aBIZinaBOX Leadership Team

Compliance Services

 

Jordan S. Zoot, CPA – Managing Director – CEO

Samuel E. Levinson, CPA – Managing Director

Diana Halenz, CPA – Director

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.

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]

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