aBIZinaBOX Leadership Team

aBIZinaBOX Leadership Team

aBIZinaBOX represents the constant evolution of cutting-edge interfaces of thought and practice in integrated financial advisory, tax, predictive analytics, and technology consulting. We innovate aggressively with the interest of our clients above all else, with responsibility and a stewardship role for our practice, our people and our profession.

Jordan S. Zoot, CPA – Managing Director – CEO
Managing Director & CEO of integrated transactional financial advisory, tax, and technology consulting firm – aBIZinaBOX Inc – New York, Chicago and Oakland

CPA.CITP.CISM.CGEIT.CGMA

Expertise with: Alt. Investments/Private Equity, Real Estate, Professional Services, CA Cannabis, Tech Start-Ups and Distressed Assets/Debt

Leadership Team
Jordan S. Zoot, CPA – CEO

Technology Certifications including:

Advanced & High Complexity Cloud Integrator
AICPA PCPS, CAQ,, IMTA, CITP
ISACA CGEIT, CISM

Technologies & Platforms – with Certifications and Full Partner Program Members
Google Cloud Partner – G Suite, Education, Chrome, Android
Google Partners – Adwords & Analytics
Microsoft CSP Silver Partner – Office 365, Azure Platform
Amazon Web Services – Consulting Partner, EC2, S3, Dockers
Collab., Sync & Sharing – box.com, Dropbox Business, cloudHQ.net
Enterprise Apps – salesforce.com, Evernote Business, Zendesk
workato.com – Advanced Integration Platform, Fishbowl Inventory & ERP
Financial Apps – Xero Gold Accounting Partner, METRC, bill.com, expensify.com, Tsheets.com and 40 other technologies
Hardware – Dell Consulting Partner, Sonicwall Firewalls and Cisco VPN, and Apple [OS X and iOS]

CPA+Apps+Experience = Customer Success
AICPA – PCPS, CAQ Member Firm

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

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

Samuel E. Levinson, CPA – Managing Director
aBIZinaBOX Leadership Team
Samuel E. Levinson, CPA

Samuel E. Levinson, CPA has extensive experience with working with public and private REITs, inbound foreign investment in real estate, acquisition due diligence and other transactional tax advisory work.

Sam worked extensively with owners and operators of real property including opportunity funds, real estate investment trusts, and foreign inbound real estate investment, primarily from China.

We seek to innovate and impact everywhere we engage. Our focus, experience, and skills are broad and deep….seeking to fully adhere to the legal, regulatory and professional standards where we practice. aBIZinaBOX competencies, programs, memberships, and certifications:

Accountancy:
US – AICPA’s PCPS, CAQ, Tax and IMTA and CPEA Practice Sections, National Peer Review for our A&A Practice, Tax Section, and IMTA for technology
UK – ICAEW and CIOT
ANZ – CAANZ and The Tax Institute

Technology Channel Partnerships – the firm is a Channel Partner and Individual Professionals are Certified with

Advanced & High Complexity Cloud Integrator
AICPA PCPS, CAQ, IMTA, CITP
ISACA CGEIT, CISM
Expertise in regulatory compliance – HIPAA, FINRA, FERPA, SEC 17(a)(3)-(a)(4), eDiscovery

Technologies & Platforms – with Certifications and Full Partner Program Members
Google Cloud Partner – G Suite, Education, Chrome, Android, GCP
Google Partners – Adwords & Analytics
Microsoft CSP Silver Partner – Office 365, Azure Platform
Amazon Web Services – Consulting Partner, EC2, S3, Dockers
Collab., Sync & Sharing – box.com, Dropbox Business, cloudHQ.net
Enterprise Apps – salesforce.com, Evernote Business, Zendesk
workato.com – Advanced Integration Platform, Fishbowl Inventory & ERP
Okta MFA SSO
Financial Apps – Xero Gold Accounting Partner, bill.com, expensify.com, Tsheets.com and 40 other technologies
Hardware – Dell Consulting Partner, Sonicwall Firewalls and Cisco VPN, and Apple [OS X and iOS]

CPA Services

Client Portal     Support Portal    Store 

Quick Assist

General Terms