Project Description

Jacqueline Platt
Sage Intacct Certified Logo

Jacqueline R. Platt

Senior Manager
Rochester, NY

QuickBooks® Accounting Software
Working with small and closely held businesses

Jacquie is a Senior Manager in Insero & Co.’s Outsource Accounting Services Group with over 25 years of hands-on experience in operational management accounting, process engineering, and financial reporting. Jacquie provides support to clients assisting them to advance their accounting departments through staff training, developing monthly routines, and establishing processes to improve internal financial reporting that allows for accurate and timely financial reporting. Her experience with cash flow management and budget preparation has proven to be a key resource to business owners. She has applied her talents in the service, manufacturing, high-tech, nonprofit, retail, SEC, and public utilities sectors. She is a Certified QuickBooks ProAdvisor® with experience in implementation and use of QuickBooks versions 2004 to present and has led numerous QuickBooks seminars over the past ten years. Jacquie is also a Certified Sage Intacct Accounting Specialist.

Monroe Community College, Associate of Applied Science in Business Administration
State University of New York, College at Brockport, Bachelor of Science in Accounting

Certified QuickBooks ProAdvisor
Certified Sage Intacct Accounting Specialist

ReStore Committee Member/Volunteer, Flower City Habitat for Humanity

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