Helping Strategic Alliance Partners Grow Their Business By:◼ Creating stronger relationships with existing clients through boutique services the competition can’t provide to business owners in the marketplace.◼ Creating additional billable hours for the work a firm will have to provide for existing clients due to the Strategic Alliance Program.◼ Creating additional revenue streams on the backend after becoming a Strategic Partner.◼ Becoming a back office for our services after becoming a Strategic Partner.◼ Gaining additional clients from our Franchising Division as we bring local business owners onto the National stage.◼ Gaining additional auditing engagements for each Master Franchise company we bring to the National Stage.◼ Providing the chance to lock in an exclusive area where the competition will not be offered the Strategic.◼ Offering an Alliance Program if the client comes on board first.◼ Gaining national exposure by being listed on our national marketing pages for this very unique platform

Responsibilities include:◼ Overseeing all aspects of a tax and accounting firm.◼ Leading a team in preparing personal and business tax returns with a proven hands-on financial manager who has demonstrated improvements in operational profit through effective financial controls, cost and general accounting, reporting, and analysis. ◼ Undergoing financial planning, budgeting, and preparing multi-branch financial statements, and cash flow analysis.◼ Holding a broad range of knowledge regarding accounting principles and a strong technical proficiency with different accounting software.◼ Conducting, overseeing, and reviewing work performed by billing, accounts payable, accounts receivable, collections including bank reconciliations, payments to vendors, payroll processing, purchasing, employee benefits.◼ Compiling and analyzing monthly financial statements for audits, reviews, forecasts, projections in a timely and efficient manner, including cash flow reports.◼ Maintaining the general ledger, supervising and performing month-end closings and consolidations, upgrading the chart of accounts, performing monthly and annual financial reporting and analysis, maintaining and tracking company assets.◼ Preparation of budgets for current and future years and analysis of budget to actual; assist in the design, implementation, and measurement of cost-cutting strategies◼ Multi-state filing of statutory documents and returns, including Payroll Taxes, Personal Property Tax Returns, Business Licenses, and annual W-2s and 1099s.◼ Analysis of accounting systems and internal control procedures, identifying control risk areas and internal control weaknesses, and maintaining audit trails and proper paper and electronic records.◼ Ongoing communication with the business owner concerning various tax matters and filing of annual business federal and state tax returns. ◼ Reviewing year-end federal and state tax projections and quarterly tax estimates.

Responsibilities Include:◼ Directs the day-to-day operations of an enterprise focused on providing individuals and small business owners with a broad array of financial products and services (including insurance, and college planning, social security planning) .◼ Functions from a perspective of financial advocacy, whereas the mission is to help families and small business owners to achieve financial well- being. It’s a realistic and obtainable goal. Anyone can (and everyone should learn the principles used to build financial and economic security.◼ Drives marketing and branding efforts. Produces various reports and newsletters.Spearheaded new client acquisition via social media, direct mail, radio, e-mail, and print campaigns.◼ Aided clients in choosing the appropriate group or individual health insurance. Utilized the Infinite Banking Concept and Found Lost Money Concept in order to help individual families find money in order to help them develop their own banking system in order to become debt free in a shorter period of time and on their way to financial independence.◼ Provided small business owners with niche insurance solutions improving coverage and lowering costs to aid clients in saving money and improving cash flow.