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Irvin J

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CPA/MBA with decades of business experience
Louisville, Kentucky
Active over a week ago

Accountant in Louisville, Kentucky

I'm an
Irvin L. Jaffe is an experienced financial and general management professional with over 35 years experience in a variety of privately owned companies. Mr. Jaffe is a Certified Public Accountant with experience that includes financial accounting and reporting; asset acquisition, maintenance, and sale; initiation and maintenance of banking and lender relationships; project management; and process automation. Mr. Jaffe also has experience in Chapter 11 bankruptcies, both corporate and personal, including the giving of depositions and court appearances, monthly report preparation for the court, and the management of both scheduled and proofs of claim. He has been a guest faculty member at the University of Louisville in Production Management and more recently in Microsoft Excel. As an owner of Equilibrium Personal Management, LLC, Mr. Jaffe provides family office services to families and individuals. These family services include financial reporting, cash management, bill paying and statement reconciliation; management of estate planning, tax preparation, and investments; large asset purchases and sales; and various other financial and business management needs. Mr. Jaffe's clients are located in the mid-west, and outside of the US. Before Equilibrium Personal Management, Mr. Jaffe was the President and Treasurer of MLC Holdings, LLC (the family office to manage US based assets for an Italian family) a corporate controller for Stemwood, Inc. for one year and a staff accountant for Amick and Helm CPAs (now Amick and Company) for a period of two years. Mr. Jaffe was a Vice President in charge of inventory and production control and automation at Dispensers Optical Service, Inc. for eleven years. He has a Masters of Business Administration, Industrial Management degree from the University of Cincinnati and a Bachelors of Science in Commerce, Management degree from the University of Louisville where he graduated laude.


Personal accounting
Project accounting
Tax accounting


Accounting system setup
Business consulting
Corporate rescue and insolvency
Financial planning
Financial reporting
Modelling and business planning
Real estate
Tax accounting


I have been trained as:
Certified public accounting

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