Danielle Chaisson, Mba, Afsp
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Danielle Chaisson, Mba, Afsp Email & Phone Number

Location: Dover, New Hampshire, United States 6 work roles 4 schools
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Role
Owner
Location
Dover, New Hampshire, United States
Company size

Who is Danielle Chaisson, Mba, Afsp? Overview

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Quick answer

Danielle Chaisson, Mba, Afsp is listed as Owner at Avantax Wealth Management℠, a with 22 employees, based in Dover, New Hampshire, United States. AeroLeads shows a matched LinkedIn profile for Danielle Chaisson, Mba, Afsp.

Danielle Chaisson, Mba, Afsp previously worked as Owner at Dee Business Consultant, Llc and Financial Advisor at Avantax Wealth Management℠. Danielle Chaisson, Mba, Afsp holds Master Of Business Administration (M.B.A.), Accounting, 3.9 from Southern New Hampshire University.

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Email format at Avantax Wealth Management℠

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Avantax Wealth Management℠

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Profile bio

About Danielle Chaisson, Mba, Afsp

Danielle is the owner of Dee Business Consultant. After 18+ years of business and accounting experience, I have opened my own company to provide services to individuals, sole proprietors, and small businesses. I am a Certified Quickbooks Pro Advisor available for outsourced CFO Services and Bookkeeping. Additionally, having completed the IRS Annual Filing Season Program and I am ready to take on your tax filing this season.A well-qualified, hands-on leader with an MBA in Accounting, and comprehensive knowledge of essential duties including SOX controls, external audits, and financial statement reviews. Adept at managing daily functions within financial service firms. Licenses include 6, 63, 65, and Life & Health. Known as results-oriented and quality-driven with more than 18 years of comprehensive experience. A resourceful, patient, and dedicated leader able to successfully motivate and guide team members to the highest levels of success.Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (https://www.finra.org/, https://www.sipc.org/).Investment advisory services offered through Avantax Advisory Services℠.Insurance services offered through an Avantax affiliated insurance agency. Please visit https://www.avantaxwealthmanagement.com/legal/social-media-policy for more information.Find out more about Avantax here: https://www.avantaxwealthmanagement.com/

Current workplace

Danielle Chaisson, Mba, Afsp's current company

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Avantax Wealth Management℠
Avantax Wealth Management℠
Owner
oldenburg, niedersachsen, germany
Website
Employees
22
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6 roles

Danielle Chaisson, Mba, Afsp work experience

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Owner

Current
Dee Business Consultant, Llc

Dover, New Hampshire

Let Dee Business Consultants, LLC help support and grow your business by allowing you to focus on your unique capabilities. Our services offered include CFO Services, Bookkeeping, Auditing, and Tax Prep Services. We also offer business consulting to help you achieve best practices and implement organizational structure.Dee Business Consultant offers the following services to help small firms, sole proprietors, and individuals meet all aspects of their accounting and business financial needs. Danielle Chaisson holds her MBA in accounting and has 18+ years of extensive business, financial planning, and accounting experience. Danielle has completed her Annual Filing Season Program Certificate with the IRS. Danielle also holds active licenses of Life and Health Insurance Agent and Securities licenses 6,63, and 65.Please feel free to message me with inquiries for services.

Oct 2018 - Present

Financial And Operations Principal/Contoller

• Spearhead annual financial audits and help with regulatory audits; oversee commission software and processing. • Responsible for overseeing and managing accounting, financial reporting, regulatory, and tax functions for this broker-dealer, investment advisory, and insurance company; for preparing annual SEC Reports; and for filing quarterly focus reports with FINRA.• Direct the preparation of monthly, quarterly, and annual GAAP financial reporting; maintain the GL; drive operational and transactional processes that directly impact financial statements, including closing/reporting, cash, intercompany expenses, all company budgets, and A/P.• In conjunction with external tax preparer, complete annual returns and monitor tax implications of business decisions; advise the President and Vice President on operational cash flow. • Verify the existence of internal/external financial controls to safeguard company assets and limit risks.• Formulate SOX compliance processes and testing; serve as the liaison for corporate sponsorships; and analyze company business trends, costs, and obligations.

Nov 2002 - Nov 2018

Billing Coordinator

Processed monthly bills for multiple attorneys including such large clients as 3M and Adobe Systems.Worked on various special projects in Excel.

Jan 1996 - May 1999

Research

Boston City Council

Researched various topics for city councilors including the Living Wage Ordinance.Video taped Council meetings.

Jan 1996 - May 1996
Team & coworkers

Colleagues at Avantax Wealth Management℠

Other employees you can reach at avantax.de. View company contacts for 22 employees →

4 education records

Danielle Chaisson, Mba, Afsp education

Studied, Political Science

Activities and Societies: Alpha Epsilon Phi, Panhellenic Council served President and Treasurer

FAQ

Frequently asked questions about Danielle Chaisson, Mba, Afsp

Quick answers generated from the profile data available on this page.

What company does Danielle Chaisson, Mba, Afsp work for?

Danielle Chaisson, Mba, Afsp works for Avantax Wealth Management℠.

What is Danielle Chaisson, Mba, Afsp's role at Avantax Wealth Management℠?

Danielle Chaisson, Mba, Afsp is listed as Owner at Avantax Wealth Management℠.

Where is Danielle Chaisson, Mba, Afsp based?

Danielle Chaisson, Mba, Afsp is based in Dover, New Hampshire, United States while working with Avantax Wealth Management℠.

What companies has Danielle Chaisson, Mba, Afsp worked for?

Danielle Chaisson, Mba, Afsp has worked for Dee Business Consultant, Llc, Avantax Wealth Management℠, Secure Planning Inc, Margaritas Restaurants, and Fish & Richardson P.C..

Who are Danielle Chaisson, Mba, Afsp's colleagues at Avantax Wealth Management℠?

Danielle Chaisson, Mba, Afsp's colleagues at Avantax Wealth Management℠ include Judy Finch, Cmfc, Lance Grothe, Cpa, Cfp®, Joe Ambrosia, Glen Zaugg Mba, and Ashley Miller.

How can I contact Danielle Chaisson, Mba, Afsp?

You can use AeroLeads to view verified contact signals for Danielle Chaisson, Mba, Afsp at Avantax Wealth Management℠, including work email, phone, and LinkedIn data when available.

What schools did Danielle Chaisson, Mba, Afsp attend?

Danielle Chaisson, Mba, Afsp holds Master Of Business Administration (M.B.A.), Accounting, 3.9 from Southern New Hampshire University.

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