services
services
services
services
about me
Meet CPA,
Simon Menkes
I’m a California Certified Public Accountant who has worked as an accountant for over twenty years. My experience is in many areas of business including technology, finance, construction, retail, real estate, and cannabis, and I’ve acted as both a public accountant and as a Controller in private industry. I now provide part-time CFO/Controller services for entrepreneurial companies.
I’m also a mediator certified by the National Conflict Resolution Center. I’ve mediated various business disputes including Customer/Vendor issues and Business/Government (both Tax-related and Code-related) issues.
I’m a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants and am a graduate of Princeton University.
MY FINANCIAL BACKGROUND
> CEO - Menkes Accounting & Mediation
March 2016 – Present
> $1,000,000+ settlement in a real estate/construction dispute
I offer part-time CFO services for entrepreneurial companies, services which include monthly financial statements, the streamlining of the company's accounting processes, and business forecasting. I'm also available for consulting and special projects. Accounting highlights:
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Overhauled company's accounting system for production of multi-year GAAP financial statements and helped draft private placement memorandum.
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Provided initial partnership accounting and GAAP statements for start-up investment company, allowing them to enter the capital markets for funding.
As a mediator, I've been involved in many different mediations and negotiations, including a $1,000,000+ settlement in real estate/construction dispute.
> Controller - Various Companies
December 2006 – February 2016
Acted as controller for several companies in real estate/construction, financial, and high tech fields. Handled sophisticated investments and authored several papers discussing correct accounting treatment of these investments. Prepared financial statements, cash flow analyses, projections, accounts payable and accounts receivable, audit compliance, customized cash flow analyses and projections. Oversaw international business transactions, including negotiation and administration of foreign bank letters of credit. Tracked partner capital, preferred return, and IRR in multi-tiered entities.
> CPA - Public Accounting Firms
1996 – November 2006
CPA in two Southern California public accounting firms. Audited and prepared financial statements for national real estate practice. Researched and resolved accounting and tax issues for clients in a variety of industries. Prepared financial statements and tax returns for individuals and single/multi-state businesses; negotiated with government on behalf of clients. Owned my own bookkeeping firm before 2002.
> Owner/Qualifying Individual - Lockwood Construction
November 1987 – June 1996
Licensed general contractor for Los Angeles based construction company. Responsible for sales, supervision of crews, and construction accounting on all phases of residential and commercial remodels.
> Education - Princeton University
OUR LOGO
For many years, I've been inspired by a true story about a dolphin who used to guide ships through a dangerous pass in New Zealand between 1888 and 1912. His name was Pelorus Jack, and during those twenty-four years, he never lost a ship!
Jack would swim alongside a vessel for twenty minutes at a time, taking it safely through the rocks and strong currents of the narrow channel. If the crew could not see him at first, they often waited for him. Many sailors and travelers witnessed his actions, and he was mentioned in local newspapers and depicted in postcards.
I chose the story of Pelorus Jack as the perfect metaphor for my accounting and mediation practice. Like Jack, my goal is to guide my clients through the turbulent waters of today's business environment and empower them to achieve their goals and visions!
Wikipedia, https://en.wikipedia.org/wiki/Pelorus_Jack
