, and then opening his own practice in 1979.

When not working, Mr. Jacobson enjoys music, playing guitar, and classic cars.

Contact Mr. Jacobson now to assist you with your accounting, tax, or QuickBooks needs.

Licensure

  • Certified Public Accountant – State of California

Other Certifications

  • Intuit Quickbooks® Certified ProAdvisor
    • Desktop
    • Online
    • Enterprise
  • Sleeter Group Certified Quickbooks® Consultant

Education

  • Woodbury University, Bachelor of Science in Business Administration, 1970; Major in Accounting

Professional Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants
  • The Sleeter Group

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