Ledgr is a business service, insights, and analytics company that specialized in helping small business owners and entrepreneurs simplify their financial environments. Our software and services allow our partners to make better directional decisions and achieve greater success in their business.It doesn’t matter if you need a little bit of help reconciling your accounts, or if you need a lot of help paying bills, sending invoices, paying your team, and getting monthly reports. Ledgr can help you with all of it. Our accounting services team is 100% US based employees, so you can always trust you're working with professional experts.Some of our services include:BookkeepingRevenue Operations AnalyticsBusiness process consultingFinancial projectionsBill pay service (Accounts payable administration)Client Invoicing service (Accounts receivable administration)Payroll servicesSales tax servicesBusiness process outsourcingAfter years of working together in the accounting services space, the Ledgr team realized that the rest of the industry does not prioritize customer care. Frustrated by the lack of dedication to customer satisfaction, Ledgr was created to be different. Our team wanted to see our entrepreneur and business leader partners be successful. We wanted a firm that focused on a set of core values above everything else. A company that prioritized taking care of the People, the Product, then the Profits - in that order. We call our clients “partners” because we look at every engagement as a partnership, in which your success equals our success. Our relationships run deeper than your typical client-company relationship, and we make a bigger investment in our commitments to our partners than other firms.

Who we areSellevate is a subscription based virtual sales analytics and advisory team. Through our program, we help small and medium sized businesses refine and improve their sales operations holistically. We focus on scalability, improving revenue production, and increasing the operational efficiency of your sales team.How we helpSellevate provides virtual support by tracking sales metrics, and conducts regular reviews with the various participants integrated in your sales cycle. We track analytics designed specifically for your business, so that our advisory is relevant and tied directly to what’s going on in real life. We leverage expert sales knowledge across multiple industries, and an app ecosystem to provide our support remotely. Furthermore, this allows us to work closely with dispersed outside sales teams and in-house teams with ease.

Ran customer acquisition and ultimately all operations at Reconciled as President and Interim CEO. Managed marketing and new business development opportunity for Reconciled. My team and I worked with prospective clients to understand their specific needs and investigate opportunity for Reconciled to improve their systems through our services.

Ran revenue operations for SaaS banking startup.

Juicebox is a juice bar and cafe that provides Burlington VT's BEST fresh pressed juices and smoothies, as well as coffee beverages, small bites, smoothie bowls, and more!As founder and owner, I manage the team, products, growth strategy and all other executive tasks.

Cyclepath Indoor Cycling and Fitness provides daily fitness classes programmed to include movements both on and off indoor cycling equipment, accomplishing total body fitness. Each workout is unique and scored with a specific audio experience to motivate and drive athletes of any age and athletic ability.As founder and owner, I managed all executive tasks, athletic programming, marketing, sales and strategic planning.At the end of 2017, Cyclepath was sold.

Regional sales lead for Bluepoint Solutions (Acquired by Alogent) in the Bank and Credit Union Space

Planned and executed account strategy for financial institution clients and prospects in a designated territory. Worked closely with revenue operations team to establish and accomplish company goals. Researched and approached potential clientele to uncover new opportunity using needs-based selling strategy. Established and maintained consultative client relationships to encourage repeat business.

Represented Northwestern Mutual's Financial Products.