CountUp.io is a platform for businesses to find and work with a licensed accountant online. -Responsible for launching the project from the ground up. Performing initial market research, brand development, MVP design, finding product-market fit, setting up back-end and various operational and legal-related activities. -Developed press opportunities, planned and executed a launch event at Tech Crunch Disrupt in San Fransisco 2016.-Advised early-stage companies on accounting and legal matters such as business formation, developing new business models, creating scalable sales processes, automating backend operations, bookkeeping and taxes.-Created and deployed marketing campaigns using Sendgrid, Intercom, and HubSpot.-Managed client-accountant relationships.

-Continuously analyzed user feedback and documented required features and UX/UI changes to the development team using Jira and Confluence.-Tracked financial, marketing and user engagement metrics using Quickbooks, Infusionsoft and Google Analytics.-Coordinated and managed trade shows, educational webinars, and networking meetups.-Identified and cultivated strategic partnerships, creating marketing opportunities with relevant community partners for new user acquisition.-Trained and managed new sales team members.-Helped hundreds of businesses create custom-tailored financial forecasts and business valuation models using over 20 different forecasting methods available on PlanGuru's software.-Designed and optimized targeted email promotions and social media campaigns using Infusionsoft.-Automated most of the day-to-day repetitive marketing and sales tasks with Zapier.

- Financial planning- Business, retirement, and estate planning- Life insurance- Annuities- Mutual funds

-Prepared corporate and individual tax returns. -Attended frequent training for up-to-date tax laws. -Provided tax consulting for international clients.

- Preparing analysis of accounts.- Maintaining financial and budget reports for distribution to management.- Preparing Excel and PowerPoint presentations for clients.