Small business owners often struggle with time-consuming bookkeeping tasks, erratic cash flow, inaccurate financial records, and a lack of insightful financial analysis. These challenges can impede growth and create unnecessary stress. I’m dedicated to solving these headaches and empowering you to focus on what you do best—running and growing your business.Solving Your Bookkeeping Headaches*Time Management: Reclaim the time you spend doing bookkeeping and instead work on strategic initiatives and critical daily operations. I streamline your financial processes, handling everything from data entry to reconciliations to reporting. *Cash Flow Management: My proactive approach helps you avoid cash shortages, optimize your resources, and make informed financial decisions. *Accuracy: I ensure that your financial data is always accurate and up-to-date which is essential for understanding your business opportunities. *Financial Analysis: I enable you to identify growth opportunities, reduce expenses, and increase profitability by providing insightful reports and actionable adviceWhy Choose Agile Bookkeepers LLC?With a robust background in financial management and business operations, I bring a wealth of knowledge and strategic insight to your bookkeeping needs. My goal is to provide you with the agility and financial clarity needed to thrive in a competitive market.Let’s work together to eliminate your bookkeeping headaches and pave the way for your business’s success. Contact me today.
Agile Bookkeepers Llc
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OwnerAgile Bookkeepers Llc Jan 2024 - Present
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FounderPets On Time Llc Jun 2023 - Aug 2024Pets On Time is a community dedicated to helping pet owners be the best possible guardians for their furry friends. -
Founder, Book Coach And Book PublisherCartwright Publishing Nov 2014 - Jul 2023Many experts and business leaders, including entrepreneurs, consultants, financial advisers, and attorneys, have a book they'd really like to write and publish, but just haven't been able to get it done. Authoring a book can transform a practice or a business, increasing visibility, authority, and profits for the professional. I help these professionals get their book written, published and become a best-seller in as little as 90 days, even if they haven't written one single word, and even if they hate to write!I am happy to create a book publishing plan for free to professionals who are serious about getting a book published. If this sounds enticing, feel free to message me and we can schedule a call to discuss your situation, and how becoming a best-selling author could take your business to the next level.
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Svp MarketingEqis - Reinventing Wealth Management Jun 2015 - Apr 2016Hartford, Connecticut, UsSupport rapid growth of this wealth management firm through development of strategic marketing plan, enhance online presence including website, media relations, webinars, and social media. Create engagement campaigns with both financial advisors and retail investors. -
CommodoreCorinthian Yacht Club Of San Francisco Nov 2010 - Nov 2013Tiburon, California, UsElected by membership for this volunteer position. Responsibilities for coordination and management of on-the-water activities, including 50+ races, Food and Beverage operations, personnel management, and membership retention and recruiting. -
FranchiseeSubway Sandwiches Aug 2002 - Aug 2008UsBecame franchisee in August 2002, opened first store in downtown San Francisco in March 2004, served on the Subway Northern California Food Council from 2004 - 2007, and on the Regional SFAFT Board from 2005-2007. Acquired 2 addtional stores in 2006. -
Western Regional Account ManagerImanage Apr 2001 - Jan 2003Chicago, Illinois, Us•Sold Document Management and Collaboration systems to High-tech manufacturing, Financial Services, and Government agencies for this NASDAQ enterprise software company•Rep of the Quarter” Q4-2001, Q1-2002, Q3-2002 -
Retained RecruiterThe Greystone Group Jan 2000 - Apr 2001Us• Obtained and completed 15 retained searches in 15 months in the Professional Services arena -
CeoBoldfish Oct 1998 - Dec 1999• Hired by founders to raise top-tier venture capital, build team• Created business plan, raised $3.3MM from Alloy Ventures, Mayfield Fund• Built team from 5 to 20 in 4 months• Created plan for multi-channel distribution• Signed OEM agreement with market leader forecasted to produce $1MM in 2000
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Vp SalesChronology Corporation Feb 1996 - Jun 1997• Restructured sales force from low-level telemarketing to top-flight value-add direct sales force.• Increased percentage of customers on Annual Support from 60% to 98%.• Implemented sales forecasting methodology that produced accurate cash flow forecast.• Implemented distributed Goldmine sales information system.• Negotiated and secured distribution contract with premier EDA distributor in Japan.• Q4-96 results: 141% of any previous quarter in company’s history.• Signed company’s first VPA (Intel)
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Vp Sales And MarketingDesign Acceleration Jan 1994 - Dec 1995Grew sales over 500% in 23 months, from $600K in 1993 to $3.2M in 1995.Company acquired by Cadence Design in 1995
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Sales RepresentativeRolm 1981 - 1990Santa Clara, California, UsSold a lot of CBX's and Phonemail!
Mark Leonard Skills
Mark Leonard Education Details
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University Of Virginia Darden School Of BusinessMba -
Davidson CollegePhilosophy -
St. Andrew'S School
Frequently Asked Questions about Mark Leonard
What company does Mark Leonard work for?
Mark Leonard works for Agile Bookkeepers Llc
What is Mark Leonard's role at the current company?
Mark Leonard's current role is Owner @ Agile Bookkeepers LLC | QuickBooks Certified ProAdvisor.
What schools did Mark Leonard attend?
Mark Leonard attended University Of Virginia Darden School Of Business, Davidson College, St. Andrew's School.
What skills is Mark Leonard known for?
Mark Leonard has skills like Marketing, Sales, Business Planning, Start Ups, Sales Management, Forecasting, Contract Negotiation, Public Speaking, Strategic Financial Planning, Commercial Finance, Finance, Commercial Leasing.
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