Danielle Chaisson, Mba, Afsp Email and Phone Number
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/
Avantax Wealth Management℠
View- Website:
- avantax.de
- Employees:
- 22
-
OwnerDee Business Consultant, Llc Oct 2018 - PresentDover, New HampshireLet 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.
-
Financial AdvisorAvantax Wealth Management℠ Sep 2019 - Present
-
Financial And Operations Principal/ContollerSecure Planning Inc Nov 2002 - Nov 2018• 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. -
Assistant General ManagerMargaritas Restaurants Aug 2000 - Sep 2002 -
Billing CoordinatorFish & Richardson P.C. Jan 1996 - May 1999Processed monthly bills for multiple attorneys including such large clients as 3M and Adobe Systems.Worked on various special projects in Excel. -
ResearchBoston City Council Jan 1996 - May 1996Researched various topics for city councilors including the Living Wage Ordinance.Video taped Council meetings.
Danielle Chaisson, Mba, Afsp Education Details
Frequently Asked Questions about Danielle Chaisson, Mba, Afsp
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 the current company?
Danielle Chaisson, Mba, Afsp's current role is Financial Advisor at Dee Business Consultant LLC.
What schools did Danielle Chaisson, Mba, Afsp attend?
Danielle Chaisson, Mba, Afsp attended Southern New Hampshire University, University Of New Hampshire - Whittemore School Of Business And Economics, Northeastern University, St. Thomas Aquinas High School.
Who are Danielle Chaisson, Mba, Afsp's colleagues?
Danielle Chaisson, Mba, Afsp's colleagues are Michelle Koneman, Katelyn Stephens, Andrew Fass, Crc®, Crpc®, Jordi Herngon, Christy Ruffcorn, Pmp, Gene Bell, Ea, Cfp®, Jeremy Bergin.
Free Chrome Extension
Find emails, phones & company data instantly
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial