Experience

Simply Tax Compliant

• United States
• Accounting
• 1 - 100 Employee

• Chief Executive Officer

  • Oct 2021 - Present

  Introducing Simply Tax Compliant. The ultimate tax organizer for small business. Take the hassle out of remembering deadlines and which form to fill out. Introducing Simply Tax Compliant. The ultimate tax organizer for small business. Take the hassle out of remembering deadlines and which form to fill out.



Accountable CFO, LLC

• United States
• Accounting

• Chief Financial Officer

  • Sep 2016 - Present

  Focused teams on business objectives and tracked progress to ensure project milestones were completed on time, on budget and with the desired results. Anticipated and managed change effectively in rapidly evolving business environments. Defined processes and tools best suited to each project • Presented to executive leadership key drivers and make recommendations on improvements increasing sales by 30%. • Worked collaboratively with key stakeholders to identify, define, and negotiate project scope, strategy, and outcomes of complex financial and technical projects. • Developed proprietary key performance indicators for financial and technical projects that accurately reflect, cost, productivity and time saved for clients which saved on average 10 to 30% in savings. • Managed product roadmap by keeping an eye on customer wants and experiences and making difficult decisions during the development and increasing customer satisfaction by 20%. • Conducted extensive investigations into small business use cases and requirements, while clearly documenting and communicating the requirements to technical and non-technical stakeholders. • Mitigated project risks by identifying issues early in the project planning process and ensuring there were contingencies and business workaround until the risks could be resolved. • Managed the requirement process through initial customer interviews to eliciting requirements through work sessions. Successfully converted requirements topics to user stories for multiple development teams. • Introduced new features and enhancements that increased system response while reducing the business processes over 30% • Managed backlog using JIRA, to create detailed, actionable, and prioritized epics, features and user stories. • Created cost-benefit analysis and return on investment (ROI) assessments that were used as a basis for decision making on proposed IT implementation projects. Show less