Experience

Universal Accounting

• United States
• Higher Education
• 1 - 100 Employee

• Vice President - Student Enrollment

  • Nov 2019 - Present

  We work with existing and aspiring accounting professionals globally to start and grow their own Premier Accounting, Bookkeeping, Tax Preparation and Advisory services focused on the special needs of small business owners. We build Accountrepreneurs and Profit/Growth Experts. We work with existing and aspiring accounting professionals globally to start and grow their own Premier Accounting, Bookkeeping, Tax Preparation and Advisory services focused on the special needs of small business owners. We build Accountrepreneurs and Profit/Growth Experts.



NOAHCertified.org

• Orlando, Florida Area

• Advisory Consultant

  • 2018 - Present



Personal Sales Dynamics

• United States
• Professional Training and Coaching
• 1 - 100 Employee

• Creator, Instructor, Mentor

  • Nov 2015 - Present

  We build sales departments for small business owners who may not come from a sales or sales management background, from where they are to where they want to be. We build-in sales effectiveness, by building sales presentations and scripts that say the right thing in the right way for the right people to close business. We build-in sales efficiency with systems that increase potential sales in the funnel and decrease sales cycle time - CRM, Telephony, Accountability & Performance Tracking Systems, Online Training Management Systems, etc. We build sales teams - we hire, train, and even manage your sales team for you. Inside/Outside sales. Lead generation. Networking and referral generation strategies, working through Chambers of Commerce, BNI, CEO Space, and other networks. Show less



CEO SPACE INTERNATIONAL INC.

• United States
• Professional Training and Coaching
• 1 - 100 Employee

• Utah State Director

  • May 2018 - Nov 2019

  Join the global movement of Cooperative Capitalists to mentor and be mentored, to learn how to be a better CEO, to expand your connections with Potential Clients and Customers, Vendors & Suppliers, Employees & Contractors, Referral Partners, Affinity Partners, Affiliates, Mentors, Advisors, Financial Partners and Investors, to gain clients, solve business problems, and to effectively structure, sequence, and accelerate your business growth, nationally and internationally.

• Utah Club President

  • Sep 2017 - Nov 2019

  CEO Space International is an international network of Cooperative Capitalists dedicated to helping each other grow their businesses through education, mentoring, and expanding support, referral, and partnering networks for it's members. Their International Business Growth Conferences, held 5 times per year, are rated #1 by Inc. and Forbes magazines for their educational, mentoring, partnering, and networking opportunities. Their local chapters provide opportunities for local members to meet regularly to expand local opportunities. Show less



Universal Accounting

• United States
• Higher Education
• 1 - 100 Employee

• Vice President of Business Development

  • Apr 2014 - Oct 2015

  I develop and manage growth of our BizBench Benchmarking Reports on-line business analysis tool through on-line and face to face sales channels, and to expand the Universal Accounting Services arm of the company to other geographies. I also manage our on-line Virtual Conference Series of webinars, and expand develop and manage affilitate and strategic partnership relationships. In addition, I am responsible for expansion of direct internet sales and marketing.

• Vice President National Enrollment

  • Jun 2010 - Apr 2014

  Full P&L accountability for Universal Accounting's National Enrollment Call Center and sales and marketing processes including lead generation, staffing, training, scripting, process development, sales automation, marketing automation. Enrollment entailed extensive consultative sale model to guide students through the process of starting and growing their own accounting/bookkeeping/tax preparation business. Grew the department 136% in Gross Profit.

• Director of Seminars and Marketing Services

  • Dec 2004 - Jun 2010

  Full P&L accountability for growth and development of the seminar marketing channel in US and Canada as well as coaching programs and marketing services on behalf of Universal clients. Grew the department from 40 seminars per year to over 250 seminars per year with 860% growth in gross profit, a major contributing factor to the company achieving Inc 500/5000 status 4 years in a row and Utah 100 status 5 years in a row.



Clay Neves & Associates

• Personal Marketing Coach

  • Oct 2000 - Jun 2010



Murray Area Chamber of Commerce

• Advertising Services
• 1 - 100 Employee

• Executive Director

  • Dec 2000 - Oct 2004