Expert Accounting and Auditing Consultants

Senior Internal Auditor & Associate Professor at Bucharest University of Economic Studies. Certified Fraud Examiner Certified Internal Auditor BSc International businesses & economic Mres Behavioral Economics PHD Candidate Accountig Audit and Artificial intelligence

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.

I’m Peter Lai, the Chief Financial Officer at Engage Wellness. I oversee all aspects of the company’s financial management, providing strategic direction to teams in accounting and controls, financial planning, tax, treasury, and investor relations. My role involves partnering with business leaders to execute strategies that drive profitable growth. With over 20 years of financial management experience, I’ve held leadership roles in diverse industries. Before joining Engage Wellness, I served as the CFO for Haven Health Management, specializing in clinical, medical, and psychiatric care for substance use and mental health disorders. I’ve also held financial management positions at Lenovo and ADT Security Services. I earned a bachelor’s degree in accounting and an MBA from Nova Southeastern University.

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

BJRC Recruiting is a boutique search firm dedicated to placing top-tier Executive, Legal & Compliance and Finance & Accounting professionals. Our service offers targeted placements for executives and mid-to-senior level professionals. Our team is comprised of former practicing lawyers, CPAs and management consultants, and as a result, we know how to find the top talent in the marketplace. We have first-hand industry knowledge, which enables us to provide in-depth insights into current market trends and up-to-date salary specifics.

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

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.

Experienced as Technical Sales Engineer, Partner Manager, Senior Developer, Software Architect and Technical Solutions Consultant in digital media, financial services and geospatial industries - from large enterprise organisations to small start-up businesses.Specialties: Azure Cloud technology, Web and Windows application development, Umbraco CMS, geospatial solutions, technical relationship building and management, pre-sales support, requirements gathering and analysis, solutions architecture, web development.

Nauman Poonja is a seasoned financial executive and Certified Public Accountant who serves as CEO of Accounovation, a specialized consulting firm focused on providing fractional CFO services and comprehensive accounting solutions to manufacturers and growing businesses. With his MBA from the University of Houston's C.T. Bauer College of Business and a Bachelor's degree in Accounting from UT Dallas's Naveen Jindal School of Management, Nauman combines deep financial expertise with practical business acumen. Since founding Accounovation in 2020, Nauman has dedicated his career to helping small to mid-sized manufacturers maximize cash flow and profits by providing them with the tools and insights needed to understand their financial numbers. His firm operates as a virtual accounting department, delivering services at a fraction of the cost of traditional in-house accounting teams while maintaining the highest standards of financial management.

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

As a recognized financial leader and one of the Top 25 Software CFOs of New York for 2025, I bring over 20 years of experience in driving strategic financial transformation, building resilient infrastructures, and leading high-performing finance teams across global markets. Currently serving as CFO of WiserBrand and PissedConsumer, I oversee financial strategy, multi-system accounting implementation, and operations spanning the U.S., Canada, and Europe. I specialize in aligning financial frameworks with business objectives to ensure long-term scalability, stability, and profitability—even in times of uncertainty. My expertise includes: Strategic financial planning & analysis M&A readiness & execution SaaS and tech-sector financial modeling Cross-border compliance & risk management Leadership in HR and organizational culture I have led enterprise-wide automation initiatives, introduced advanced risk mitigation systems, and built finance departments from the ground up—ensuring transparency, agility, and data-driven decision-making. My background also includes editorial experience in financial media, which enhances my ability to communicate complex financial insights with clarity and impact. Grounded in transparency, accountability, and results-driven thinking, I believe leadership is about enabling growth, fostering trust, and turning numbers into strategy.

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