Lisa Dy, Cpa, Mba Email and Phone Number
Lisa Dy, Cpa, Mba work email
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Lisa Dy, Cpa, Mba personal email
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.Can you answer YES to any of these questions?✴️Are you feeling stuck and frustrated in your job, career or life? ✴️Do you feel there is more to just staying in your current role, but not sure what to do? ✴️Are you interested in starting a business or new line of work?✴️Are you ready to find or pursue work or career that you are passionate about?✴️Do you want to work through mental hangups that have held you back in life?I had many of those questions myself! I had to find solutions on my own. I can help YOU:🔷Define what you really want to achieve🔷Determine what obstacles are holding you back🔷Develop mindset and habits to make the change🔷Hold you accountable🔷Find the fulfillment you have been seekingWHY WORK WITH ME? After over two decades of supporting multiple corporations and businesses, I was restless, restless to make a bigger difference in people's lives. Boundless Potential Coaching was created to guide analytical professionals (accounting/finance, engineering, tech, marketing ) to take the leap of discovering how they can exceed their own expectations and find fulfillment.❇️ What are my superpowers? Trusted Advisor | Master of Reliability | Empathetic Listener | Comfort Zone Guide | EQ/EI Ambassador ❇️ What do people call me? Mentor | Transformation Facilitator | Goal Coach | Public Speaker | Supermom | Smart (according to my 12 year old daughter)❇️ What's my mission? While financial success is a good thing, I realized that I’ll only feel fulfilled with my mission here on earth if I help other people find joy, happiness, and fulfillment. Some call it “Psychic Income," I call it getting paid for what you love to do.MY TRACK RECORDB.D. went from a toxic team environment to one where she's growing professionally and income increased dramatically.J.T. was overwhelmed with work to laser focused on her business goals and raised revenue on high profile projects.K.K. was growing his business modestly to now adding new revenue streams and expanding existing lines of business.WHAT'S NEXT SINCE YOU MADE IT THIS FAR?!Get started by connecting today. We meet for a virtual Clarity Call to discuss what you are currently doing and what you want to achieve. We cover how to get the solutions you want and how we will work together.⭐️ Book your free Clarity Call here ⭐️ calendly.com/boundlesspotentialcoaching/clarity-call
Boundless Potential Coaching, Llc
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Mindset Coach And OwnerBoundless Potential Coaching, Llc 2021 - PresentGuiding you to achieving the greatest personal and professional goals. We work through a proven step by step process to uncover what you really want and remove what has been holding you back. I am passionate about mentoring to find your true joy and fulfillment in life.
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Public SpeakerBoundless Potential Coaching, Llc May 2022 - PresentEducating, engaging, and inspiring 25k+attendees in multiple organizations virtually and in person on topics that include but are not limited to: Leadership (self and others), confidence, habit formation, goal achievement, overcoming self-doubt, career transition, navigating significant change, EQ (Emotional Intelligence), psychological safety, employee engagement, and team collaboration.
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Public SpeakerCpaacademy.Org May 2022 - PresentCreate and present dynamic presentations for virtual attendees. Thousands of participants have attended. Serving as a form of education and inspiration. Typically one hour in length.Feedback received after presentations:"After listening at Lisa Dy, I feel more motivated to make some changes I have been considering." ~Susan B."I loved how interactive this was, it was easy to pay attention." ~Linda P."Very positive, spoke about an issue everyone deals with from time to time and gave mental tools to implement. Communicated the tools in a "common sense" approach." ~Deborah H."Lisa gave a variety of examples of how to change your personal and professional goals for self-improvement. Very informative and thoroughly enjoyed her presentation." ~James B."It helped me understand better how to define my goals and try to increase productivity." ~Gabriella O."There was so much good information in this course, it could be extended to 90 minutes and still hold the audience's interest easily." ~Brian P. -
Public SpeakerCpaacademy.Org May 2022 - Present
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President, Parker SpeakeasiesToastmasters International Jul 2024 - Present -
ToastmasterToastmasters International Jan 2019 - PresentCleveland, Ohio, United States
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Treasurer, Parker SpeakeasiesToastmasters International Jul 2021 - Jun 2024Cleveland, Ohio, United States
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OwnerLisa A. Dy, Cpa 2013 - Dec 2021Cleveland/Akron, Ohio AreaKey financial resource for small business owners. Provide accounting services including monthly financial statement preparation, day to day transaction activities, and year end tax support. Recommended efficiency measures, cost savings methodologies, and critical executive reporting improvements. Tax preparation for individuals, trusts, and partnerships for a local CPA firm.
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ConsultantResources Global Professionals Jan 2012 - Nov 2013Cleveland/Akron, Ohio AreaProject consulting at a $6B leader in the pressure sensitive materials industry. Addressed misapplication of funds in the credit function. Resolved issues with major Fortune 500 customers and their accounts. Obtained a significant amount of uncollected cash on multiple accounts. Discovered serious pricing and system control issues and brought to management's attention for correction. Improved accuracy of account reporting and mended strained customer relationships.In addition, worked with Corporate accounting group on system conversion from PeopleSoft to Oracle. Assisted mapping existing corporate journal entries into Oracle. Researched Oracle reports in detail for features and output, and summarized findings for the group. Recommended most useful reports for group's particular needs. Reconciled various asset and liability accounts once converted to Oracle. -
Business Information ManagerHudson & Keyse Llc Dec 2008 - Mar 2010-Created Operational reporting structure. Established performance measurements for revenue producing groups. Highlighted positive and negative trends that impacted profitability. Used findings to help groups re-direct efforts and change strategies to increase revenue and profitability.-Crafted executive dashboard, giving top management visibility into all relevant financial aspects of the company-Developed relationships with leaders in all functional areas of the company. Became “go-to” resource for financial or operational information for executive team.-Expedited development and refinement of data warehouse structure, making real-time, centralized reporting efficient, accurate, and consistent.-Generated detailed level reporting for revenue producing groups, enabling team management to monitor collectors and analysts. Allowed for individual performance standards and variance tracking. -Identified problem pools of portfolios that were not meeting predicted cash flow levels. Worked with portfolio management to find profit maximizing strategies for these assets.-Uncovered gaps in accounting information by having a deep understanding of the interrelationships of both the financial and operational data of the company.-Spear headed investor presentation preparation and met with prospective investors to emphasize the attractive business opportunities and potential returns within the company.-Produced staff capacity study based on knowledge gleaned from operational reporting performance metrics. Used findings to assist management in determining best allocation of in-house vs. outsource strategies.-Led and participated in multiple projects as part of the Project Management Office.-Managed analysts. Was a mentor and coach to other analysts throughout the company. -
Business Analysis And Relationship ManagerMorgenthaler Apr 2004 - Nov 2008-Created potential models for the exit strategy for the firm’s largest sale in history, generating a 36x return on the investment, and increasing the fund IRR by 50%.-Closely monitored firm performance at every possible level, creating new measures and reports to capture and communicate achievement of desired firm results. Ran “what if” scenarios to forecast potential exit opportunities for existing companies.-Developed relationships with partners and teams to provide tactical and strategic guidance and support through Analytic / IT projects and Firm change initiatives. Managed business intelligence requirements and rollouts for new analytic systems.-Improved accuracy, timeliness and consistency of portfolio reporting for 80+ companies. Increased reporting efficiency by championing several automation and online tools and capabilities.-Established procedures and reports to closely monitor financing and liquidity events, enhancing cash management processes.-Managed analysts/accountants and intern program. -
RepresentativeMetlife Financial Services 2000 - 2004 -
Accounting ManagerState Industrial Products 1997 - 2000 -
Internal AuditorForest City Enterprises 1995 - 1997 -
Business Assurance Senior AssociateCoopers & Lybrand 1993 - 1995
Lisa Dy, Cpa, Mba Skills
Lisa Dy, Cpa, Mba Education Details
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Proctor Gallagher InstitutePgi Certified Consultant & Coach -
Business Administration And Management, General -
Accounting
Frequently Asked Questions about Lisa Dy, Cpa, Mba
What company does Lisa Dy, Cpa, Mba work for?
Lisa Dy, Cpa, Mba works for Boundless Potential Coaching, Llc
What is Lisa Dy, Cpa, Mba's role at the current company?
Lisa Dy, Cpa, Mba's current role is Mindset Coach & Speaker🎤 | I help analytical leaders confidently accomplish big goals by maximizing mental performance & eliminating self-doubt in under 6 months | Book Free Clarity Call⬇️.
What is Lisa Dy, Cpa, Mba's email address?
Lisa Dy, Cpa, Mba's email address is ld****@****ler.com
What schools did Lisa Dy, Cpa, Mba attend?
Lisa Dy, Cpa, Mba attended Proctor Gallagher Institute, Cleveland State University, John Carroll University.
What skills is Lisa Dy, Cpa, Mba known for?
Lisa Dy, Cpa, Mba has skills like Business Analysis, Financial Analysis, Start Ups, Mergers, Management, Process Improvement, Strategy, Financial Reporting, Business Process Improvement, Portfolio Management, Forecasting, Budgets.
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