I’ve been serving clients & not-for-profit organizations in multiple states for over 30 years helping business leaders with their systems, processes, and finances.
Professional Experience
Staff auditor for the accounting firm of KMPG Peat Marwick.
First ever Controller for the law firm Akerman, a top 100 law firm in the US.
Founder of a public accounting practice in 1988 focusing on tax compliance and tax planning.
Exited the tax compliance practice to focus full time on fee-based financial planning, investments, and risk management. Achieved top 1% production levels in the industry.
Volunteer Experience
Treasurer, Inverness Golf and Country Club
Calvary Church of Inverness – Coached the youth ministry team to focus on their quarterly priorities and to streamline the organizational structure for volunteers.
Former Treasurer, MulliganLife – a Florida non-profit ministry
Former Chairman, True North Foundation – helped them organize a planned giving committee
Learn More: https://cbizcoach.co/
Mike Saunders, MBA
Recent episodes from Mike Saunders, MBA (see all)
- Episode #64 – Boomers Moving In With Kids – The 15 Minute Financial Feast Podcast – With Mark Triplett & Troy Westendorf - May 15, 2024
- Interview with Michael Opp Founder of Opp Financial – Their Unique Approach to Portfolio Diversification - May 15, 2024
- Interview with Kevin Coffey & Christina Keller with A Brighter Future Discussing Their More Money for You Program - May 14, 2024