Ep 21: Back Office Solutions Expert

Back Office Solutions Expert Welcome to episode 20 of The Local Business Show. In this episode Jay MacFarland sits down with Jordan Goldman and they discuss his accounting business, Prime Ledger, how he got into it, his views on customer service and basically how it is that he helps small businesses. As an entrepreneur, Jordan Goldman CPA carries on a family legacy of hard work, but as Principal of Prime Ledger, he blazes a new trail. Their specialty is helping generational entrepreneurs to build family wealth by providing the care and intentionality of a small accounting team but delivering it through the digital systems and processes leveraged by big firms. Jordan and his team understand that a growing operation requires more than clean books. The scale so many entrepreneurs seek today requires back office management and systems to hold the capacity of the growth to come. His background as a Senior Accountant at Baker Tilly and as a Senior Associate at the Ernst & Young (EY) Financial Services Group based in Manhattan, is where he gained experience in Financial Statement Auditing and Internal Control Policy. Jordan received his BA in Accounting from SUNY Albany, and his Master’s Degree from Queens College. He is a Certified Public Accountant in New York State, and a member of the American Institute of Certified Public Accountants (AICPA). Here are some highlights from our episode with Jordan: · How he got into accounting and some of the companies he’s worked with and how he helped clients “re-do their back office”. · How Jordan addresses the resources of a small company and offers services that usually only corporations can afford. · The manner is which Jordan offers different services differently depending upon the short and long term goals of the company and owner. · How it is that Jordan’s services allows small business owners to focus on why they got into their business for, and to let the accounting and small tasks to them. · The way in which Jordan’s company and his team can work virtually and how that actually helps and not hinders his operations. · The effect of Covid on his business and how that he and his team have handled the new challenges. · Why staying organized is the best piece of advice for any new small business. · The processes that Jordan’s team uses to find new clients. Links Mentioned: https://www.prime-ledger.com Connect with Jordan & Prime Ledger: LinkedIn: https://www.linkedin.com/in/jordan-goldman-cpa/ Instagram: https://www.instagram.com/primeledger_biz/ Facebook: https://www.facebook.com/PrimeLedger1/ Email: Info@prime-ledger.com