Expert Accounting and Auditing Consultants

Specialties: Deal structuring, Credit analysis, Credit Risk, Product design, Fintech, SME Finance, Alternative Finance, Merchant Cash Advance, Business Loans, Financial Due Diligence, business valuations, dispute resolution, accounting reconstruction, data analysis and interrogation, Advisory services, Tax advice and structuring, flow of funds analysis, Litigation support, Forensic/Fraud Accounting investigations.

There is an interesting phenomenon being on the receiving end of a sales meeting when you spend so much time trying to do just that, it's a tough job to be sure and it is so easy to see what the difference makers are doing that seperate them from their peers. What amazes me is when there is a top notch service but it's ruined by a below average, sales rep. If you've ever been there - we should talk!

I am a U.S.-focused finance professional with over 10 years of experience in investment analysis, personal finance strategy, and accounting. I founded FinanceIdeas.org, where I publish real-world guides that help individuals and families solve complex financial problems; from retirement anxiety to market panic. My background blends academia, corporate finance, and consulting. I have served as a lecturer in accounting and as a financial analyst supporting strategic decisions in the investment sector. Today, I share my research-backed financial strategies in global media outlets and academic platforms like SSRN and ResearchGate. I specialize in topics such as investment psychology, risk-adjusted portfolio strategies, crypto investing, and behavior-driven financial planning. My goal is to translate timeless financial wisdom into actionable steps anyone can use to build long-term wealth. Need expert insights on crypto, investing, Accounting or financial panic-proofing? Contact me via FinanceIdeas.org or just e-mail me directly at kumartaposbanarjee@gmail.com

Publisher and founder of My Accounting Course, an online learning company that teaches accounting, business, and finance to over 2.5M students each month.

Elizabeth has over 15 years of tax and accounting experience. She earned her undergraduate degree in Accounting from Devry University and her Masters of Business Administration with an emphasis in Accounting and Finance from Keller Graduate School of Management. Elizabeth launched her career in the public accounting sector. She worked with clients in a variety of industries ranging from family owned enterprises to multinational public companies. Her diverse experience and skills are in business and individual taxation, tax planning, non-profit audits, budgeting and accounting services. For a period of three years Elizabeth also served, on a part time basis, as Chief Financial Officer for a few non-profit organizations in the Washington D.C. area.

Personal Finances, Budgeting, Investing, Crypto, Digital Marketing, SEO, Team Leading, Recruiting, Affiliate Marketing. Biggest strengths are in personal finances, leadership, SEO, link building, recruiting and general communication.

As the Head of Finance and Accounting at Lineal, a leading provider of outsourced finance and accounting services for SaaS, Ecommerce, and other high-growth businesses, I oversee a team of seven professionals who deliver high-quality, timely, and strategic solutions to our clients. With over 11 years of experience in corporate accounting, audit, and tax, and a CPA license, I have the expertise and the credentials to handle complex and diverse accounting challenges and opportunities.My core competencies include financial project management, close process, quarterly reviews, intercompany consolidation, capitalization of software costs, audit and tax compliance, and ERP system implementation and transition. I have successfully supported the growth of several high-growth SaaS clients, including Enfusion, where I led the accounting system upgrade to Oracle Netsuite and prepared the company for IPO. I am passionate about delivering value to my clients and my team, and I constantly seek to improve processes, systems, and outcomes.

Our team at Integrated Finance & Accounting Solutions excels in guiding federal financial management, honing a speciality born from 17+ years of dedication to efficiency and accountability. We leverage analytical skills and process improvement to ensure that government programs operate with peak fiscal precision.Our mission is to empower government agencies to achieve their goals effectively, underpinned by robust financial strategies and systemic integrity.

For over 30 years, Jim has been a change agent in the nonprofit and public sectors. Just recently, he finished his 7th interim executive position. Jim was the Interim CEO of the Yerba Buena Center for the Arts, a visual and performing arts center in the heart of the cultural and convention district of San Francisco. There, he helped reduce a projected $4M deficit to $600k surplus and built back trust with the staff after a major public relations crisis. Previously, Jim was the Interim CEO of Downtown Streets Team, a nonprofit rated as one of California’s top five evidence-based best practices in transitioning the homeless to self-sufficiency. Over 18 months, he turned an $800,000 deficit into a $500,000 surplus while also paying off a third of their debt. Previously, he served as the interim executive director of five other nonprofits. His additional positions include acting as the Chief Communications Officer for the American Red Cross in Colorado, the interim Chief Operating Officer for More than Me (an international nonprofit for girls in Africa), and the Chief External Relations Officer for the Minnesota Zoo. In addition to his nonprofit work, Jim is passionate about good government. Jim was the VP of Strategy at CivicMakers, a San Francisco government innovation consultancy. There, he co-facilitated a three year strategic roadmap for the City of Hayward and designed process improvements for over 40 internal procedures for the City of Berkeley. As a 2014 Humphrey School Policy Fellow, 2013 White House Innovation Fellow finalist, and winner of the 2012 Minnesota Idea Open, he has been recognized for excellence within the public sector. Jim holds a master’s degree in public policy from Duke University and a bachelor’s degree in political science and communications from the University of Pennsylvania.

Recent MBA graduate with a deep understanding of finance and economics, nearly ten years of capital markets experience working with some of the world’s largest institutional clients, and refined technical skills. Energetic team player with excellent interpersonal skills and a passion for solving complex business problems. Highlights by category include… Performance Excellence, having won “Team of the Year” on six-person team within line of service consisting of several hundred employees. Relationship Management, having increased broker satisfaction by consistently exceeding performance expectations. Operational Insight, having developed and implemented a VBA program that produced approximately $50 million per month in additional liquidity in order to facilitate greater trade volume and to mitigate risk. Revenue Generation, having added more than $500K in annual revenue by improving one of our processes regarding pricing and overnight investments.

As a serial entrepreneur who has set up various educational ventures in the past, I have a strong aptitude for learning new things and translating core educational strategies into effective operational plans. This passion has helped me a great deal in ensuring that our learners can convert their potential into rewarding results.In my sixteen years of teaching career, I have delivered courses under NQF, QCF and RQF framework, and have taught professional courses such as CIMA and ACCA. As the lead IQA, I have also led successful inspections/reviews from ASIC, QAA, ISI, and many awarding organisations. I often get involved in corporate training with head of departments, both within the UK and abroad, to ensure mutual sharing of knowledge and experience.I am looking to connect with like-minded individuals to explore further opportunities to expand our range of products and services, and to get involved in discussions that can benefit both the FE and HE sectors.

Financial Counselor at Birch Community Services. BCS is a program that provides food for families that are going through a financial hardship and pairs it with financial literacy. The families go through a personal finance course and meet 1x1 with a Financial Counselor throughout their time in the program.

You don’t have a money problem. You have a relationship problem. If you are already a high-earning woman, you don’t need more money to fix your anxiety, you need a better relationship with the money you have. My mission is to empower high-achieving women towards financial and emotional intelligence through money mindset shift, behavioral financial planning, and somatic breathwork healing. It's time for a new approach. By refining your communication and relationship with your money, you can truly enjoy the freedom you've earned. #financialtherapy #financialplanning #moneymindset #wealthbuilding #financialcoach

Managing partner of CPA firm providing CFO and bookkeeping services for law firms.

Jeffrey Barnett is a fiduciary financial advisor with over 30 years of experience, specializing in growing wealth, tax optimization, and retirement security. Jeffrey created and manages Fintegrity , an independent, fee-only, fiduciary Registered Investment Adviser (RIA) to serve clients who reside in the United States. At Fintegrity , we create unique solutions for each client investing more than $1 million. Our personalized approach ensures precision and care toward meeting your financial aspirations.Call Jeffrey at (201) 266-6829 or email Jeff@Fintegrity.com for a complimentary consultation. Let us help you secure your financial future.

I'm the Chief Financial Officer of Soba New Jersey, where I manage key areas of the business, including sourcing, market and site feasibility, financial analysis, deal structuring, negotiations, equity raising, investor relations, licensing, rezoning, and collaborating with architects on new construction and renovations. I’ve led complex real estate transactions in prime markets like New York, New Jersey, and South Carolina, with successful projects such as the Coastal Carolina University student housing development, a 60,000 SF industrial warehouse in Wayne, NJ, and multiple community facility daycare leases in NYC. Additionally, I co-launched Soba New Jersey, a luxury detox center dedicated to providing individualized, holistic inpatient and outpatient behavioral health programs. My career has centered on identifying high-growth opportunities, particularly for businesses in transitional phases like M&As and IPOs, and my leadership has been instrumental in Soba New Jersey’s growth and success.

Even before I became a CFO at a non-profit, I was always passionate about volunteering and helping others. Very early in my career, I published the largest CPA website dedicated to helping international CPA candidates pass their exams, just as I had. From there, I went on to publish accounting sites for many other accounting certifications with the same intention: to help other candidates. While I’m still inspired to help accounting candidates, I’ve recently merged my love of finance and helping others in another way. I’ve taken on the rewarding responsibility of handling the finance, taxation, accounting, and compliance side of New Sight’s organization. New Sight is a non-profit that seeks to improve the quality of vision care people in the Republic of the Congo receive. For me, it’s essential to give back to other accountants and communities in which there is a need.

Strong media, finance, and communication professional with a Bachelor of Commerce - BCom focused in Marketing/Marketing Management from the University of Guelph.

Hi, I’m Wassia [Pronounced Wa-see-Ya] I help finance and accounting professionals become the kind of leaders people enjoy working with, not just the ones who know the numbers. I’ve spent over 15 years leading finance teams across different industries, from manufacturing to tech to nonprofits. I’ve led teams through tough situations like layoffs, big growth, system implementations, and everything in between. Now I teach what I wish someone had taught me earlier: - How to see the bigger picture, - How to build influence and credibility, - And how to evolve from a technical expert to strategic business partner. Here’s how I do that: - I speak at conferences and company events - I teach with partners like Wharton Online, The AICPA and The AFP. - I share real-world stories in my podcast and newsletter, The Diary of a CFO. - I have created a leadership program to help mid-career FP&A and accounting professionals reach the executive level (i.e. VP, CAO, CFO). If you’re trying to grow as a leader, or help your team do the same, I’d love to connect. WassiaKamon.com Info@WassiaKamon.com