Hire the Best Asset Management Specialists in California
Whittier, California
I help brands, startups, and creators produce high-impact video content using modern AI tools and professional media workflows. With 10+ years of experience in media operations and content production — including work connected to NBCUniversal, Fandango, and Vudu — I combine studio-level production discipline with modern AI-driven video creation. I specialize in short-form social video and AI-assisted content production, creating engaging videos for: • YouTube Shorts • Instagram Reels • TikTok • product ads and UGC • explainer videos • AI-generated visual storytelling I use tools like Sora, Veo, Runway, MidJourney, ChatGPT, and CapCut to rapidly develop concepts, visuals, and polished video content. My background managing high-volume media pipelines also helps me bring a structured, professional workflow to every project — ensuring fast turnaround, clear communication, and consistent quality. Recent work includes: • AI commercial concepts and product ads • short-form social media content for creators and brands • educational children's content (Sprout Ave) • animated comedy shorts (Toonage Wasteland) Let's talk!
- Asset Management
- Video Editing
- Short Video Ad
- Short Story
- YouTube Shorts
- YouTube Video
- Creative Direction
- Creative Strategy
- Animation
- Brand Development
- Teaching
- Training & Development
- AI Content Creation
- Explainer Video
- Project Management
Elk Grove, California
QUALIFICATIONS * Accounting Professional with experience supporting small businesses, startups, and tech companies. * Senior Accountant skilled in month-end close, journal entries, reconciliations and variance analysis. * Experienced in budgeting, forecasting, and financial reporting. * Full-cycle Accounts Payable and Accounts Receivable management. * Hands-on experience with biweekly payroll processing and new state tax set ups. * Background in HR support, including recruiting, onboarding and employee file management. * Proficient with QuickBooks, Xero, NetSuite, Bill.com, Gusto, Expensify, Microsoft Office, Asana, Slack, Teams. * Skilled in fixed asset management, prepaids, and accruals. * Detail-oriented, deadline-driven, and passionate about helping businesses stay financially organized. * Dedicated to providing reliable, remote accounting services with confidentiality and professionalism.
- Accounting
- Accounting Basics
- Bookkeeping
- HR & Business Services
- Recruiting
- Bill.com Accounts Payable
- Bill.com Accounts Receivable
- Accounts Receivable Management
- Accounts Payable Management
- Payroll Accounting
- Month-End Close Assistance
- Account Reconciliation
- Xero
- QuickBooks Online
- Oracle NetSuite
Fresno, California
Tired of your accountant and financial advisor not being on the same page? For individuals and business owners, the left hand (your taxes) often doesn't know what the right hand (your investments) is doing. This disconnect can cost you money and slow your progress. I solve this by offering integrated financial leadership. As a CPA and a Personal Financial Specialist, I run two specialized firms that work in concert to manage your entire financial world. My Two-Firm Approach: 1. For Your Business & Tax Life I handle the core financial health of your entities, ensuring compliance and uncovering strategic opportunities. - Tax & Accounting: Full-service tax compliance and consulting for individuals, businesses, LLCs, corporations, and nonprofits. - Audit & Review Services: For nonprofits, debt covenant compliance, and investor relations. - Strategic Consulting: Deep expertise in real estate (1031 Exchanges, Bonus Depreciation, Cost Segregation) and industries like healthcare, retail, and food & beverage. 2. For Your Personal Wealth & Goals I act as your personal financial guide, turning your assets into a structured plan for your future. - Asset Management: Discretionary portfolio management for all account types (retirement, trust, business), focused on strategic rebalancing. - Comprehensive Financial Planning: We look at your entire picture like cash flow, goals, retirement, estate to build a actionable plan for your short-term and long-term ambitions. The Bottom Line: You get a unified strategy. The tax savings I identify in my CPA firm directly inform the investment strategy I implement in my Financial firm. It’s a cohesive, powerful approach to growing and protecting your wealth. READY TO BUILD A COHESIVE FINANCIAL FUTURE? You don’t have to navigate your taxes and your investments on separate paths. Let’s connect them for a clearer, more powerful financial strategy. Book your FREE 30-minute discovery call today. We’ll discuss your biggest financial questions, identify immediate opportunities, and explore how an integrated approach can help you reach your goals faster. No obligation, no cost. Just a straightforward conversation about your financial future. I only take on a limited number of new clients each quarter to ensure everyone receives the dedicated attention they deserve. Spots for these complimentary sessions are limited. Ready to make your finances work together? Let's connect. — Rodney CPA for Small Business | Tax Preparation Services | Tax Planning Consultant | Small Business Accounting | Bookkeeping Services | IRS Tax Audit Help | Nonprofit Tax Specialist | Real Estate CPA | 1031 Exchange Specialist | Cost Segregation Studies | Bonus Depreciation | Entity Selection Consulting | Business Tax Filing | Personal Tax Return Preparation | Trust and Estate Tax | Tax Compliance | Quarterly Estimated Taxes | Tax Strategy | Sales Tax Compliance | Payroll Tax Services | Financial Statement Review | Audit Services for Nonprofits | Debt Covenant Compliance | Business Valuation Services | QuickBooks Setup & Support | Financial Planner | Investment Advisor | Retirement Planning | Portfolio Management | Financial Planning for Families | Trust and Estate Planning | Discretionary Portfolio Management | Wealth Management | Financial Planning for Business Owners | Education Planning | Investment Strategy | Portfolio Rebalancing | Retirement Income Planning | Estate Planning Strategies | Financial Goal Planning | Comprehensive Financial Planning | Life Planning | Risk Management | Insurance Analysis | College Savings Plans | 401(k) Rollover Advice | IRA Management | Trust Fund Management | Charitable Giving Strategies | Legacy Planning | Integrated Financial Planning | Tax-Focused Investing | Holistic Financial Advice | Business and Personal Finance | Financial Advisor CPA | Coordinated Financial Strategy | Real Estate Investor Advisor | Healthcare Professional Financial Planning | Restaurant Owner Financial Services | Consultant Financial Management | Family Office Services | Wealth Preservation Strategies | Tax-Efficient Investing | Philanthropic Planning | Exit Planning for Business Owners | Succession Planning | Financial Life Planning | Cash Flow Management | Net Worth Planning | Financial Roadmap
- Bookkeeping
- Managerial Finance
- Tax Strategy
- Financial Reporting
- Financial Management
- Entity Framework
- Investment Strategy
- Tax Planning & Advisory
- Investment Portfolio Review
- Corporate Tax
- Financial Planning
- Estate Planning
- Accounting
- Financial Audit
Fresno, California
Modern SEO is no longer just about keywords, it’s about Semantic Search and LLM (Large Language Model) visibility. We need our website copy to be authoritative, conversion driven and structured so that AI search engines (ChatGPT, Gemini, Perplexity, Claude) and Google’s Search Generative Experience (SGE) can easily parse, categorize and recommend our brand. My methodology integrates LLM SEO, AI Search Optimization and Generative Engine Optimization (GEO) with established SEO best practices, ensuring content is highly crawlable, semantically structured and citation-ready for large language models. #What I Do 🔍 LLM SEO / GEO: Retrieval-ready content, strong trust signals, and structured FAQs built for AI answers. 🔍 Technical SEO: Crawlability, indexation, site architecture, Core Web Vitals, and schema implementation. 🔍 On-Page & Content SEO: Intent mapping, internal linking, E-E-A-T optimization, and natural AI-assisted content. 🔍 Off-Page & Backlinking: Authority building with clean, risk-aware link strategies. 🔍 Local SEO: GMB optimization, local landing pages, and proximity-based relevance. 🔍 SEO Audits: End-to-end diagnostics across content, technical SEO, and Google Search Console. 🔍 LLM Prompt → Page Mapping: Prompt engineering to uncover gaps and guide content creation. 🔍 Social Media Marketing: Repurposing SEO content into high-engagement social posts. What Sets Me Apart AI-first visibility: Built for AI Overviews and LLM retrieval without compromising classic rankings. Search intent mastery: Pages structured for humans, models, and algorithms alike. Measurable outcomes: Higher impressions, stronger inclusion in AI answers, and improved organic conversions. Risk-aware execution: Clean technical foundations, compliant backlinking, and sustainable growth. 1. Initial SEO Audit & Baseline Comprehensive technical SEO audit covering full site crawl, indexing, crawlability, crawl errors, redirects, canonical tags, XML sitemap, robots.txt, and structured data review. Core Web Vitals, page speed, mobile usability, and overall site architecture analysis to improve performance and user experience. Identification of duplicate content, thin pages, broken links, and other site health issues impacting search visibility. On-page SEO audit including keyword optimization, metadata, heading structure, internal linking, and content gap analysis. Off-page SEO and backlink audit to assess backlink quality, toxic links, domain authority, and link-building opportunities. Evaluate visibility in Google AI Overviews, ChatGPT, and Perplexity Structured data enhancements to improve AI citation and discoverability Recommendations to increase authoritative mentions and references 404 errors and broken internal links check Redirect chains and loops check Missing or duplicate metadata check Orphaned pages check Thin or outdated content check Structured data errors check Indexing conflicts check Cannibalization between pages check Crawl budget inefficiencies check Missing buying guides and comparison pages check Blog opportunities targeting commercial keywords check FAQ (Frequently Asked Questions) check 2. SEO Strategy & Roadmap Prioritize keywords by Search volume, Ranking difficulty, Commercial intent, Revenue potential Keyword research mapped to search intent and business goals Content and optimization roadmap Backlink acquisition strategy (ethical, white-hat only) AI-assisted content workflow Defined KPIs and success metrics 3. On-Page SEO Deliverables Optimized page titles, meta descriptions, headers, internal links etc Content optimization for existing pages SEO briefs for new content creation EEAT-aligned content improvements Implementation guidance or direct execution 4. Technical SEO Deliverables Page speed and Core Web Vitals improvement recommendations Indexing, sitemap and robots.txt optimization Schema markup recommendations and implementation Mobile usability and accessibility checks Ongoing technical issue tracking and resolution documentation 5. Content & AI-Driven SEO Deliverables AI-assisted content drafts (blogs, landing pages, service pages) Human-edited, publication-ready SEO content in clear, fluent English Content refresh and optimization of under performing pages Prompt frameworks for repeatable AI content generation (if applicable) 6. Off-Page SEO & Backlink Deliverables Monthly backlink acquisition plan Outreach tracking and backlink reports Authority-building recommendations Toxic link identification and mitigation guidance Tools & Process SEMrush, Ahrefs, SurgeGraph, Google Search Console, Frase, WordPress Ready to Win in AI and Search? Share your visibility goals, and I’ll create a quick action plan with audit insights, priority fixes, and a 30-60-90 day roadmap tailored to your site. Let’s Move to AI SEO - From Traditional to Intelligent Optimization. Thanks
- SEO Strategy
- SEO Backlinking
- SEO Keyword Research
- SEO Competitor Analysis
- Local SEO
- On-Page SEO
- Shopify SEO
- Off-Page SEO
- Technical SEO
- Off-Page SEO Report
- Link Building
- Google Search Console
- Ecommerce SEO
- AI Content Writing
- Google Analytics 4
- Search Engine Optimization
- Google My Business Optimization
- SEO Content
- SEO Audit
- Organic Traffic Growth
San Mateo, California
I've worked across residential and commercial real estate—from analyzing deals in high school to gaining hands-on experience in property management, asset management, and acquisitions. I specialize in financial modeling and detailed valuations using both the income and sales comparable approach. I also assist with mystery shopping projects, evaluating customer experience, store presentation, and compliance. Core Skills: - Real Estate Financial Modeling - Valuations (Income & Market Approach) - Property & Asset Management - Acquisitions & Due Diligence - Clear, Client-Friendly Communication - Mystery Shopping & Retail Evaluations
- Financial Modeling
- Real Estate
- Content Creation
- Content Writing
Anaheim, California
I provide full-cycle accounting, controller services, consulting, and app integrations. Beyond accurate bookkeeping and reporting, I bring an operational mindset — I understand not just the numbers, but how businesses function and grow. With 20 years of accounting experience, I have held senior leadership roles including Controller and Accounting Manager, primarily within the retail and manufacturing sectors. My background spans startups, small businesses, multinational corporations, and Fortune 100 companies, enabling me to deliver well-rounded, scalable financial solutions. I uphold the highest standards of ethics and confidentiality and have extensive experience with QuickBooks (all versions), Xero, FreshBooks, NetSuite, and more. My expertise includes AR/AP, payroll processing, full-cycle controllership, budgeting and variance analysis, short- and long-term strategic planning, financial analysis, cash flow management, tax preparation and review, fixed asset management, depreciation schedules, financial reporting, month-end close, invoicing, collections, and more. I also bring strong technical and systems skills. I specialize in: * Cash and Accrual Accounting (US GAAP and IFRS) * Monthly Reports (P&L, Balance Sheet and Cashflow) * Bank & Credit Card reconciliations * Invoicing and payment processing * Payroll * Data entry * Ad-hoc finance and admin support Software Expertise: * QuickBooks (Online & Desktop) * Xero * Netsuite * Zoho * Sage * SAP * Oracle * Buildium * AppFolio * Salesforce Whether you need ongoing bookkeeping support or assistance with a one-time project, I provide accurate, timely, and dependable services to help your business stay financially healthy. Let’s work together to make your numbers work for you!
- Bookkeeping
- SAP
- Accounts Payable
- Microsoft Excel
- Sage
- Accounting Software
- Bank Reconciliation
- Accounts Receivable
- Account Reconciliation
- QuickBooks Online
- Xero
- Microsoft Office
- Google Docs
- ERP Software
- Google Sheets
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