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William Deveneau | Elance
 
176985602337900
Last Sign-in: Apr 19, 2014

William Deveneau

Tax Preparation/Planning, Interim CFO, Turnarounds
   United States
  |   Bennington, VT
  |  12:55 pm Local Time

Overview

Minimum Hourly Rate $27

I focus on tax planning, research, and compliance, interim CFO services, and business turnarounds. I also perform bookkeeping and general business consulting.

I started my company to provide reasonably priced services to businesses and individuals. Every engagement is done with the goal of a long-term relationship. I want to be a trusted advisor to all of my clients.

I have a A.S., B.S., and a graduate level certificate in the Foundations of Business (basically a six class mini-MBA). I am a few classes away from my MBA now. I began...

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Sep 10, 2013|Accounting|Private|Completed
|
3.5
Aug 19, 2013|Accounting|Private|Working
Jun 2, 2013|Financial Planning|Private|Completed
|
3.4

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Skills (10)

Tested
Management Skills
Management Skills Test
My Score
avg
Bookkeeping
Book keeping Test
My Score
avg
QuickBooks
Quick Books Pro 2008 Test
My Score
avg
Business Plans
Business Plans Test
My Score
avg
Corporate Strategy
Corporate Strategy Test
My Score
avg
Accounting
Accounting Principles Test
My Score
avg
General Financial Accounting Test
My Score
avg
Business Analysis
Business Strategy Test
My Score
avg
Financial Analysis
Financial Analysis Test
My Score
avg
Financial Statements
Components Of Financial Statement Test
My Score
avg
Financial Forecasting

Service Description

The core services I provide are tax research, planning, & compliance, interim/part-time CFO, business turnarounds, bookkeeping, and general business consulting.

* Tax Research, Planning, & Compliance: I research your specific situation and determine what you need to do to stay in compliance with state, local, and federal regulations. This includes sales tax nexus research. I work with you to create a plan to reduce you tax liability in the future. I also perform the preparation services for businesses, individuals, and trusts. I can provide all the tax reporting you need, including sales tax, payroll, and many more.

* Interim / Part-time CFO: I am your business's CFO on an interim or part-time basis. It is like having a CFO at a much lower cost. The typical tasks include accounting system planning/implementation, financial analysis, financial planning, accounting oversight, reporting, research, determining proper capital structure, getting a company ready for investors, and increasing the overall efficiency of the financial side of the business. There are many more tasks involved in being an interim CFO, too many to list here. If its needed, I do it. I help you take your time back to run and expand your business.

* Business Turnarounds: I help distressed or underperforming businesses turn things around. I work with you to determine what needs to be done to increase cash flow and create short-term and long-term plans for success. Typically I initially work...

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Employment

Veracity Financial Group LLC
Managing Partner
2011 - Present
We provide clients with tax research, planning, and compliance/preparation; interim and part-time CFO services, business turnarounds, bookkeeping, and business consulting.
Squam Ventures LLC
President/CEO
2011 - Present
Squam operates and manages online retailers. In mid 2012, Squam will be launching a micro-venture capital fund.
Non Profit Corporation
Treasurer
2005 - Present
Managed the daily finances, created and monitored budget, instituted investment philosophy, and initiated long-term planning function. Created models to depict how capital changes would impact...

Education

Albany Law School
Juris Doctor (JD)
-
University of Massachusetts
Master of Business Administration (MBA) in Finance
2011 - 2013
University of Massachusetts
Graduate Certificate - Foundations of Business
2010 - 2011
State Univ. of New York - Empire State College
Bachelor of Science
2006 - 2010
Mt. Wachusett Community College
Associate of Science
2001 - 2004

Keywords

Tax
CFO
Turnaround
virtual CFO
bookkeeping
tax return
tax preparation
business plans
tax planning
tax research
My Snapshot
Finance & Management
1
Elance Level
Level represents activity and experience on Elance. Freelancers start at Level 1 and achieve higher levels through their work. A higher "Level" indicates greater earnings, ratings and other achievements on Elance. Learn More »
  • 12 months
  • Lifetime
Jobs
3
2
14
Total
Milestones
Hours
Reviews
3.4
Recommend
Clients
Total
Repeat
Earnings
Private
Private
Total
Per Client
Identity
Username
VeracityGroup
Type
Individual
Member Since
February 2011
Elance URL
Verifications
0
William Deveneau | Elance

William Deveneau