Meredith Verona

Name: Meredith Verona
Company: Bookkeeping Go
Profession: Accounting
Power Team: Finance
Phone: 732.809.2029
Business Address: 400 West 43rd Street #MM NY NY 10036
Email: m.verona@bookeepinggo.com
Website: bookkeepinggo.com

Products and/or services offered:

Bookkeeping Services

Ideal Referrals:

NYC Professional Services Business, Real Estate, New Business Startup 

Professional Bio:

Bookkeeping Go (“BKG”) was established in 2018 where I provide exceptional bookkeeping services using cloud-based software. Business transactions can be automated to make the process simple. Financial information is “live” which can greatly free up time – to be on the GO. I passionately believe that the best accounting/bookkeeping/tax services will turn your ideas and visions into tangible solutions that will help you grow your business and run it more efficiently.

Muhammad S. Junaid

Name: Muhammad S. Junaid
Company: BrilTax Advisors LLC
Profession: CPA
Power Team: Finance
Phone: 929.603.7283
Business Address: 295 Madison Avenue, 12 Fl New York, NY 10017
Email: sjunaid@briltax.com
Website: www.briltax.com

Products and/or services offered:

Tax Advisory and Compliance Services

Ideal Referrals:

Business Owners, CFOs, High Net Worth Individuals

Professional Bio:

Muhammad Junaid is a Certified Public Accountant deeply experienced in federal and state tax compliance with a particular focus in small to medium sized businesses and high net worth individuals. He has over 15 years of experience in assisting clients, both public and private, in connection with tax planning matters and compliance. 

Prior to starting his own practice, Muhammad worked for Deloitte Tax LLP and Skadden, Arps, Slate, Meagher & Flom LLP. 

Peter Gordon

Name: Peter Gordon
Company: New York Financial Organizers, Inc.
Profession: Daily Money Manager
Power Team: Finance
Phone: 917.279.3972
Business Address: 185 Great Neck Road 4th Floor, Great Neck NY 11021
Email: peter@nyfo.nyc
Website: nyfo.nyc

Products and/or services offered:

New York Financial Organizers' (NYFO) mission is to bring clients order, ease, and peace of mind. We do this by managing the day-to-day financial tasks that can overwhelm the people we help. These tasks include bill paying, insurance claim processing, and budgeting. We also serve as Professional Fiduciaries, including Trustee, Executor and Power of Attorney.

Ideal Referrals:

Elder Law Attorneys, Trust & Estate Attorneys, Care Managers

Professional Bio:

Peter Gordon is the President of NYFO. He is a Certified Daily Money Manager (CDMM) and a member of the American Association of Daily Money Managers (AADMM). Peter is a Past President of the Greater New York Chapter of the AADMM and a Certified Senior Advisor (CSA), a member of the Orion Resource Group and a former co-leader of its Manhattan chapter.

Peter has taken courses in Geriatric Care Management at the Brookdale Center for Healthy Aging. He earned a BA in Political Science from the University of Buffalo and an MBA in Finance from Baruch College.

Amber Flanagan

Company: AshCon Financial 
Profession: Health Insurance 
Power Team: Finance
Phone: 347-574-6615
Business Address: Brooklyn, NY
Email: AFlanagan@AshConFinancial.com
Website: www.ashconfinancial.com

Products and/or services offered:

Individual and Group Health Insurance

Ideal Referrals:

Small Business owners, solo entrepreneurs, independent contractors

Stacy Francis

Company: Francis Financial, Savvy Ladies
Profession: Fee Only Financial Planner & Wealth Mgr.
PowerTeam: Finance
Phone: 212-374-9008
Email: stacy@francisfinancial.com

 

Stacy on Short Talk, discussing first steps if you are filing for divorce.

Stacy on CNBC's Straight Talk giving tips on filing your 2015 taxes,

Stacy on CNBC's Straight Talk discussing retirement investments.

Gary McNally

Name:  Gary McNally
Company: GMC Insurance Brokers Inc.
Profession: Property & Casualty Insurance Brokers
Power Team: Finance
Phone: 415.936.3814
Business Address: 30 Wall Street, 8th Floor, New York, NY 10005
Email: gary@gmcinsurances.com
Website: www.gmcinsurances.com

Products and/or services offered:

Business Insurance; General Liability, Workers Comp, Professional Liability, Errors & Omissions, Cyber Liability, Property, Business Interruption, Employment Practices, Malpractice, Commercial Excess/Umbrella Liability, Liquor Liability, Flood, Directors & Officers, Disability & Paid Family Leave.

Ideal Referrals:

Entrepreneurs looking to understand their risk and how insurance can help protect their business. Existing business owners looking to ensure their business is fully protected. Power partners include business attorneys and CPA's.

Specific industries we love to help:

- Restaurants & Bars

- Construction

- Marketing Firms

- Attorneys

Professional Bio:

Since 2008 I have dedicated my career to insurance sales, business communications and relationship development. I pride myself on developing long lasting relationships by going above & beyond for everyone that I work with.

GMC Insurance Brokers was established in 2016 and is an independent insurance brokerage based in New York City specializing in business insurance.

At GMC we help businesses thrive by providing tailor made insurance programs that protect your business and give you peace of mind to focus on growth. Having been in this industry since 2008 and by partnering with various U.S. based and Global Insurers we are well equipped to service all industries.

Michael Blumenfeld

Company: Mile Square Insurance Agency
Profession: Personal P&C Insurance
Power Team: Finance
Phone: 201-687-9950
Business Address: 117 Washington St #300 Hoboken
Email: mike@msqia.com
Website: milesquareinsurance.com

Products and/or services offered:

Homeowners, Condo, Auto, Jewelry, Umbrella, Flood Insurance

Ideal Referrals:

New home buyers, people with homes or cars that want to make sure they are covered correctly

Professional Bio:

Our team puts their decades of insurance experience to work for our clients to get them the best coverage and pricing to protect what matters to them.


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