Mathew Heggem Email and Phone Number

The Center for Accounting Transformation has been established to provide accounting professionals with a framework for utilizing innovations that are ready for adoption, the training and resources necessary to apply the innovations, and an opportunity to engage the talent and community needed to further the pursuit of innovative accounting practices that drive responsible and mindful business performance. We are here to PROVIDE actionable tools, know-how, and a safe space for the cultivation of new ideas. INSPIRE innovation in our profession as a force for meaningful transformation. CREATE a community that supports all subscribers on a path toward a better future. CHANGE the face of the profession. We are not here to convince people to change, but rather to empower those who seek an alternative to the status quo. As such, we offer our collaborators and subscribers an opportunity to enable transformation to help them understand organizational scalability through effective leadership. This includes resources and services that extend beyond “just CPE,” and pathways to certification in a variety of areas in the accounting profession.

Vision: To create a world where accounting professionals are a positive force in developing a sustainable & regenerative global ecosystem and culture.Purpose: Empowering accountants to transform our world.Mission: We leverage knowledge from diverse areas of focus to provide an innovative, interdisciplinary education. Our educational offerings are a gateway into an ecosystem of holistic accounting professionals. We invite positive change to cultural and social norms, questioning the current economic & financial paradigm. We empower & inspire the accounting community to create positive change by exploring, applying, and teaching these ideas in the world.

• Formed Washington State LLC to offer services as coach & consultant for artists & arts organizations.• Handle all day-to-day duties, including developing a business strategy and brand, marketing & selling services, fulfilling on coaching & consulting services, bookkeeping, budgeting & cashflow management.• Meet with individual clients on a weekly basis to identify goals, articulate strategies, and implement on plans to improve how clients are making & managing their money.• Help nonprofits improve grant writing and donor management processes, identify earned income strategies, and build budgets to achieve organizational goals.• Assist in improving clients’ bookkeeping, coordinating with tax and accounting professionals.• Leading financial literacy & career development workshops and facilitated educational experiences in collaboration with partner organizations.

This is a project of 10kCreators.com.

This was an initiative connected to 10kCreators.com

This was a client of 10kCreators.com.

• Oversaw key growth initiatives, including rebranding, market expansion and process improvement.• Coached staff on improving internal operations, customer service, communications, and leadership. • Led team meetings to set priorities and hold staff accountable to critical milestones. • Supported end-to-end HR functions, from talent acquisition to performance management. • Assisted CEO in vendor relations, including IT, insurance, legal and marketing. • Developed & maintained marketing activities, including social media and B2B networking.• Led production of online content, including blogs, webinars, live-streams and white papers.• Led sales meetings to help prospects identify their day-to-day accounting & bookkeeping needs.• Facilitated sales process, from qualifying new leads to new client on-boarding. • Addressed customer services issues, including complaints and collections, as needed.

This was an initiative of SUM Innovation.

• Helped founders to navigate growth challenges and implement “best practices.”• Consulted on business plans, with an emphasis on branding, marketing and sales.• Conducted needs assessments and market research to advise on overall business strategy. • Facilitated stakeholder meetings to identify vision, business models, and go-to-market strategies.• Advised on core brand components, including logos, taglines, vision, mission and value statements, and messaging specific to customer segments and/or new products/services. • Guided digital marketing efforts, from ideation to execution, including campaigns to sell event tickets, raise funds, generate B2B & B2C leads, and educate current & prospective customers. • Coached executives on team management, developing company culture and communications.• Advised on finance and operations systems to address compliance and reporting requirements.• Advised on budgets, sales forecasts, cash flow and bookkeeping procedures.

This was a freelance client.

• Collaborated with founders, staff and outside consultants to define & implement growth strategy.• Led process to expand service offerings, develop staff’s capacity and build brand recognition. • Oversaw talent functions, including staff recruitment and performance management. • Conducted market research to improve sales process, customer service and retention strategy. • Led organization through rebranding process and new market expansion. • Led & executed on majority of sales, marketing, and business development functions. • Managed all marketing activities, from website development to social media content creation.• Presented on bookkeeping, accounting technology, leadership, and small business growth.• Produced all public events, including an annual summit, workshops, and networking events.• Served as spokesperson, speaking at industry conferences & community events.

• Led organization’s rebranding, including logo design & website development.• Established and maintained all marketing activities, including online content and print collateral.• Researched and authored grant and award applications, in collaboration with key staff.• Coordinated community outreach and public relations to build programmatic awareness.• Cultivated corporate and individual donors through individual outreach and marketing efforts.• Built and maintained donor database to facilitate end-of-year fundraising activities.• Conceived of and produced annual fundraising events, in collaboration with vendors & staff.

• Advised on strategic planning, program development, grant applications, and board reporting. • Designed and implemented digital marketing strategy in collaboration with key stakeholders.• Managed all online activities, including website maintenance and social media content production.• Facilitated all outbound marketing, including newsletters, press releases, and postcards.• Led end-to-end event production and promotion, coordinating with vendors and staff as needed.