Member Profile

Alan Portnoy

K.L.T. Business Connections
Rosterman, Treasurer
Industry: Accounting - Bookkeeping


Contact Me:
614-286-3073
email


Alan Portnoy
3962 Brown Park Dr., Suite H
Hilliard, OH 43026
614-541-9215
Business and Company Details:
I am a sole practitioner whose goal is to help individuals and organizations with their fiscal needs so they can focus on what they do best. What makes me different is I supply audit, attest and other assurance services; and spend much of my time working with nonprofit organizations. I also help clients with tax preparation and planning; provide accounting support and work on the documents needed by organizations to obtain their tax-exempt status.
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My education, training and business experience
Licensed CPA since 2003 with more than 15 years experience as an auditor, tax preparer and ledger accountant. My accounting/auditing background includes financial institutions, nonprofit organizations and collateral of asset-based loans. My tax background includes individuals, small businesses and nonprofit organizations. I also have strong writing and editing skills due to more than 15 years as a practicing journalist. '
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When I m not working, I enjoy .
Spending time with family, friends, wine tasting, attending soccer and other sporting events, and riding my motorcycle.
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Some of the Clubs, Associations and Volunteer activities that I participate in are
Member, American Institute of CPAs; Vice President of Operations, Good Neighbors of Central Ohio.
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Gold Star Information
Year Joined: 2011
918-933-4864