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As a CFA Level 3 Candidate, I am enthusiastic about helping students with the Finance-related questions.

Also, I have passed all sections of CPA exams, and I am confident in solving accounting related problems.

Quickbooks is the concentration of my professional practice. I am a QuickBooks Pro-advisor and I am ready to help clients with the software as well related accounting issues.

Insurance license exam is another area of my expertise, as I have nailed the exam after fairly short period of preparation.

I pass all of the aforementioned examinations at the first attempt with top percentile scores, and I would like to share all of the fundamental knowledge and practical testing skills you need to pass the exams.

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Joe’s Qualifications

Education & Certification

Undergraduate Degree: Capital University - Bachelor of Accountancy, Accounting

Graduate Degree: Fordham University - Master of Science, Accounting


Reading, Teaching

Tutoring Subjects


AP Microeconomics



CFA - Chartered Financial Analyst - Level 1


CLEP Financial Accounting

College Accounting

Conversational Mandarin

Cost Accounting


CPA AUD - CPA Attestation and Auditing

CPA BEC - CPA Business Environment and Concepts

CPA FAR - CPA Financial Accounting and Reporting

CPA REG - CPA Regulation

Exam FM - Financial Mathematics


Financial Accounting

High School Accounting

Insurance License

Intermediate Accounting


Managerial Accounting

Mandarin Chinese

Mandarin Chinese 1

Mandarin Chinese 2

Mandarin Chinese 3

Mandarin Chinese 4


Personal Finance

Professional Certifications

Test Prep

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