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Roen Ako
Tax Manager at Hunt Jackson, PLLC
Professional Background
Roen Ako is a distinguished CPA based in Seattle, Washington, with a rich tapestry of more than ten years in public accounting. With widespread experience that encompasses both audit and tax functions, Roen has honed his skills at a prestigious Big 4 accounting firm, providing him with a robust foundation in financial practices. His vast expertise also includes tenure at a reputable mid-tier firm, where he further expanded his professional repertoire.
Currently, Roen holds the position of Tax Manager at Hunt Jackson, PLLC, a local public accounting firm noted for its commitment to providing comprehensive accounting services to its clients. His role involves advising owner-operated businesses, affluent individuals, and healthcare entities, with a particular focus on intricate tax matters. This position allows him to leverage his extensive knowledge and experience to deliver exceptional value to his clients.
Education and Achievements
Roen Ako's academic journey laid the groundwork for his successful career. He completed his Bachelor of Arts in Accounting at Seattle University, where he cultivated a deep understanding of accounting principles. Recognized for his ambition and dedication, he pursued a master's degree at Golden Gate University, further enhancing his knowledge and expertise in accounting and taxation.
In his early education, Roen attended Kohala High School, where his interest in mathematics and finance began to flourish. This foundational education equipped him with critical analytical skills that would serve him well in his future endeavors.
Specialties and Expertise
Roen Ako possesses specialized skills that make him a sought-after expert in the realm of taxation. His focus areas include tax strategies for owner-operated businesses, real estate taxation, estate tax and planning, as well as servicing affluent individuals and healthcare entities. This specialization enables him to navigate complex portions of the tax code and provide tailored advice to meet the unique needs of each client.
In addition to his tax specialization, Roen has prior experience in performing financial statement audits. His exposure to diverse industries, including manufacturing, retail, and software, has armed him with unique insights into the financial dynamics of these sectors. Roen also has experience in auditing employee benefit plans, adding another layer of understanding to his professional skill set. While he has had minimal exposure to not-for-profit organizations, his versatility and willingness to learn allow him to adapt his auditing standards accordingly.
Achievements
Throughout his career, Roen Ako has made significant contributions to the field of public accounting. His ability to blend both auditing and taxation knowledge has set him apart in the industry. Not only does he possess technical knowledge, but he also has a talent for building strong client relationships, ensuring that he understands their needs and can provide tailored solutions.
In his role at Hunt Jackson, PLLC, Roen has played a critical role in developing effective tax strategies that benefit his clients. He is known for his meticulous attention to detail and his unwavering commitment to delivering high-quality service. His efforts in guiding clients through the complexities of tax compliance and planning have led to enhanced financial outcomes for the businesses and individuals he serves. Roen’s approach not only focuses on maximizing tax efficiency but also aims to align financial strategies with the overarching goals of his clients.
In addition to his direct client work, Roen is also involved in mentoring emerging accountants and sharing his knowledge through professional networks and community engagement. His dedication to the profession and contributions to accounting standards reflect his passion for fostering a new generation of financial professionals.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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- Reminders and Notes: Helps you remember important details about contacts
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.