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@SolutionsForBos
Member since February 12, 2018
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SolutionsForBos

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I have worked in the areas of taxation, operations and finance for over 28 years. In all those years I always took the time to listen to my clients, then I speak and offers solutions. My formal education is in finance and marketing and I held my CFA and Series 7 for many years. I have been a serial entrepreneur my whole life, held director roles in public, private and non-profit companies, but my favorite role has always been that of a peer leader. I created Solutions For, Inc to help you grow your business and we provide consulting packages in the following four areas: 1. An immediately implementable tax plan to take advantage of credits, tax saving strategies, and set your entity up for now and the future. 2. A budget and operational plan that leads you every day of your business. 3. Immediate improvement in gross revenue and cash flow. 4. HR benefits package and company structures Check out our website at [login to view URL]
$80 USD/hr
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Experience

CEO and Founder

Feb 2014

I am the CEO and Founder of Solutions For, Inc. When you work with me, you will also be working with my team of business professionals. Our finance platform is more than a virtual tool; it is a team of real people that you have access to. My team and I have extensive experience in many industries. I have worked in the areas of taxation, operations and finance for over 28 years. My background is in finance and marketing and has held my CFA and Series 7 for many years.

Business Analyst and Consultant

Oct 2004 - Dec 2013 (9 years)

I worked with self-employed individuals, small family and closely held corporations in identifying business development opportunities, areas to improve for better compliance, and general business needs unique to the self-employed, including platform implementation, cash flow optimization, financial modeling, and full solution based analysis services.

Center Director

Nov 2002 - May 2003 (6 months)

Operations, team development, liaison with test preparation, tutoring and other programs through Yale University undergraduate studies and greater New Haven area.

Education

B.S.

1985 - 1989 (4 years)

Certifications

  • US English Level 1
    95%

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