Maggie So Email and Phone Number
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I am the owner of Glasshopper Services, Inc., an outsourced financial services firm, working as a fractional CFO in addition to my work as a management consultant. I am an experienced accounting, finance, and operations professional specializing in working with small to mid-sized companies in setting up and maintaining infrastructure to support high growth. I am familiar with the latest technology and cloud-based software, especially in the areas of accounting and finance. Prior to starting the firm, I received my MBA degree from California State University, Fullerton and worked in venture-backed software companies helping with accounting, operational support, HR and marketing. Our clients operate in industries such as consulting, software, aerospace, cybersecurity, advertising, and others. I also provided executive coaching and management consulting for entrepreneurs and business owners looking to systematically grow their companies.I am a versatile professional who enjoys learning and working with engineers, executives, sales and marketing teams, support staff, and super smart people in scaling companies. Connect with me if you're looking for help in anything related to people, operations, strategy, and finance.
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PrincipalGlasshopper Services Inc. Jun 2017 - PresentLos Angeles, Ca, UsGlasshopper Services Inc. partners with growing companies to manage the entire accounting, back office administration, and finance department. We help leaders model and understand their company's financials, budget and forecast for growth, and set up scalable infrastructure. We work side by side with your team to take the headache away from day to day accounting and finance management, a/p and a/r workflows, and to help your team make well-informed decisions and focus on your core competencies. Services include:• Fractional CFO / Fractional Controller• Financial modeling and analysis• Annual and quarterly planning• Cash flow forecasting• Budgeting and variance analysis• Accounts receivable and accounts payable management
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Management Consultant & Executive CoachCrews & Co. Nov 2021 - Jun 2023Braintree, Ma, UsCrews & co. is a management consulting firm helping ready-to-scale, seven-figure businesses achieve their first $10M, $20M, or $50M year. Using the Growth Method, our proprietary business operating system, we help companies increase their revenue, profitability, and salable asset value. Through in-house resources and a curated partner network, we also offer entrepreneurs everything they need to grow their business: finance services, recruiting, HR, marketing, wealth management, M&A, and more. -
Vp Of Client SuccessHeyapril Jan 2020 - Aug 2021Los Angeles, California, UsHeyApril is a modern accounting firm helping startups run their financial back-office. Founders are busy bringing their products and services to market and accounting, payroll, financial back office management and tax compliance is the last thing on their mind. As a result, founders leave money on the table by missing out on potential tax benefits specifically created for small businesses.That’s where we come in. We work exclusively with early-stage startups to provide year-round accounting services, putting simplified financial advice at your fingertips and helping you hold on to your hard-earned cash.• Identify, coordinate, and implement process improvements and custom analyses as needed to drive results for clients on accounting and back office needs• Responsible for business development, client onboarding, and being the point of contact for clients• Provide accounting and finance advisory support to clients• Monitor and review all accounting processes and reports for clients, and drive a culture of continuous improvement and implement innovative strategies• Serve as liason with back office team to ensure all client deliverables are met on time with excellent quality -
ControllerFloat Shuttle Oct 2019 - Mar 2021FLOAT (Fly Over All Traffic) to be operated by Southern Airways Express, LLC, is an air transportation startup to travel across dense communities and beat traffic. -
Marketing ManagerPx.Com Jan 2017 - May 2017New York, New York, UsPX is the world’s first transparent customer acquisition SaaS platform, providing a single marketplace for companies to acquire customers from hundreds of vetted and sought-after sources. The company provides solutions for marketers to grow and efficiently scale their customer base, and is active in the Home Services, Financial Services, and Insurance industries.PX was originally established as part of ReviMedia in 2010 and launched in 2016. Its headquarters are in New York City, with offices in Los Angeles, Amsterdam, Panama City, and Odessa, Ukraine.• Developed brand and content strategy • Created content marketing assets and managed inbound marketing campaigns• Built and managed SEM and digital / PPC advertising campaigns• Created email and automated drip marketing infrastructure• Worked with development and design team in creating marketing collateral -
Accounting, Operations And MarketingPivotshare Nov 2013 - Jan 2017Irvine, Ca, UsPivotshare is a global subscription-based video-on-demand service (“SVOD”) offering channels online across a variety of categories including music, sports, religion, arts and culture, lifestyle and family. The company was acquired by CSS Entertainment in August 2018.• Metrics and analytics-driven decision making for SaaS start-up.• Monthly financial accounting, forecasting, and budgeting.• Oversaw operations, accounting, and marketing functions.• Assisted in maintaining key accounts and providing client services.• Managed inbound marketing, SEM, Digital / PPC advertising, email, and re-marketing campaigns. -
Accounting ManagerAdvance Tax And Bookkeeping, Inc. Aug 2009 - Nov 2013Since 1985, the team of tax and accounting professionals at Advance Tax Inc. have been assisting the business community with bookkeeping services, payroll processing, tax resolutions and business setups. The firm also specializes in income tax preparation for individuals, partnerships, LLC's, and corporations. • Provided monthly, quarterly and annual bookkeeping and accounting services and financial statement preparation• Negotiated with banks on behalf of clients to modify mortgages to ensure clients do not lose their home• Helped clients in setting up business entities and getting proper business licenses and permits • Managed client debt and tax settlement cases -
Operations ManagerAmerican Institute Of Mediation Jan 2008 - Aug 2009The American Institute of Mediation offers world class training for the complete mediator. Offering a unique and diverse curriculum whose sole purpose is to raise a mediator's level of practice, the AIM Institute is where leading mediators turn to continue their learning and career development.• Developed operational plan for negotiation and conflict resolution training venture• Identified key market segments, created brand messaging, and produced marketing assets • Managed all advertising, email and remarketing campaigns• Led operations team and managed the administration process end to end for all training programs
Maggie So Skills
Maggie So Education Details
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Uc IrvineMinor In Management -
Cal State Fullerton, College Of Business And EconomicsEntrepreneurship
Frequently Asked Questions about Maggie So
What company does Maggie So work for?
Maggie So works for Glasshopper Services Inc.
What is Maggie So's role at the current company?
Maggie So's current role is Executive Coach + Finance and Accounting Professional.
What is Maggie So's email address?
Maggie So's email address is so****@****ail.com
What is Maggie So's direct phone number?
Maggie So's direct phone number is +162651*****
What schools did Maggie So attend?
Maggie So attended Uc Irvine, Cal State Fullerton, College Of Business And Economics.
What skills is Maggie So known for?
Maggie So has skills like Entrepreneurship, Leadership, Leadership Development, Small Business, Marketing, Marketing Strategy, Management, Strategic Consulting, Business Planning, Training, Start Up Consulting, Business Strategy.
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