Arin Gregoryona work email
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Arin Gregoryona personal email
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🌐 CEO, CFOmate | CPA Firm | Virtual CFO Guru | Financial JediWith over a decade of tax, accounting, and financial services experience, I'm on a mission to make numbers fun again and to ensure clients thrive in today's dynamic business landscape.Why Us?🔍 Strategic Vision: Orchestrating the firm's growth by anticipating industry trends, I shape our long-term vision to align with the evolving needs of our clients.📊 CPA Maestro: Our expertise lies in seamlessly blending traditional accounting principles with cutting-edge virtual CFO offerings and creative tax strategies to fuel massive growth while minimizing tax liabilities.💻 Virtual CFO: We leverage technology to guide clients in strategic decision-making, financial planning, and risk management—going beyond conventional boundaries.🤝 Client-Centric Approach: Committed to delivering exceptional client experiences, we actively engage with clients, offering tailored solutions that drive financial success and foster enduring partnerships.🚀 Innovation Advocate: Passionate about embracing financial technology, we welcome the integration of innovative tools and automation, ensuring our firm remains efficient, accurate, and competitive.👥 Leadership Excellence: Inspiring a culture of collaboration and excellence, I lead a team of professionals dedicated to delivering top-notch services and staying at the forefront of industry best practices.⚖ Ethical Stewardship: As a licensed CPA firm in California, we are committed to upholding the highest ethical standards maintaining integrity, transparency, and accountability—building trust with clients, stakeholders, and regulators.Let's redefine financial leadership in the digital era by navigating the complexities together and paving the way for financial success! 🌟 #CPA #VirtualCFO #FinancialInnovation #LeadershipExcellence
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President And CeoLegend TaxLos Angeles, Ca, Us -
President & CeoLegend Tax Nov 2023 - PresentWhittier, California, United States• Tax planning and preparation• Tax strategies and advisory• Tax representation and audit defense -
President & CeoCfomate Nov 2023 - PresentWhittier, California, United States• Virtual CFO• Business management• Cash flow management• Accounting and bookkeeping• Payroll and HR management• Creditor analysis and negotiation -
President & CeoThe Lending Doctor Jun 2021 - PresentSherman OaksMulti-state direct lender specializing in medical professionals, first time home buyers, self-employed individuals, real estate investors, and commercial lending. -
President & CeoLoanmeet Mar 2020 - PresentLos Angeles, California, United States -
President & CeoAlg Mortgage Inc. Jan 2013 - PresentSherman Oaks, Ca• Day-to-day oversight of operations• Hiring, training, and supervision of all staff members• Engage in general business development with current and prospective referral partners•Daily supervision and strategic planning of all real estate and mortgage operations as designated officer, including client relationship management•Coordinate with Director of Sales & Marketing to manage sales goals, develop training programs, and ensure a smooth recruiting and hiring process•Back-end legal and financial compliance, including the development and periodic review of policies, procedures, and quality control systems -
CpaBrokervisor Apr 2013 - PresentLos Angeles, California, United States• Accounting and bookkeeping• Virtual CFO• Cash flow management• Business entity selection• Payroll and HR management• Tax planning and preparation -
Chief Financial OfficerLive Portrait Nov 2014 - Dec 2019• Prepare and maintain regular financial planning reports• Enhance and implement financial and accounting systems, processes, tools, and control systems• Oversee cash flow planning and develop financial business plans and forecasts• Ensure maintenance of appropriate internal controls and financial procedures• Engage in general business development with current and prospective referral partners -
Chief Financial OfficerDigital Yearbook Page (Dyp) Sep 2012 - Dec 2019Woodland Hills, Ca•Financial Planning and Analysis•Economic Strategy and Forecasting•Financial Reporting -
Business IntermediaryBusiness Team Apr 2013 - Apr 2016Woodland Hills, Ca• Consulting with business owners to discuss pre-sale planning, financial analysis, value maximization, market trends, and the overall engagement process• Business evaluation, marketing package and confidential business review (CBR) preparation• Terms, pricing, and sales structuring upon performing a preliminary business valuation• Sourcing and developing new deals through direct marketing efforts and networking with referral partners, business owners, and potential business buyers• Transaction management and coordination with buyers and sellers, their accountants and attorneys, landlords, title and escrow companies, state and federal business-related agencies, and all other related parties to ensure a smooth and successful transaction for all parties involved• Interviewing, screening, and coaching both new and past inventory of business buyers -
Advanced Staff AccountantHolthouse Carlin & Van Trigt Llp Aug 2011 - Apr 2013Westlake Village, Ca•Prepare federal and multi-state income tax returns for individuals, partnerships, corporations, and trusts, including related income tax workpapers•Identify accounting and income tax issues and propose strategies to resolve them•Research tax laws and regulations to ensure compliance with taxing agency requirements
Arin Gregoryona Skills
Arin Gregoryona Education Details
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Quantitative Economics
Frequently Asked Questions about Arin Gregoryona
What company does Arin Gregoryona work for?
Arin Gregoryona works for Legend Tax
What is Arin Gregoryona's role at the current company?
Arin Gregoryona's current role is President and CEO.
What is Arin Gregoryona's email address?
Arin Gregoryona's email address is ar****@****ait.com
What is Arin Gregoryona's direct phone number?
Arin Gregoryona's direct phone number is +141544*****
What schools did Arin Gregoryona attend?
Arin Gregoryona attended University Of California, Irvine.
What are some of Arin Gregoryona's interests?
Arin Gregoryona has interest in Sports And Race Cars, Technology, Nutrition, Home Entertainment, Physical Fitness, Self Development, Business Opportunities, Financial Markets, Movies.
What skills is Arin Gregoryona known for?
Arin Gregoryona has skills like Financial Analysis, Accounting, Forecasting, Finance, Financial Reporting, Microsoft Excel, Real Estate, Management, Microsoft Word, Analysis, Sales, Quickbooks.
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