BILL LENTINI
**** ****** *** *********, ** ***** . pigj1n@r.postjobfree.com . (615) 916-
1850
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PROFESSIONAL PROFILE
. FINANCIAL SERVICES ENTREPRENEUR; Responsible for starting, operating, and
managing a financial services business, as well as obtaining all licensing,
marketing, staff development, client relations, strategic and tactical
planning, web design, and negotiations
. BUSINESS OWNERSHIP KNOWLEDGE, including the ability to look at books and
know how to correct any problems, revenue increases and marketing, and
holding seminars. I am also highly knowledgeable of programs such as
QuickBooks, Excel, Taxwise, Drake and all Microsoft Office programs
PROFESSIONAL EXPERIENCE
CFO/CONTROLLER
P&E DISTRIBUTORS INC, aka TENNESSEE SPEED SPORT, May 2011-July 2012
Financial management for multiple entities, including retail stores,
distribution warehouse and various internet websites. Charged with the
total restructure of the organization including hiring staff; benefit
administration; creating an employee handbook; developing and implementing
the filing structure for efficiency within the multiple entities; direct
supervision of accounting and office staff. Certificates of insurance and
all related audits. Operating within a budget of $25million and tasked with
doubling the business within 5 years.
OWNER/CONTROLLER & FINANCIAL SERVICES PROFESSIONAL
GUNWEL ASSOCIATES INC., 2009-Present (www.gunwel.com)
Began firm in 2009 in NYC then relocated to Nashville.
Gunwel Associates help to revolutionize small & medium size businesses by
providing the benefits of a comprehensive, personalized accounting service.
Cash flow analysis- Tracking the financial, investing and operating
activities of your company to identify problems as well as money-making
opportunities;
Payroll-Offering a full-service payroll system. From direct deposit to
payroll tax filing, we track your payroll schedule, process all
information, produce pay checks, create and file all federal and state tax
returns;
Accounting systems analysis and installation;
Compilation of financial statements;
Bill payment services;
Formation of Corporations, LLCs, CWAs, non Profits.
WEL ENTERPRISE, INC., 1987-2009
Started and Managed WEL Enterprise, Inc, as well as handled all financial
services; Tax preparation, mortgages, accounting, investments,
incorporations, business building, audit, and non profit
Key Results:
. Tax Preparation; federal, state, and out-of-state tax preparations for
individuals, small businesses, partnerships, corporations, S corporations,
LLC/LLP's, estates, and trusts
. Extension filing, estimated tax payment preparation, tax audit
representation, offer-in-compromise negotiations, ongoing tax and
budget advice/analysis, and tax planning
. Mortgages; offered loans to fit almost everyone's situation, as well as
provided informative seminars on Mortgage 101, first time home buying,
financial and legal concerns of domestic partners, and home improvement
planning and financing
. Wrote loans such as refinances for debt consolidation or equity
lines/loans, construction to permanent, reverse mortgages, challenged
credit, creative financing, commercial loans, mixed-use loans, FHA/VA
government loans, small business loans, CALFHA, down payment
assistant, and below market rate loans
. Accounting; provided full benefits of a personalized bookkeeping service
including:
. Cash flow analysis; tracking financial, investment, and operating
activities
. Payroll; handling direct deposit, payroll tax filing, tracking
payroll schedules, processing information, printing checks, and
creating and filing tax returns
. Bill payment services, bookkeeping, bookkeeping systems analysis and
installation, and producing all financial statements
. Investments; working with clients to assess goals, inventory of money and
other assets, and estimations to build a successful future
. Full service investment services including comprehensive financial
advising, retirement services (including IRA's and 401k plans),
education plans (529 college savings programs), disability insurance,
and estate planning
. Incorporations; client relations including discussing pros and cons of
incorporating and assisting with establishing an optimal corporate
structure for the business
. Package of Incorporation included; establishing ideal corporate
structure for both corporations (S & LLC), ongoing consultations to
review business performance, advising on issue stock as well as
shareholder determination, ongoing bookkeeping services, drafting
minutes for corporate meetings, drafting profit and loss statements,
preparing tax filings, and setting up record books
. Business Building; assisted aspiring entrepreneurs to open and expand
business, explore markets, form corporations, and increase income
. Business Coaching, as well as inspiration conclusions and practical
advice
. Creative Business models and successful business plans
. Bookkeeping, sales, and marketing consultations, as well as business
seminars
. Incorporation and LLC formation services
. Audit; provided in-depth financial statement review of internal control
and selected transactions and communications with third parties
. Provided written communication with clients customers, banks,
vendors, and attorneys
. Handled physical inspections; observed inventory counting methods
and performed test counts
. Non Profit; helped organizations by assuring that all financial
statements and internal controls met the standards required by the
government and constituents
. Design, installed, and maintained accounting systems
. Payroll tax preparation and deposits
. Trained accounting personnel for companies
. Supply information and file non-profit status applications
. Handled all training for board on non-profit financial statements;
usage and effective budgeting practicing
. Prepared and filed 990 and 990T tax forms
. Prepared initial start up documentation; incorporation, federal
employee identification numbers, and payroll setup with federal and
state agencies
. Hiring and Training all new employees, as well as assuring all
certifications were valid to perform services
. Built a formal website from template to design (www.weltax.com)
RADIO HOST 2006-2009
"HAVE YOU TALKED TO BILL LATELY?"
"FINANCIAL WELLNESS"
Developed and hosted hour long weekend "live" call in radio shows
emphasizing all thing relative in the financial world. Created and wrote
all commercial copy for WEL Enterprise Inc. Created three minute drive time
stories that reflected what currently was happening to the economy at any
given time.
The loyalty that was created from these radio shows and commercials was an
increase in revenue by 25%.
EDUCATION & TRAINING
SANTA CLARA UNIVERSITY 1978
SAN JOSE STATE UNIVERSITY 1987
CONTACT INFORMATION: 615-***-**** . pigj1n@r.postjobfree.com
References available Upon Request