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Shawn Powell Joseph

Orlando, Florida Area

Founder Concentric Global Consultants. Professional CFO and Executive Wingman. Dreamer Advocate & Mentor. Advisor to Entrepreneurs and small organizations in the US, Vancouver & the Caribbean. Learn more about me at www.linkedin.com/in/shawnpowelljoseph/.

I invite you to contact me to schedule time to talk about your project. As a Senior-Level Finance Professional and Management Consultant, I combine my three great passions - business, travel, and learning new things - to develop strategies that solve problems for my clients. My mission is to help organizations and entrepreneurs succeed on their own terms.

My practice areas include business strategy development, SEC compliance reporting, banking relationship development, contract negotiation, and investor relations. Accounting, fiscal planning, budgeting, research, internal and external auditor coordination, and forensic reconstruction services are also some of my areas of expertise. I love the work that I do and I enjoy the clients that I serve. How may I be of service to you?

$5.00/min

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Management Consulting Leadership Development Financial Modeling Strategy Development Business Process Improvement Accounting Financial Analysis SEC filings Managerial Finance Financial Audits

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Leadership Strategy

How an entrepreneur chooses to lead an organization can have a profound affect on how the organizations develops, innovates and competes. To effectively lead an organization, one must look first into himself or herself. The image that peers back may surprise you. I help entrepreneurs develop a leadership style that will support the core objectives of their organizations.

http://concentric-global.com/the-case-for-emotional-intelligence/

Financing Strategy

Raising capital is one of the most challenging aspects of growing an organization. I help organizations to develop clearly defined financing goals and objectives before attempting to raise capital.

http://concentric-global.com/build-a-foundation-for-growth-before-you-look-for-capital/

Answers 2
Reviews 4

Answers

Shawn Powell Joseph answered

Are there examples of corporate departments that have been turned into profit centers? Such as in-house advertising, market research or R&D functions?

Pardon my answering a question with a question, but are you looking for specific public examples or individual organizational experiences? As an accounting and management consultants, a few very specific client projects come to mind when considering the answer to this question. I would like to offer examples from two different clients, in two different industries.

Example 1: Oil-field Services Organization Company Store
Background: First case was the development of a company store for a multi-division oil-field services organization. Historically, all of the divisions of this organization purchased tools, gloves and other miscellaneous items from external vendors.
Concept: The concept of the company store was designed to centralize purchasing activities and achieve economy of scale by creating a large purchasing power. The “Company” store not only supplied the divisions with tools, it was also open to the employees and other organizations within the industrial area where it was located. The “Company” store had to have competitive prices and had to win the business of its fellow divisions.
Outcome: In 2003 the store generated an average of $50,000 in sales per month.

Example 2: Heavy Equipment Leasing Company
Background: The second case was engineering company that developed a leaving company for it operating divisions and the general public. The organization sold all of its heavy equipment to a newly-formed, wholly owned subsidiary. The new leasing company then leased the equipment back to the individual divisions and to the general public.
Concept: The objective of this project was to increase the rate of utilization of the company’s assets by converting idle time to billable utilization.
Outcome: The organization was able to generate revenue from external customers by leasing/renting heavy equipment that was not being fully utilized internally.

I am uncertain if these examples will help you with your current project. Should you have any questions, please don’t hesitate to reach out to me at anytime.

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Accounting

Organizational Design

Management

Shawn Powell Joseph answered

Should I collect NY sales taxes for online marketing and web development services offered to NY clients?

Generally, the transfer of tangible personal property is the trigger for a sales tax event. In this case, it may be necessary to review the various aspects of a typical transaction to determine if any portion thereof would be subject to sales tax. However, generally speaking, receipts from the sale “Marketing”, "Media Placement Services" and "Web Site Networks" are not subject to State or local sales and compensating use taxes provided your organization does not sell or otherwise transfer any tangible personal property to its clients in conjunction with these activities or perform any services otherwise taxable under Section 1105(c) of the Tax Law in conjunction with these activities. (See, Advertising Agencies, Technical Services Bureau Memorandum, June 10, 1983, TSB-M-83(16)S.
For additional guidance, you may also want to refer to Publication 750, A Guide to Sales Tax in New York State http://www.tax.ny.gov/pdf/publications/sales/pub750.pdf.
I hope that you find this information useful.
Shawn Powell Joseph
Reference
TSB-A-97(43)s

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Accounting

Tax Law

New York City

Reviews

I have had the pleasure of working with Shawn Powell in my capacity as corporate counsel for an SEC reporting company for which Shawn was the Chief Financial Officer. Shawn performs her duties as the Company's CFO in an exemplary manner with a high level of efficiency and attention to detail. I provide my highest recommendation to Shawn Powell. She would be an invaluable assset to any organization using her specialized skill set and strong work ethic.

Frederick M Lehrer
Attorney and Counselor at Law
(561) 706-7646
flehrer@securitiesattorney1.com

Frederick Lehrer Source: LinkedIn

Shawn is very thorough with the details of financial analysis. She has the unique balance of talent and tenacity which helps her achieve top level performance.

Michael Hackney Source: LinkedIn

Shawn is an outstanding accounting professional. She combines a high degree of technical expertise with excellent people skills and work ethic. We have worked on some challenging time sensitive projects together and she always keeps her cool and gets the job done – and done right.
I think very highly of Shawn.

Joe DeFrancisci Source: LinkedIn

Shawn is a consummate professional, who has enormous talent with numbers and the world of finance and accounting. She is creative, bottom-line oriented, and very sensitive to issues which concern small business. She took an interest in her work, and her contributions were greatly appreciated, helping us to meet our obligations and find new ways to grow our business.

Barbara Lamont Source: LinkedIn

Member since May 2013