Leading Financial Reporting Experts

I am an Accounting graduate & started career as an Accountant. I also worked in academia as a teacher & researcher. Most of the tasks involved financial analysis & strategic decisions making. Now I share my long-term professional experience by writing article. My article mainly solve financial problems & advice how to recover it.

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.

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.

CoFounder of DualEntry, a modern ERP/accounting software venture-backed startup. Prior, CoFounder of Benitago, an ecommerce CPG group that grew to $100M in sales.

I am the General Manager of Uniwide, an international corporate service provider with headquarters in Dubai, United Arab Emirates, and offices in the Seychelles and London. I lead a dedicated team that registers companies in the UAE, Hong Kong, Seychelles, the British Virgin Islands and over 30 other jurisdictions. We offer tailored business solutions, including company formation and comprehensive compliance support for global entrepreneurs. I am committed to streamlining corporate registration so that my clients may focus on expanding their international ventures.

I am the Chief Financial Officer of Viking Roofing, reputable roofing company known for our commitment to quality and customer satisfaction. With over a decade of experience in financial management, I have played a crucial role in streamlining our operations and enhancing our financial performance. Born and raised in a tight-knit community, I developed a passion for entrepreneurship and finance early on. My keen analytical skills and strategic thinking eventually led me to Viking Roofing, where I have successfully implemented cost-saving measures and improved our financial reporting processes. Outside of my professional life, I am a strong advocate for women in business and actively mentor young professionals in my community. In my free time, I enjoy exploring nature, volunteering, and spending time with my family. Under my leadership, Viking Roofing continues to thrive, reflecting my dedication to both the company and our clients. My core strengths include: Management experience: Leading teams and making data-driven decisions Financial forecasting: Preparing financial forecasts and assessing markets Risk management: Identifying and mitigating potential financial risks Leadership skills: Inspiring and guiding teams to achieve financial goals

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.

Investor, entrepreneur, and founder of Invested Mom, empowering individuals to achieve financial independence and live unrestricted lives. With expertise spanning corporate leadership, wealth building, and content creation, I help others master investing strategies that transform financial futures. Former Tesla executive where I managed billion-dollar revenue recognition and led teams of over 100 people, I successfully transitioned from corporate leadership to entrepreneurship, retiring at 38 through strategic investing in stocks, real estate, and business ventures. Born in Cape Town, South Africa, my entrepreneurial journey began at age 9 selling fudge to schoolmates. Today, I leverage my diverse experience to guide others, particularly women, in breaking free from traditional employment constraints to control their time, resources, and financial destinies. As the author of the upcoming book "Living Unrestricted," I share practical frameworks for wealth creation that anyone can implement regardless of their starting point. My approach combines personal transformation with actionable financial strategies that have helped countless individuals replace their income through investing and build lasting wealth. Co-founder of Penfriend, an AI-powered content creation tool developed to solve the challenges of content operations and management that I experienced firsthand as a business owner. Passionate about democratizing wealth and financial education, I believe everyone deserves access to the knowledge and tools needed to secure their financial future.

I help Product based business owners reduce their time spent in managing finances ✡ Virtual CFO & Controller ✡ Added over 100M in bottomline of 500+ CPG businesses ✡ Focus on Custom Solutions using Technology