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Goli Sadeghi profile image

Goli Sadeghi

Owner &amp; CPA at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">AGS Tax Solutions</span>
Intro Book
Seasoned financial professional with expertise in financial analysis, business strategy, and leadership.
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Location
San Diego, California, United States, US
Languages
  • English Native or bilingual proficiency
  • Farsi Native or bilingual proficiency
Skills
  • Financial Analysis
  • Diversity And Inclusion
  • Business Strategy
  • Business Analysis
  • Business Planning
  • Show all
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Bio

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Goli Sadeghi is a seasoned financial professional with 20+ years of experience in financial analysis, business strategy, and leadership. She holds a Certified Accountant degree from the University of California, San Diego, and is a Certified Public Accountant. With expertise in financial planning, business analysis, and office management, Goli has successfully grown businesses from start-ups to $10 million in revenue.

Credentials

  • Accountant/Certified Public Accountant
    Certified California Board of Accountancy

Experience

  • AGS Tax Solutions
    • Greater San Diego Area
    • Owner & CPA
      • 2017 - Present
      • Greater San Diego Area
  • Southbay Cardiovascular
    • Chula Vista, CA
    • Office Manager
      • 2007 - 2014
      • Chula Vista, CA

      • Recruited to provide leadership and accounting guidance for a private cardiology practice.• Grew from start-up to $10 million in 3 years by implementing integrated new medical equipment into the practice.• Increased profitability through analyzing current accounting practices and implementing m...

  • Wells Fargo Van Kasper
    • San Diego, CA
    • Financial Assistant
      • 2001 - 2004
      • San Diego, CA

      • Assisted in the development and application of marketing plans, targeting corporations and high net-worth individuals• Supervised 8 to 10 interns on daily basis in determining optimal marketing strategies for 401 (k) plans• Processed and organized documentation for over 300 clients• Utilized ex...

  • A.G. Edwards & Sons
    • La Jolla, CA
    • Financial Assistant
      • 1997 - 2001
      • La Jolla, CA

      • Coordinated and co-hosted highly successful retirement seminars targeting corporations• Marketing Director for 401(k) plans: supervised and managed marketing strategies for upcoming retirement seminars• Co-analyzed with Investment manager individual portfolios to determine proficient assets all...

Education

  • University of California, San Diego
  • University of California, San Diego

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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