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Joe Serrone, EA

Joe Serrone, EA

Data Analyst

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  • Timeline

  • About me

    Managing Partner at Infinity Business Builders and Polaris Tax & Accounting

  • Education

    • Keller Graduate School of Management of DeVry University

      2015 - 2017
      Graduate Certificate in CPA Preparation CPA Preparation

      The Graduate Certificate in CPA Preparation features advance core accounting competencies in order to earn academic credits that satisfy the state requirements for the CPA examination and licensing.

    • University of Phoenix

      2011 - 2013
      Associate of Arts (AA) Accounting

      The Bachelor of Science in Accounting (BSACC) promotes identification with, and orientation to, the accounting profession and is designed to provide knowledge and skills necessary to an accounting career. In addition to the key accounting course work at the introductory and intermediate levels, critical areas of study including auditing and taxation are required in the program. The importance of ethics and international issues are emphasized throughout the curriculum, along with core… Show more The Bachelor of Science in Accounting (BSACC) promotes identification with, and orientation to, the accounting profession and is designed to provide knowledge and skills necessary to an accounting career. In addition to the key accounting course work at the introductory and intermediate levels, critical areas of study including auditing and taxation are required in the program. The importance of ethics and international issues are emphasized throughout the curriculum, along with core competencies in technology and communication. Show less

    • University of Phoenix

      2013 - 2015
      Bachelor of Science in Accounting Accounting

      The Bachelor of Science in Accounting (BSACC) promotes identification with, and orientation to, the accounting profession and is designed to provide knowledge and skills necessary to an accounting career. In addition to the key accounting course work at the introductory and intermediate levels, critical areas of study including auditing and taxation are required in the program. The importance of ethics and international issues are emphasized throughout the curriculum, along with core… Show more The Bachelor of Science in Accounting (BSACC) promotes identification with, and orientation to, the accounting profession and is designed to provide knowledge and skills necessary to an accounting career. In addition to the key accounting course work at the introductory and intermediate levels, critical areas of study including auditing and taxation are required in the program. The importance of ethics and international issues are emphasized throughout the curriculum, along with core competencies in technology and communication. The program utilizes specific accounting problem-solving software to provide students with practical knowledge of the accounting field. The program also addresses the goals of professional values, communications and leadership skills, strategic and critical thinking skills, and technology skills of the professional accounting environment and provides additional coverage on the International Financial Reporting Standards (IFRS). Show less

  • Experience

    • Wells Fargo

      Aug 1999 - Sept 2011
      Data Analyst

      • Support management by gathering, analyzing and interpreting financial data used for reporting performance indicators, scorecards and other management statistical and analytical tools.• Developed ad-hoc reports to support leadership in the management of four Incoming Returns operation sites in order to achieve monthly key performance goals.• Performed new system testing, and prepared test scripts and test cases during the transition from Wachovia to Wells Fargo’s IRX systems.• Developed financial dashboards for the Incoming Returns sites in order to provide leadership with one single report used during monthly performance evaluation sessions.• Managed multiple projects/initiatives both as a project manager and subject matter expert in order to design and implement process improvement systems.• Provided active support with data analysis, budget preparation, financial forecasting and development of staffing models. Show less

    • Polaris Tax & Accounting

      Sept 2011 - now
      Tax and Accounting Strategist

      Today entrepreneurs are demanding proactive advice from their Accountant, someone who can guide them through the intricate world of Accounting, Taxation, and Business Management. Polaris Tax & Accounting is a forward-thinking Accounting Firm serving clients throughout the United States by providing complete back office financial solutions including:• Real-time Accounting• Proactive year-round Tax Planning• Tax Reduction Strategies• Payroll and HR Management• Personal and Business Tax Preparation.• Company Governance and Internal Controls Show less

    • Infinity Business Builders

      Jan 2021 - now
      Managing Partner

      At Infinity Business Builders we empower entrepreneurs to go beyond the numbers and grow their businesses in a self sustainable organization so that they can focus on doing what they truly love. Our Accounting Firm goes beyond just managing our client's Bookkeeping and filing Taxes Returns, as true Trusted Advisors we take a proactive and forward thinking approach to help clients build the best version of their business by offering:• Real-time Accounting• Payroll and HR support• Proactive year-round Tax Planning• Goal Planning and Execution• Tax Reduction Strategies• Tax Preparation and Compliance Show less

  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Joe Serrone, EA
      Wells Fargo Gold Coin Award 2010 Wells Fargo Apr 2010 Development of two essential databases within Wells Fargo that directly increased productivity and streamlined data entry time.
    • Awarded to Joe Serrone, EA
      Wells Fargo Gold Coin Award 2009 Wells Fargo Dec 2009 Developed a database for the Wells Fargo Incoming Returns team in order to electronically process large dollar notifications previously completed manually. This database saved Wells Fargo a substantial yearly fee and expedited the processing of Large Dollar Notifications.