Summary
Derrick Jordan is a tax and accounting professional with five years of experience across public accounting and corporate finance, blending practical AP/AR operations with hands-on tax preparation for individuals and businesses. He has supported clients at PKF O’Connor Davies, PwC, TurboTax via JDA, and H&R Block, and is an Enrolled Agent and near-CPA with three passed CPA sections. Derrick excels at systems migrations and process improvements—having led AP system implementations and internal control enhancements while managing high-volume invoice workflows in NetSuite, Bill.com, and QuickBooks. He routinely handles complex filings such as FBAR and nonprofit Form 990s, represents clients with tax authorities, and translates technical tax rules into clear guidance for small business owners. Based in Boston, he combines compliance rigor with a user-focused approach to reduce liabilities and streamline finance operations.
5 years of coding experience
3 years of employment as a software developer
O'Bryant School Math/Science
Graduate Certificate, Accounting, Graduate Certificate, Accounting at Southern New Hampshire University
Bachelor's Degree, Accounting, Bachelor's Degree, Accounting at Lasell University
Forensic Accounting, Forensic Accounting at Thomas College
English