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Iralma Pozo, CPA

Iralma Pozo, CPA
Independent Consultant
iralma.pozo@cpa.com
(646) 820-1060

Iralmapozologo
I am a CPA who has worn many hats, with over 20 years of accounting experience. I am currently an independent consultant, educator, and motivator who provides value-adding services and empowerment to businesses and individuals. I advise on business efficiency and how companies can add value and balance into the equation of finding success. In addition, I bring my financial acumen to companies that focus on a variety of segments that merge my personal passion and professional expertise.
  
I earned a BBA in Accounting from Baruch College and a Masters in Finance from Pace University. I started teaching in 2014 and have taught at Baruch College and Mercy College in the past.  I am a past active member of the New York State Society of CPAs (NYSSCPA,) where I served as the CPA Careers Committee Chair and having serviced as a state-wide and chapter board member in the past.
 

About Us: I help organizations and individuals curate financial wellness and free up time and resources so they can focus on what matters most matters.
 
After my father died unexpectedly in January 2014, I found myself wanting to do more meaningful work and started teaching as an adjunct lecturer and working as an independent consultant. I found I didn't have the systems, structure, and support to build the advisory practice of my dreams and had a bad experience working at an outsourced accounting consulting firm. This all lead me to dig deeper and redefining my end goals, making me curate a new life. I use all of my expertise and experiences to provide guidance and add value to those I serve and advise in different capacities.

Archived Webinars Offered

HOW ADVISORS CAN HELP FAMILIES START SMART WITH THE EXPANDED CHILD TAX CREDIT

Date RecordedJune 15, 2021  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other