Jonathan E. Rivlin, Cpa Email & Phone Number

As executive coach for The Rivlin Group, I provide guidance on a range of matters from long term strategy to tactical decisions. Leveraging a quarter century of experience, I help leaders increase their effectiveness. Key areas include complex tax issues, governance, wealth and estate planning, developing procedures and training team members, resolving conflicts, and helping people and organizations get 'unstuck'.Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and The Rivlin Group, PC are not affiliated. Cambridge Investment Research, Inc. does not offer legal or tax advice. The Rivlin Group, PC., as a CPA firm does offer tax advice.

CPA with broad and deep experience in all aspects of accounting, tax, and financial management. I serve as an "outsourced CFO" for my clients. I serve individuals, businesses, and non-profit organizations that range from the entertainment industry to real estate. My specialty is working with startup businesses and the entrepreneurs that run them.

Baltimore City

As Co-Founder: • Developed business plan and comprehensive financial model; translating the Founder's ideas into an actionable plan. • Raised capital from private investors and government agencies for the company's prototype and commercialization phases. • Implemented and maintained accounting and reporting system. • Implemented and managed the company's customer support system. • Assisted the Company's Founder in product development and marketing plans. • Evangelize to the public on behalf of the company. As Chief Operating Officer: • Actively manage relationships with investors, vendors, regulators, banks, customers, and staff. • Run day to day operations of the company which includes: The customer/tech support function, management of lessons (processing payments, rescheduling/refunds, payouts to teachers), vetting, onboarding, and training of new teachers, and give demos of the site for in-house staff, students, and investors. • Manage payroll, insurance, tax filings, accounting reports (for internal and external users) and research legal matters as pertaining to our operations. • Work with product development, engineering and strategy to ensure that new products are matched to existing available as well as planned resources. • Hire and train staff on customer/tech support procedures, sales techniques, and accounting procedures. • Created company blog, "In The Pocket" and served as editor and key contributor.As member of Board of Directors: • Serve as Secretary of the Company on the BoD. • Organize and record minutes at BoD meetings. • Archive resolutions and record votes. • Keep BoD up to date on milestones and significant events.

Senior Financial Analyst in Corporate Accounting. Assisted in monthly and quarterly closes. Assisted with preparation of 10-K and 10-Q. Assisted with creation of accounting policies that affected the entire company. Assisted with preparing the notes for the CFO during his quarterly conference call.

Managed client relationships, ran engagements (accounting, tax, and compliance), and assisted the partners in building new business

Bs, Accounting

Activities and Societies: • Phi Chi Theta (Chapter President) • Phi Kappa Phi Honors Society • UMCP Jazz Lab Band (Lead Alto Sax) •.

Education record

Education record