💡Mark Haft📈 personal email
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Welcome to Bookkeeping & Beyond! I help small business owners increase their profit by $10k+ per year!With a wealth of experience as a former CFO of two small businesses, I'm here to navigate the complexities of your bookkeeping so you can spend more time boosting your profits. Let's work together to streamline your finances and drive your business forward.ACCESS defines our CORE VALUES at Bookkeeping and Beyond, and shapes the exceptional range of services we provide to empower your business.A: AccuracyWe ensure all your financial records are precise and up to date, utilizing QuickBooks Online to enhance reliability and accuracy. This integration allows us to provide you with dependable information that supports strategic decision-making.C: CollaborationWe work closely with you to understand your unique needs, integrating seamlessly into your team to provide tailored, effective financial solutions.C: CommitmentOur deep commitment to your success means we’re not just meeting but exceeding your expectations, with proactive management that builds trust and long-term relationships.E: EfficiencyOur processes are streamlined using QuickBooks Online, enabling us to deliver timely insights and reduce complications efficiently. This powerful tool helps us manage your bookkeeping more effectively, allowing you to focus on growing your business.S: ServiceOur service goes beyond transactions. We listen actively, adapt to your evolving needs, and provide easy-to-understand financial management, ensuring you always have the support you need.S: StewardshipWe responsibly manage and protect your financial data, advocating best practices and transparency to ensure the financial health and sustainability of your business.ACCESS at Bookkeeping and BeyondAt Bookkeeping and Beyond, "ACCESS" encapsulates the comprehensive benefits we deliver to enhance your business:• ACCESS to Financial Information• ACCESS to Expertise• ACCESS to Tools and Technologies• ACCESS to Decision-Making Support• ACCESS to TimeWith Bookkeeping and Beyond, you gain essential "ACCESS" that empowers your business operations, optimizes resources, and secures a prosperous financial future.Services Offered include:Bank and credit card transaction capturing and codingReconciliation of bank and credit card accountsAccounts receivable and payable managementPayroll processing and tax filingJob costing and inventory trackingFixed asset managementSales tax accounting and filingFinancial and management reporting1099 filingsBusiness budgeting and forecasting
Bookkeeping And Beyond, Llc
View- Website:
- razstationery.carrd.co
- Employees:
- 2
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OwnerBookkeeping And Beyond, LlcNew York, Ny, Us
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OwnerBookkeeping And Beyond, Llc Apr 2024 - PresentI help small business owners increase their profit by $10k+ per year!As an experienced Financial Professional, my passion lies in providing business owners with the financial information they need to grow their businesses and realize maximum profitability.Services Offered include:Bank and credit card transaction capturing and codingReconciliation of bank and credit card accountsAccounts receivable and payable managementPayroll processing and tax filingJob costing and inventory trackingFixed asset managementSales tax accounting and filingFinancial and management reporting1099 filingsBusiness budgeting and forecasting -
Business Finance ConsultantLinea System May 2023 - Mar 2024Parsippany, New Jersey, Us -
Chief Financial OfficerLinea System Feb 2020 - May 2023Parsippany, New Jersey, UsDrove and managed all FP&A and Accounting operations of Life Sciences clinical trial start-up, encompassing strategic planning, profitability analysis, accurate forecasting, and leveraging insights to develop innovative pricing models and explore alternative revenue sources. Oversaw financial reporting for entire organization and managed cash flow and budgeting processes. Managed HR functions including payroll, benefits, employee contracts, recruitment and hiring.• Established robust financial infrastructure from scratch, implementing QuickBooks to streamline accounting operations and created monthly financial statements (Income Statement, Balance Sheet, Cash Flow Statement) to provide accurate and timely insights into the company's financial performance.• Developed a comprehensive 3-statement financial model to drive internal budgeting and forecasting, as well as to facilitate discussions with potential investors.• Led a robust fundraising campaign, establishing valuable connections between the owner and over 50 investors from Angel Funds and VCs, generating significant interest in the organization's potential for future investment opportunities.• Effectively oversaw cash flow and expenditures, strategically optimizing resource allocation and achieving a substantial 20% reduction in expenses.• Implemented KPI monitoring, in alignment with company goals. Notably, restructured the compensation framework for execution consultants to a performance-driven model, resulting in a remarkable 25% boost in productivity.• Negotiated the company’s largest capital expenditures with a prominent Healthcare Commercial Intelligence company, ensuring favorable terms (60% below quoted price).• Secured non-dilutive forgivable funds through PPP, ERTC, and three distinct grants, fortifying the financial position of the organization.
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Chief Financial OfficerSoul Focus Oct 2017 - Dec 2019Eatontown, Nj, UsDrove and managed all FP&A and Accounting operations of medically based Wellness Center (Chiropractic, Physical Therapy, Acupuncture, Nurse Practitioner, Functional Medicine) with over 50 employees, generating multi-million-dollar revenue and maintaining 30% net margins. Managed all HR functions.• Successfully expanded the business to a second location, resulting in a 10% revenue increase in the first 6 months and expanding market reach.• Spearheaded the transition from a predominantly insurance-based model to an increased cash-based approach, strategically responding to the stabilization of revenue streams driven by insurance reimbursements. This adept shift yielded an impressive 50% surge in cash-based revenue.• Proactively refinanced existing debt, securing more favorable terms that lowered interest expense by 33%.• Identified and implemented relevant Key Performance Indicators (KPIs) to track and measure business performance effectively such as New Patient retention to measure where patients were dropping off and ROI for each provider/clinician to identify where our Marketing dollars and resources were best spent.• Mentored the Directors of the three distinct business units (Medical, Gym, Spa), fostering a deep understanding of financials and cultivating a business owner mindset. This strategic initiative, coupled with collaborative efforts as a business partner, resulted in a remarkable 20% increase in cross-functional alignment and expedited decision-making processes.• Improved employee engagement through the implementation of comprehensive benefits packages and a performance-based bonus structure. -
Portfolio Manager/Stock TraderSelf-Employed Jul 1999 - Oct 2017Los Angeles, California, UsExperienced Stock Trader and Portfolio Manager utilizing industry expertise and research skills to execute trades by analyzing financial data, trends, and news. Utilized technical tools for entry and exit points. Managed risk with stop-loss orders. Monitored and adjusted trades based on market conditions. Developed strategies based on analysis and risk tolerance. Collaborated with traders for insights and performance optimization.• Executed profitable trading and lowered risks based on industry acumen and research. • Secured strong skills in interpreting economic, technical patterns, and principles to easily identify promising new opportunities. • Completed trades based on in-depth analysis, merger arbitrage and event-driven catalysts. • Conducted deep research company information, performances, previous success, EPS, and goals through 10K/10Qs. • Supported high-volume results through continuous improvement and business strategies. • Exemplified proficiency in analysis of order flow market inefficiencies and stock movement by utilizing price filters. • Brought in a sizable profit and YOY growth. • Nourished a diverse range of skills that translate to multiple industriesAdditional experience as a Branch Manager at Olde Stockbrokers in Ridgewood, NJ (7 years) -
Branch Office Manager/Financial AdvisorOlde Financial Corp Jul 1992 - Jul 1999Led the team as the Producing Manager of a Branch Office for a Full-Service Discount brokerage firm, overseeing six registered representatives. Successfully managed Assets Under Management (AUM) exceeding $100 million, achieving a remarkable position in the top 1% for production among 1000 brokers.
💡Mark Haft📈 Skills
💡Mark Haft📈 Education Details
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Drexel University'S Lebow College Of BusinessGeneral
Frequently Asked Questions about 💡Mark Haft📈
What company does 💡Mark Haft📈 work for?
💡Mark Haft📈 works for Bookkeeping And Beyond, Llc
What is 💡Mark Haft📈's role at the current company?
💡Mark Haft📈's current role is Owner.
What is 💡Mark Haft📈's email address?
💡Mark Haft📈's email address is ma****@****ail.com
What schools did 💡Mark Haft📈 attend?
💡Mark Haft📈 attended Drexel University's Lebow College Of Business.
What skills is 💡Mark Haft📈 known for?
💡Mark Haft📈 has skills like Investments, Securities, Equities, Investment Advisory, Asset Management, Series 7, Wealth Management, Options, Mutual Funds, Strategic Financial Planning, Hedge Funds, Finra.
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