Teams at Business Financial Group

Manage U.S. tax preparation operations, including team supervision, work allocation, project workflows, deadlines, quality control, tax review coordination, and escalation of complex matters. Oversee Forms 1040, 1065, 1120S, and 1120 processes, coordinate reviewers, track client information and IRS matters, coach staff, implement procedures, and report on productivity and delivery performance.

Lead BFG’s growth-capital fundraising readiness by reviewing financials, building a 36-month integrated model, forecasting funding needs, analyzing debt and capital structures, conducting valuation, and preparing investor materials. Support investor research, due diligence, reporting standards, KPI dashboards, and management discussions while coordinating with legal and tax advisors. The engagement is milestone-based and remote, focused on preparing a profitable U.S. financial services company for a potential $750,000 raise.

Build and maintain responsive WordPress websites, landing pages, reusable templates, and digital lead-generation experiences. Use AI-assisted development tools to accelerate coding, publishing, testing, and troubleshooting while reviewing code for quality and security. Implement technical SEO, analytics, conversion tracking, integrations, performance improvements, and QA. Manage themes, plugins, staging, deployment, backups, and website security while supporting scalable publishing workflows and collaborating with marketing and business teams.