Jeffrey Herzog, MAcc, CPA

Assistant Lecturer, Department of Accounting and Business Analytics

Pronouns: he/him/his

Contact

Assistant Lecturer, Department of Accounting and Business Analytics
Email
jherzog@ualberta.ca
Address
1-27B Business Building
11203 Saskatchewan Drive NW
Edmonton AB
T6G 2R6

Availability
By Appointment

Overview

About

I hold a Bachelor of Commerce (2015) and a Master of Accounting (2020) from the University of Alberta. I also completed the CPA Professional Education Program and hold a Chartered Professional Accountant designation (2018).

Prior to joining the University of Alberta, I spent 3 years in public practice accounting, primarily working with small business clientele and non-profit organizations. I worked on a variety of engagements focused on assurance, financial reporting, and taxation.

I actively volunteer with CPA Alberta and sit on the Board of Directors of the Business Alumni Association. I also fund three annual scholarships at the University of Alberta, which are available to students in the Accounting Honors and Master of Accounting programs.

Outside of accounting, I enjoy staying active and have been participating in CrossFit for over 5 years.

Feel free to add me on LinkedIn or follow me on Instagram under the handle @jeffthecpa. 


Teaching

I have a variety of teaching interests that center around financial reporting and taxation. Please see below for a complete list of courses I am teaching in the upcoming academic year. I also teach in the CPA Professional Education Program and lead software bootcamps on Sage 50, QuickBooks Online, ProFile, and Microsoft Power BI.

Students can expect a mixture of lecture, note taking, class discussions, and class exercises in my courses. Wherever possible, I aim to incorporate my experiences in public practice accounting into class activities.

My goal is to prepare students for the CPA Professional Education Program or equivalent. My courses meet the entry level requirements specified in the CPA Competency Map, including coverage of data analytics and information systems. Where appropriate, students are also introduced to past CFE / UFE cases.

Courses

ACCTG 300 - Introduction to Accounting

Provides a basic understanding of accounting: how accounting numbers are generated, the meaning of accounting reports, and how to use accounting reports to make decisions. Note: Not open to students registered in the Faculty of Business. Not for credit in the Bachelor of Commerce Program.

Fall Term 2021 Winter Term 2022
ACCTG 414 - Intermediate Financial Accounting I

First of two courses covering principles, methods and applications of current and proposed Generally Accepted Accounting Principles (GAAP). Emphasizes accounting for operating and investment assets, and related income measurement and disclosure. Prerequisites: ACCTG 311 and 322. Not open to students with credit in ACCTG 412. There is a consolidated exam for ACCTG 414.

Fall Term 2021 Winter Term 2022
ACCTG 468 - Corporate Taxation

A study of the major tax concepts behind the specific provisions of the Income Tax Act in the taxation of corporations, corporate distributions and transactions between corporations and their shareholders. Emphasis on applying the Act in practical problems and case settings. Prerequisite: ACCTG 467.

Fall Term 2021
ACCTG 501 - Introduction to Financial Reporting and Analysis

Accounting information's role in recording and reporting on economic and business events including the primary financial statements: balance sheet, income statement, and cash flow. Concepts and purposes underlying financial reporting. Selection of accounting policies and their informational effects for external users. The course begins to develop students' abilities to evaluate and interpret financial information through basic financial analysis.

Fall Term 2021 Winter Term 2022

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