Center for Entrepreneurship Board Member, Andrew Carroll, has graciously set aside time in his busy day to help entrepreneurs is his areas of expertise as well as providing general guidance for those looking to get their ideas off the ground. He is a freelance CFO specializing in Freelancers and start-ups. Andrew is also a CPA and consultant, he has been advising people on their financial lives for over ten years.
In his words "I have helped in more places and ways that I can count: taxes, investments, insurance, business strategy, operations, mergers and acquisitions, and accounting.
I have a Series 7 and a Series 66 securities license as well as a Life and Health Insurance license - but I no longer offer securities or insurance for sale. I only advise on these topics.
I formerly spent about ten years as the general manager of a public accounting and financial planning firm with around 24 employees.
I have several sub specialties granted by the AICPA (American Institute of Certified Public Accountants):
- PFS: Personal Financial Specialist. As a CPA I specialize in personal finances - this comes in handy for my families and freelancers packages.
- CGMA: Charted Global Management Account. Management accounting is about understanding how we use numbers to make decisions. This is particularity useful for my business packages."
To make an appointment, please click the registration button above and pick the half hour timeslot that works best for you. If you are a new to entrepreneurship and have a lot of questions, you may select two half hour timeslots. Please cancel or reschedule with a 24 hour notice so that others may claim that time spot.
(One note of caution: help provided during office hours is limited to the time available during office hours and to get the best results out of this time we strongly recommend that you have a more permanent mentor, like the ones that are attached to our Residents at the CSUF Startup Incubator.)
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For more details on how we help people become entrepreneurs: http://bit.ly/csufstartup
Attend one of our entrepreneur events or sign up for a free mentoring session: http://bit.ly/CSUFEntrepreneurEvents