Travis Raml

About Travis Raml

I\'m a growth-focused CPA with over 20 years of experience in a diverse mix of industries and job functions. While my work is primarily accounting, tax, and consulting related, my ultimate goal in working with individuals and businesses is to help them reach new levels of Growth, Profits, & Wealth.My firm’s are: Tax Preparation & Tax Planning Accounting & QuickBooks Outsourced CFO (Chief Financial Officer) & Controller Services Business Advisory Financial Coaching & Consulting DCAA Accounting for Government Contractors Business Incorporations & Business Setup Tax Representation & Resolution (IRS and State) Wealth Growth & PlanningIt\'s important to note that we\'ve designed these services to go further than just providing them. In fact, I see them as key pieces to the puzzle in developing SOLUTIONS that help clients with their business and personal finances. Additionally, I have a bit of a nontypical background for a CPA with a Bachelors\'s in Accounting, a Minor in Information Systems, and a Masters\'s in Information systems. While I’m not a coder, getting educated this way has helped me understand systems extremely well (man and tech) and it became the basis of how I see problems and how I search for solutions. If you can answer to any of these, then I almost certainly can help?• Are you having trouble buying inventory, supplies, or making payroll?• Do you need help identifying the proper goals and how to achieve them?• Are you having issues scaling your business? LinkedIn: Send me a Phone- Free Consultation://./Focus Areas:Business Restructuring | Growth Initiatives | Risk Management | Processes & Internal Controls | Psychology in Sales & Business | Business Best Practices | Change Management | Distribution & Supply Chains | Data Analytics | KPIs | CPA | Tax Strategies | Tax Planning | Business Advisors

Experience

1. Financial Coaching, Training, Services

   Travis Raml, Cpa & Associates, Llc

   Jul 2009 — Present

   Key Features & Options: Financial Coaching can be integrated into existing engagements as a service enhancement or stand-alone service• High level set of steps, review, processes, and procedures designed to get results quickly.• Action plans generally touch on all levels of the business not just financial.• Designed to be replicated in multiple areas of a business for repeatable and continued results.• Guaranteed Service Level ResultsFinancial Training services are designed for clients of all sizes and their staff members.• Designed to educate & train clients in multiple financial areas form basic through expert skill levels.• Ongoing Support, Advice, Q&A, and Workshops Sessions.• One-on-One sessions are available with in-person or virtual learning • Group sessions in virtual environment (worldwide access)• Access to recorded calls, sessions, and workshops for systematic review and continual skill building

Education

• Strayer University

  Masters, Information Systems

  2001 — 2004

• Strayer University

  BS, Accounting

  1998 — 2001

Skills

• Strategic Growth
• Payroll Taxes
• Quickbooks
• Tax
• Wealth Management Services
• Dcaa
• Incorporation Services
• Part-Time CFO Services
• Accounting
• Personal Tax Planning
• Cpa
• Business Tax Planning
• Small Business Accounting
• Generally Accepted Accounting Principles (Gaap)
• Wealth Building
• Financial Reporting
• Business Development
• Managing Business Growth
• Business Growth Strategies
• Wealth Preservation Planning
• Wealth Management
• Sarbanes-Oxley Act
• Wealth Accumulation
• Wealthengine
• New Business Development
• Tax Returns
• Business-to-Business (B2b)
• Tax Accounting
• Bookkeeping
• Tax Preparation
• Corporate Tax Planning
• Tax Advisory
• Business Advisory
• Small Business
• Corporate Tax
• State Tax Planning
• Growth Strategies
• Business Strategy
• Wealth Preservation
• Business Analysis