Advisory Internship Program, NY/NJ

General Information:

Accepting Applications Year-Round
Hours: Monday-Thursday 9:00am-5:00pm
Friday 9:00am-1:00pm


The internship begins with two days of in-depth comprehensive training to become familiar with our advisory services, and continues  with hands-on training on advisory projects. The program is designed to familiarize our interns with:

  • The Paycheck Protection Program and forgiveness
  • Employee retention tax credit eligibility and filings
  • Due diligence analysis and Quality of Earnings reporting for transactions
  • Financial forecasting and projections
  • Business valuation calculations and reports

After completing the internship program, our interns have a basic understanding of the financial due diligence process and business valuation methods.

What you will learn how to:

  • calculate and process PPP forgiveness
  • process ERTC credits and amended payroll tax returns
  • complete a due diligence analysis and QofE report
  • complete a business valuation report
  • complete a business forecast and projection

Software you will use:

  • CFS Payroll Systems
  • QuickBooks
  • Excel
  • BV DataWorld

Responsibilities include assisting in the following areas:

  • Gathering and organizing information and work papers
  • Preparing financial statement analysis
  • Gathering data from databases
  • Evaluating analyses and data
  • Compiling reports


  • Students (preferably entering junior/senior year) in an undergraduate accounting and/or finance program
  • A desire to learn and grow in the field of advisory accounting
  • A positive attitude

    E.C. Ortiz is now Roth&Co!

    We are pleased to announce our merger with Roth&Co, a leading accounting and financial services firm with locations in New York, New Jersey and Israel.

    Read the full statement by Ed Ortiz Explore the newly expanded Roth&Co