Sign in to view more insights
Get insights to quickly find providers that fit your needs, view mutual connections, and contact them directly Sign in
Providing services: Financial Advisory, Business Consulting, Financial Consulting, Tax Advisory, Legal Consulting, Budgeting, Financial Accounting, Financial Analysis, Financial Planning, Financial Reporting
Summary: I'm a CPA specializing in business financial planning and strategic profit analysis. My journey in the financial world has been a continuous quest for improvement, innovation, and strategic foresight. I hold a BS in Business Administration and a Master's in Accounting from Northeastern University. I am a Kolbe Certified Consultant and Certified Actionstep Partner. My career began with key internships at Ernst & Young and TJX, where I developed a keen eye for auditing and investigative analysis. These experiences laid the groundwork for my role at RSM in Boston, where I further honed my auditing and financial compliance skills. Since joining Steinbacher, Goodall & Yurchak, I've ascended from Senior Staff Accountant to a pivotal role in financial planning and analysis, showcasing my ability to drive financial optimization and management with unparalleled efficiency. At the Million Dollar Solution, I apply my expertise as a Strategic Profit Analyst. My strategic, hands-on approach helps firms meet and exceed their financial goals. My focus on identifying inefficiencies, streamlining operations, and implementing robust financial practices ensures that businesses easily navigate financial complexities, fostering sustainable growth and resilience. Outside work, you'll find me exploring Boston Harbor with my dog, Minnie, diving into a good book, or traveling the world to seek new adventures and perspectives. I believe in the transformative power of financial management, not just for businesses but as a principle that guides personal growth and understanding.
Providing services: Leadership Development, Team Building, Non-profit Consulting, Event Planning, Product Launch Events, Budgeting, Financial Accounting, Data Reporting, Strategic Planning
Summary: Seasoned program manager and network activator with over ten years of experience building capacity and developing programs, networks, and initiatives with equity at its core. Track record developing and managing over 200 programs, including fellowships, professional development modules, and courses. Nominated the top 100 most influential academics in government by Apolitical, where I shared ideas and experiences in an article on leadership and gender equity. Program designer of the Columbia Women Leadership Network in Brazil.
Providing services: Accounting, Bookkeeping, Financial Accounting, Real Estate, Business Analytics, Editing, Technical Writing
Providing services: Budgeting, Financial Accounting, Financial Analysis, Financial Planning, Financial Reporting, IT Consulting
Providing services: Small Business Tax, Tax Preparation, Tax Advisory, Bookkeeping, Personal Tax Planning, Financial Accounting, Financial Reporting, Retirement Planning, Payroll Services
Get insights to quickly find providers that fit your needs, view mutual connections, and contact them directly Sign in
Summary: We serve businesses and individuals with bookkeeping. We tailor our services to the needs and desires of our clients; no "off the shelf" or "a la carte" prepackaged options. We can help set up books for the first time, jump into an established business, clean up past messes, and embed ourselves into existing finance departments, as needed. We strive to integrate with our clients as seamlessly as possible.
Providing services: Financial Accounting, Financial Analysis, Financial Planning, Financial Reporting, Wealth Management, Commercial Real Estate, Strategic Planning, Budgeting, Financial Consulting, Financial Advisory
Summary: Graduated with a Masters of Science in Finance(Investments) from Suffolk University, Boston, MA. I posses 4 years of professional experience under my belt. Having worked on various projects throughout my professional career, a few of my accomplishments include: *Slashed the administration cost by 9% by negotiating prices and fees, while ensuring the continuation and enhancements of services *Ensured accurate and timely valuations of all assets within the portfolios with emphasis on international blue-chip securities, stock-index futures and options and, exchange rate hedges *Explored optimal capital structure considerations involving equity linked, high grade blue chip and high yield debt products in accordance with client’s risk tolerance and profile *Received the award for “Most Efficient Analyst” in the team, December 2018 *Managed a $500,000 budget, with a reduction of costs totaling 15% over 3 years *Supported and exercised business development and project accounting controls (development of proposals, presentations, valuation, general ledgers etc.) *Managed multiple equity and debt portfolios *I also do have exposure to an open, corporate and multicultural working environment
Providing services: Financial Accounting, Financial Analysis, Financial Reporting
Summary: -Two professional internships as an auditor in an accounting firm and a government institution. -Experienced professional with a strong background in financial analysis and project management. Proven ability to establish effective communication with clients. -Passed 6 ACCA exams, Proficient in Microsoft Project, Microsoft Office (World, Excel, PowerPoint) -Preparing CPA
Providing services: Accounting, Financial Accounting, Business Consulting, Financial Consulting, Budgeting, Financial Analysis, Financial Reporting, Commercial Real Estate
Summary: Proven Corporate Controller, VP Finance, CFO with extensive pharmaceutical and biotech start-up experience with a focus on process excellence and increasing business performance with reduced costs. Experienced in designing fully automated processes which improves performance and satisfies all cGMP, SOX and GAAP requirements. Highly skilled in building trust and relationships at all levels, stakeholders, investors, bankers, and regulators. Expert in delivering results that exceed expectations.
Providing services: Wealth Management, Financial Planning, Financial Analysis, Financial Accounting, Commercial Real Estate, Real Estate, Real Estate Marketing, Commercial Lending
Summary: Dedicated finance professional with robust accounting expertise and proven track record in financial analysis, reporting, and portfolio management. Skilled in optimizing cash flows and leading teams to success. Seeking to leverage skills for driving organizational growth and profitability.
In basic terms, financial accounting is tracking the financial records for a business. Whether you operate a small diner in Beantown or you own a shop near Fenway Park, maintaining up-to-date financial records is crucial to your business success. Hiring the right accountant to handle these financial accounting services can give you more time to focus on other aspects of your business.
Before you can find the right accountant to meet your needs, you must first understand the basics of financial accounting.
Financial accounting involves the process of recording, tracking, analyzing, and reporting a company's financial records. Financial accountants also prepare various financial statements, including income statements, balance sheets, and cash flow reports.
Most accountants follow the Generally Accepted Accounting Principles set by the Financial Accounting Standards Board. Following these principles of financial accounting ensures accuracy and consistency.
Managerial accounting is typically used for internal purposes to help business leaders set goals and make financial decisions. Financial accounting, on the other hand, is used to highlight the company's financial health to investors, creditors, and other interested parties.
Financial accountants not only manage your financial records for you, but they can help you make better financial decisions for your business. Having up-to-date records and financial statements can provide you and your creditors with a better view of your business's overall financial status.