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Jason Moi CPA*

Director - Assurance
Three People Meeting
 
53 State Street
38th Floor
Boston, MA 02109

617.807.5042
jason.moi@marcumllp.com
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*Licensed by the Commonwealth of Massachusetts

Jason Moi is a Director in the Firm's Boston Office and is a member of its SEC and High Technology groups. He has more than 13 years of accounting experience serving and working closely with both publicly-held and private entities. He provides auditing and assurance services to clients in various industries, including high technology, life sciences, biotech, software, manufacturing and employee benefit plans.

He also has extensive experience with complex accounting and finance issues such as complex debt/equity instruments, stock options, warrants, warrants with debt, equity derivative instruments and complex revenue recognition.

Mr. Moi shares his experience as an internal trainer and writes articles on various topics such as revenue recognition and the Dodd-Frank Act for the Firm's various newsletters.

Mr. Moi joined the Firm in 2003. Previously, he was an Experience Associate in the Assurance department at a "Big Four" accounting firm.

Professional & Civic Affiliations
  • American Institute of Certified Public Accountants (AICPA)
  • Massachusetts Society of Certified Public Accountants (MSCPA)
  • National Association of Asian-American Professionals
  • The Entrepreneurial Institute, Board Member
Subject Matter Expertise

SEC Financial Reporting
Venture Capital Backed Companies
Complex Equity Structures & Transactions
Complex Revenue Recognition

Practice Focus

Life Sciences
High Technology
Manufacturing
Software as a Service
Employee Benefit Plans
Not-for-Profit
Software

Education

Bachelor of Science, Accounting
Bentley University

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