The document discusses making accounting easier for not-for-profit organizations. It summarizes the professional experience and qualifications of an accounting professional who wants to focus on improving accounting infrastructure for not-for-profits. The professional has public and private accounting experience, will soon become a CPA, and grew up volunteering and working for not-for-profits.
Business Model Canvas (BMC)- A new venture concept
RF BIO
1. Making accounting easier for not-for-profit business…
…so you can focus on the things that
really matter
2.
3. Hingham High School ‘07 UMass Amherst ‘11 UMass Amherst ’12
Hingham, MA Major: Accounting Masters in Accounting
Minor: Philosophy
4. In both private business
and with a CPA public accounting firm
5. Become a CPA by taking the exams over the
next 12 months, while gaining more experience
in the public sector.
Focus on improving the not-for-profit segment
with a specialty in accounting infrastructure.
Improving everything from the internal
structure of financial controls to becoming audit
ready
6. Not-for-profit businesses make the world a
better place. Along with the tax exemption,
they must adhere to a strict set of mandates
that include an annual audit from and
independent CPA firm and required tax
returns. With an expert accountant with
experience, managers can focus on what’s
really important, like fulfilling their missions.
7. Grew up in Hingham, MA
Both parents, grandfather practice accounting
Mother works for Not-for-profit in downtown
Boston
Volunteered when I was a kid, through high
school and college.
Worked as a Pool Manager at South Shore
Country Club, a not-for-profit in Hingham
8. First not-for-profit I ran…
Treasurer for two
years
Ran a budget of
over $50,000
Alpha Delta Phi fraternity at UMass-Amherst
9. Things I enjoy outside of the office
Summer is our off time.. So I like to get out
when the weather is nice
Always up for a game of basketball
10. Best way to get in touch with me is through
Linked In
Hope you enjoyed, please message me on
Linked in for audit or tax questions!
