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Vijay Maraj
Vijay Maraj
5
consultations
I’m a CPA with over 5 years of Big 4 public accounting experience helping anyone Fortune 500 companies to high net worth individuals in auditing, advisory, FP&A, financial planning and strategic investment allocation. In my free time I trade stocks, options and crypto which I’ve been doing for almost a decade. I’m also a BJJ blue belt, avid traveler, and help advice on any accounting, finance, or business questions people who know me my have and trying to expand and help as many people as I can reach financial freedom. I’m a first generation proud American who hit a million dollars before I was 30 and just want everyone to know if I can do it so can you.
I’m a CPA with over 5 years of Big 4 public accounting experience helping anyone Fortune 500 companies to high net worth individuals in auditing, advisory, FP&A, financial planning and strategic investment allocation. In my free time I trade stocks, options and crypto which I’ve been doing for almost a decade. I’m also a BJJ blue belt, avid traveler, and help advice on any accounting, finance, or business questions people who know me my have and trying to expand and help as many people as I can reach financial freedom. I’m a first generation proud American who hit a million dollars before I was 30 and just want everyone to know if I can do it so can you.
Rocky Coppola
Rocky Coppola
5
consultations
Rocky Coppola MBA, CPA, ChFC®, CGMA, FLMI Hello - thank you for visiting me on Minnect. I am passionate about helping individuals, couples, and businesses achieve their financial goals. I have spent over 35 years in the business world with the second half of my time in senior-level roles such as Entrepreneur, CFO, Financial Officer, Senior Vice-President of Finance, Controller, and Head of Financial Planning and Analysis. I have also successfully coached individuals and couples through their personal financial journey via my personal financial coaching operation. My experience and unique blend of strategic planning and extensive operational experience have equipped me to provide top-of-class CFO/CSO/COO support to any size business to develop and execute their strategy. Hiring a financial coach is a big deal, and you want to make sure you’re choosing a coach who not only shares your values but who also has the right experience and expertise. I have over 35 years of experience and over that time, I acquired a number of certifications and education that I keep active today: - MBA - BSBA in accounting - CPA, Certified Public Accountant - ChFC®, Chartered Financial Consultant® - CGMA, Chartered Global Management Accountant - FLMI, Fellow, Life Management Institute - Financial Coach Master Training Certificate, Ramsey Solutions - Certified QuickBooks ProAdvisor, Online With these certifications, education, and experience in hand, I can take the complex and make it understandable. Then—and this is the important part—I can help you take that knowledge and make it actionable. This is true financial empowerment. My Financial Coaching Philosophy Financial coaching is a privilege and an honor, but it is also a tremendous responsibility. I believe people want: - A purposeful life rich with experiences - To learn and grow as individuals - Success in what they choose to pursue My role as your business/financial coach is to help you create an environment where this can happen. To do this, I am committed to: - Bringing out the best in my clients - Establishing and clearly communicating expectations - Holding my clients accountable for their responsibilities and duties - Praising my clients when they meet or exceed expectations My values guide every interaction I have —and my clients reciprocate these values. My Financial Coaching Values - Fiduciary Relationship - Open Communication - Teamwork - Integrity - Trust - Passion
Rocky Coppola MBA, CPA, ChFC®, CGMA, FLMI Hello - thank you for visiting me on Minnect. I am passionate about helping individuals, couples, and businesses achieve their financial goals. I have spent over 35 years in the business world with the second half of my time in senior-level roles such as Entrepreneur, CFO, Financial Officer, Senior Vice-President of Finance, Controller, and Head of Financial Planning and Analysis. I have also successfully coached individuals and couples through their personal financial journey via my personal financial coaching operation. My experience and unique blend of strategic planning and extensive operational experience have equipped me to provide top-of-class CFO/CSO/COO support to any size business to develop and execute their strategy. Hiring a financial coach is a big deal, and you want to make sure you’re choosing a coach who not only shares your values but who also has the right experience and expertise. I have over 35 years of experience and over that time, I acquired a number of certifications and education that I keep active today: - MBA - BSBA in accounting - CPA, Certified Public Accountant - ChFC®, Chartered Financial Consultant® - CGMA, Chartered Global Management Accountant - FLMI, Fellow, Life Management Institute - Financial Coach Master Training Certificate, Ramsey Solutions - Certified QuickBooks ProAdvisor, Online With these certifications, education, and experience in hand, I can take the complex and make it understandable. Then—and this is the important part—I can help you take that knowledge and make it actionable. This is true financial empowerment. My Financial Coaching Philosophy Financial coaching is a privilege and an honor, but it is also a tremendous responsibility. I believe people want: - A purposeful life rich with experiences - To learn and grow as individuals - Success in what they choose to pursue My role as your business/financial coach is to help you create an environment where this can happen. To do this, I am committed to: - Bringing out the best in my clients - Establishing and clearly communicating expectations - Holding my clients accountable for their responsibilities and duties - Praising my clients when they meet or exceed expectations My values guide every interaction I have —and my clients reciprocate these values. My Financial Coaching Values - Fiduciary Relationship - Open Communication - Teamwork - Integrity - Trust - Passion
Daniel Sabzerou Tax JD EA
Daniel Sabzerou Tax JD EA
5
consultations
I am the Founder and Director of BlackRock Tax Advisors. We exist to assist small and mid-sized business with tax planning, tax advisory, and tax preparation services in all 50 States. We serve professionals, real estate investors, personal services, crypto companies, and family businesses. I was previously a Director at an International Tax Consulting firm advising small businesses with $250,000 in revenue to large, Fortune 500 businesses with over $16,000,000,000 ($16 Billion) in annual revenue. I look forward to helping you in this complex world of personal and business taxes and related business topics.
I am the Founder and Director of BlackRock Tax Advisors. We exist to assist small and mid-sized business with tax planning, tax advisory, and tax preparation services in all 50 States. We serve professionals, real estate investors, personal services, crypto companies, and family businesses. I was previously a Director at an International Tax Consulting firm advising small businesses with $250,000 in revenue to large, Fortune 500 businesses with over $16,000,000,000 ($16 Billion) in annual revenue. I look forward to helping you in this complex world of personal and business taxes and related business topics.
Michael McCall
Michael McCall
5
consultations
I help business owners with their accounting and taxes so they can sleep stress free and focus on operations. I own two businesses, a CPA Firm and a trucking company. So I practice what I preach. www.BuffaloFinances.com Christ is King! -Michael
I help business owners with their accounting and taxes so they can sleep stress free and focus on operations. I own two businesses, a CPA Firm and a trucking company. So I practice what I preach. www.BuffaloFinances.com Christ is King! -Michael
Mordechai Khaimov - CPAVerify icon
Mordechai Khaimov - CPA
consultations
Hey there! I’m Mordechai Khaimov, a first-generation American and a CPA-turned-financial advisor. I’m all about helping people—especially immigrants and first-gen Americans like myself—find their financial footing in this complex world. Over the last decade, I’ve tackled everything from corporate and nonprofit accounting to managing hefty endowments. I’ve spent four intense years as an auditor, which sharpened my eye for the small details. These days, I focus on working with high net-worth individuals and businesses, designing personalized financial plans that cover everything from saving for retirement and analyzing insurance needs to finding smart tax strategies and smoothing out business operations. I also have a focus on business and career coaching, taking my expertise auditing companies and helping the business owners establish standard operating procedures and metrics in their business. What really drives me is my own story as a first-gen American, which gives me a special understanding of the hopes and hurdles of chasing the American Dream. I’m here to share what I know, empower through education, and help make the financial system work for you. *Disclaimer: The information provided is for coaching purposes only and should not be considered investment advice.*
Hey there! I’m Mordechai Khaimov, a first-generation American and a CPA-turned-financial advisor. I’m all about helping people—especially immigrants and first-gen Americans like myself—find their financial footing in this complex world. Over the last decade, I’ve tackled everything from corporate and nonprofit accounting to managing hefty endowments. I’ve spent four intense years as an auditor, which sharpened my eye for the small details. These days, I focus on working with high net-worth individuals and businesses, designing personalized financial plans that cover everything from saving for retirement and analyzing insurance needs to finding smart tax strategies and smoothing out business operations. I also have a focus on business and career coaching, taking my expertise auditing companies and helping the business owners establish standard operating procedures and metrics in their business. What really drives me is my own story as a first-gen American, which gives me a special understanding of the hopes and hurdles of chasing the American Dream. I’m here to share what I know, empower through education, and help make the financial system work for you. *Disclaimer: The information provided is for coaching purposes only and should not be considered investment advice.*
Greg RodriguezVerify icon
Greg Rodriguez
consultations
In the dynamic realm of real estate, where each decision can pivotally influence your financial future, I stand as your strategic advisor and advocate. The landscape of real estate is perpetually evolving, with tax laws and market dynamics in constant flux. I’ve witnessed firsthand the consequences of ill-informed decisions-tales of missed opportunities and financial setbacks that could have been avoided with expert advisory. It is my mission to ensure that my clients never find themselves in such predicaments. The cornerstone of any prudent real estate transaction, be it buying or selling, is consulting with the CPA. This approach ensures that you are armed with the best strategic insights and tools to navigate your real estate ventures successfully. When you work with a CPA like me you will receive unparalleled benefits in informed decision making, tax optimization (should you buy or sell), custom investment strategy, risk mitigation, and legacy planning. If you’re contemplating entering the real estate market, whether as a novice investor or looking to expand your portfolio, I am here to advise you. My commitment to excellence, combined with a deep understanding of finance and real estate, positions me not just as a CPA but as your strategic partner in achieving your real estate dreams. Your successful journey begins with a conversation. Reach out to me, and let’s explore how we can unlock the full potential of your real estate endeavors together.
In the dynamic realm of real estate, where each decision can pivotally influence your financial future, I stand as your strategic advisor and advocate. The landscape of real estate is perpetually evolving, with tax laws and market dynamics in constant flux. I’ve witnessed firsthand the consequences of ill-informed decisions-tales of missed opportunities and financial setbacks that could have been avoided with expert advisory. It is my mission to ensure that my clients never find themselves in such predicaments. The cornerstone of any prudent real estate transaction, be it buying or selling, is consulting with the CPA. This approach ensures that you are armed with the best strategic insights and tools to navigate your real estate ventures successfully. When you work with a CPA like me you will receive unparalleled benefits in informed decision making, tax optimization (should you buy or sell), custom investment strategy, risk mitigation, and legacy planning. If you’re contemplating entering the real estate market, whether as a novice investor or looking to expand your portfolio, I am here to advise you. My commitment to excellence, combined with a deep understanding of finance and real estate, positions me not just as a CPA but as your strategic partner in achieving your real estate dreams. Your successful journey begins with a conversation. Reach out to me, and let’s explore how we can unlock the full potential of your real estate endeavors together.
Connor HickeyVerify icon
Connor Hickey
consultations
Career Advising Services: - Early Career Coaching/Advising - College Admissions Advising - Internship & Entry-Level Job Searches - Resume + Cover Letter Editing/Reviews - Mock Interview Sessions - Technical Finance & Accounting Training - Excel Modeling Training Personal Wealth Advising Services: - Financial Planning - Cash Flow Management - Budgeting - Portfolio Management - Asset Allocation - Cryptocurrency - Public Markets Analysis - Equity Research - Investment Analysis Corporate Finance Advising Services: - M&A Advisory - Business Valuation - Market Research - Debt & Equity Raises - Financial Modeling - Risk Management - Strategic Financial Planning - Restructuring - Compensation and Incentive Programs Business Consulting Services: - Strategic Planning - Business Process Improvement - Operations Management - Sales and Marketing Strategies - Organizational Design and Development - Technology Consulting About Me: I’m a Financial Analyst at a NY based Independent Multi-Family Office with over 2+ years of experience in the Finance industry. I’ve worked and consulted for multiple Fortune 500 companies and start-ups directly advising C-Suite Executives, Business Owners, and Ultra-High Net Worth Individuals. Currently, I’m enrolled in Georgetown’s Master of Science in Finance program (Ranked #8 in the U.S by QS). I graduated from Stony Brook University College of Business Honors (Ranked #1 Public University in NYS & #26 Nationally by U.S News). As President of the SBU Finance Society, I led one of the largest on-campus student-run clubs. I ran various professional development events such as Resume Reviews, Mock Interviews, Networking Events, and Technical Finance workshops. I launched an undergraduate career mentorship program, where my team and I helped over 500+ students prepare for and obtain internships and entry-level jobs in the Finance field. My professional expertise lies in financial analysis & modeling, mergers & acquisitions, financial planning, and investment analysis. I have worked on multiple closed M&A deals (buy & sell-side), private equity, and real estate transactions. Witnessing my clients achieve their personal and business financial goals is what drives me to go above and beyond to provide exceptional value for them. As a trusted advisor to C-Suite Executives and UHNW Families and Individuals, I am certain I can provide the same value for YOU! Let’s discuss how I can help you grow your career, net worth, and business!
Career Advising Services: - Early Career Coaching/Advising - College Admissions Advising - Internship & Entry-Level Job Searches - Resume + Cover Letter Editing/Reviews - Mock Interview Sessions - Technical Finance & Accounting Training - Excel Modeling Training Personal Wealth Advising Services: - Financial Planning - Cash Flow Management - Budgeting - Portfolio Management - Asset Allocation - Cryptocurrency - Public Markets Analysis - Equity Research - Investment Analysis Corporate Finance Advising Services: - M&A Advisory - Business Valuation - Market Research - Debt & Equity Raises - Financial Modeling - Risk Management - Strategic Financial Planning - Restructuring - Compensation and Incentive Programs Business Consulting Services: - Strategic Planning - Business Process Improvement - Operations Management - Sales and Marketing Strategies - Organizational Design and Development - Technology Consulting About Me: I’m a Financial Analyst at a NY based Independent Multi-Family Office with over 2+ years of experience in the Finance industry. I’ve worked and consulted for multiple Fortune 500 companies and start-ups directly advising C-Suite Executives, Business Owners, and Ultra-High Net Worth Individuals. Currently, I’m enrolled in Georgetown’s Master of Science in Finance program (Ranked #8 in the U.S by QS). I graduated from Stony Brook University College of Business Honors (Ranked #1 Public University in NYS & #26 Nationally by U.S News). As President of the SBU Finance Society, I led one of the largest on-campus student-run clubs. I ran various professional development events such as Resume Reviews, Mock Interviews, Networking Events, and Technical Finance workshops. I launched an undergraduate career mentorship program, where my team and I helped over 500+ students prepare for and obtain internships and entry-level jobs in the Finance field. My professional expertise lies in financial analysis & modeling, mergers & acquisitions, financial planning, and investment analysis. I have worked on multiple closed M&A deals (buy & sell-side), private equity, and real estate transactions. Witnessing my clients achieve their personal and business financial goals is what drives me to go above and beyond to provide exceptional value for them. As a trusted advisor to C-Suite Executives and UHNW Families and Individuals, I am certain I can provide the same value for YOU! Let’s discuss how I can help you grow your career, net worth, and business!
Kyle Burgoyne
Kyle Burgoyne
consultations
I deliver fractional CFO and technical advisory services designed to directly impact the bottom line with high ROI opportunities. I do this by combining specialized finance and accounting expertise with today’s array of automation, integration and AI technologies. Contact me today for financial or technical advice or services. See my business website here: [placeholder] With nearly a decade of experience working within FP&A ecosystems and a strong aptitude for technology, I have honed a unique skill set that allows me to serve as the intermediary between these critical functions. My expertise lies in understanding both the intricacies of financial operations and the emerging opportunities of cutting-edge technology solutions. Few other fractional CFO possess the same level of knowledge and capability in capturing high ROI opportunities using today’s suite of automation, integrations, and AI technologies. This niche cross functional skillset enables me to deliver the highest of RIO to FP&A departments and operators in need of better data visibility or the configuration of an automation solution. This skillset directly supplements my fractional CFO services, as we can see other high ROI technology opportunities throughout the business, not just with the FP&A function. I showcase my capabilities across many social media platforms to educate CFOs and executive business operators on where I can deliver value to their businesses. This is, also, not something that many other firms do. I think this is an important mechanism of any financial or technical advisory firm from a marketing perspective, but really, it’s the ‘giving back’ piece. I can say definitively that I would not be the professional, nor person, without the many creators out there from whIom I have benefited. It's time for me to start being one myself. See my Youtube Channel here: [placeholder]
I deliver fractional CFO and technical advisory services designed to directly impact the bottom line with high ROI opportunities. I do this by combining specialized finance and accounting expertise with today’s array of automation, integration and AI technologies. Contact me today for financial or technical advice or services. See my business website here: [placeholder] With nearly a decade of experience working within FP&A ecosystems and a strong aptitude for technology, I have honed a unique skill set that allows me to serve as the intermediary between these critical functions. My expertise lies in understanding both the intricacies of financial operations and the emerging opportunities of cutting-edge technology solutions. Few other fractional CFO possess the same level of knowledge and capability in capturing high ROI opportunities using today’s suite of automation, integrations, and AI technologies. This niche cross functional skillset enables me to deliver the highest of RIO to FP&A departments and operators in need of better data visibility or the configuration of an automation solution. This skillset directly supplements my fractional CFO services, as we can see other high ROI technology opportunities throughout the business, not just with the FP&A function. I showcase my capabilities across many social media platforms to educate CFOs and executive business operators on where I can deliver value to their businesses. This is, also, not something that many other firms do. I think this is an important mechanism of any financial or technical advisory firm from a marketing perspective, but really, it’s the ‘giving back’ piece. I can say definitively that I would not be the professional, nor person, without the many creators out there from whIom I have benefited. It's time for me to start being one myself. See my Youtube Channel here: [placeholder]
Jeane Venekamp
Jeane Venekamp
consultations
Accounting and consulting for Restaurants. Ask anything R365 Restaurant365 to our operations and accounting team!
Accounting and consulting for Restaurants. Ask anything R365 Restaurant365 to our operations and accounting team!
Jorge Mercado
Jorge Mercado
consultations
Tax Accountant with more than 10 years of experience working with entrepreneurs and taxpayers doing their finance and taxes. MBA on Finance, BBA accounting and Finance licenses on Insurance and Series 6 From Puerto Rico and currently on Florida.
Tax Accountant with more than 10 years of experience working with entrepreneurs and taxpayers doing their finance and taxes. MBA on Finance, BBA accounting and Finance licenses on Insurance and Series 6 From Puerto Rico and currently on Florida.