Jacquelyn Bolles, CPA

Financial Consultant at Startups.com

Jacquelyn Bolles, CPA, has over 20 years of work experience in finance, accounting, and consulting roles. Jacquelyn currently serves as a Financial Consultant at Startups.com, where they guide entrepreneurs in the financial modeling and presentation process to help their businesses succeed.

Prior to their current role, Jacquelyn worked as an SEC Consultant at Information Systems Associates, Inc., where they maintained SEC compliance, created financial models, and developed investor presentations. Jacquelyn also represented the company during road shows in New York and Chicago.

Jacquelyn has also served as the Director of Corporate Accounting at The WSR Group, providing consulting services to public and private companies. Additionally, they worked as the Vice President of Finance at The Asgard Group, offering CFO services for behavioral health entities.

Earlier in their career, Jacquelyn held positions such as Controller at Jerome Golden Center, where they were responsible for finance, accounting, and budgeting for a Behavioral Health Center and Inpatient Psychiatric Hospital. Jacquelyn also served as Interim Controller at Ecosphere Technologies, improving SEC compliance and reporting processes.

Furthermore, Jacquelyn has experience as the Director of Finance and Operations at Place of Hope, Inc., where they oversaw finance, operations, human resources, and general business affairs. Jacquelyn was also involved in the construction of a 10-acre campus.

Before these roles, Jacquelyn worked as a Tax Accountant at Moore, Ellrich & Neal, PA, preparing various types of income tax returns and providing litigation support.

Overall, Jacquelyn Bolles, CPA, has a strong background in financial consulting, SEC compliance, corporate accounting, and executive leadership, making their a valuable asset in the finance and accounting industry.

Jacquelyn Bolles, CPA completed their Bachelor's of Science degree in Psychology from the University of Florida, where they studied from 1979 to 1983. Later, in 1997, they became a Certified Public Accountant (CPA) in the state of Florida. No specific educational details are available regarding their CPA qualification.

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Timeline

  • Financial Consultant

    October, 2013 - present