Adam Tzagournis, CPA

• Founder of a new AI stealth startup

• I'm a CPA (Certified Public Accountant) and a full-stack software developer

• I built AI financial projections software

• I've worked with companies for over 10 years to help them raise money (and not run out of it)

• I write about business finance, cash runway, modeling, metrics, FP&A, equity ownership, programming, and more.

Founder & CEO

Business finance simplified. FlowCog Canvas is a free tool to help you understand your company's past and future financial health.

Incredence

Founder

Credfino

Co-Founder

Freelance Derivatives Trader

Options Trader

Ira Biopads

Invented Biodegradable Sanitary napkins from Plant cellulose

J.P. Morgan Asset Management India

Financial modelling for Comprehensive Capital Analysis and Review (CCAR) (Stress testing/Regulatory reporting)
Financial forecasting at end of month
Identification & analysis of
a. Clients with low profitability for the firm
b. Bankers with low profitability & high cost for the firm

Senior Business Analyst

Domain - Banking Finance
Creation of Credit and Deposit plan (targets) by product and market
Creating a financial matrix and develop new areas for asset management business
Banking product control: identified causes of revenue discrepancy in the system and worked for month end close
Responsible for structuring and executing senior leadership dashboards, growth matrices & management reports
Responsible for the Asset Liability committee monthly analysis deck among other standard and adhoc financial reports

Business Analyst

Bhramar (Periwinkle Technologies)

Market Study: 
Conducted a study to understand the scope of Bhramar based on demographic and Socio Cultural structure of Pune (as a initial pilot market)
Conducted a study to understand scope of revenue generation

Initiatives:
Created initial presence on social media and got followers through competitions
Partnered with B-Shcools by sponsoring events and competitions to increase reach
Created a compilation of suggestions based on customer feedback

Onboarding:
Initiated a relationship with 6 business to onboard on the app

Business Consultant (live Project)

Znnin Online (ecommerce startup)

-Created Financial projections for bakery arm of the project
-Created a marketing plan and competitor analysis for the same
-Worked on the back-end of the website to update customer interphase

Intern

Accelarator

An analysis of various companies working in the Pharma industry

Research Analyst (Live Project)

Many accountants dream of building a firm they can eventually sell for a great valuation, but the reality often falls short. 

Most firm owners are caught up in the daily grind, managing clients, overseeing staff etc. 

This leaves little time to focus on creating a solid exit strategy and a plan, to maximize their firm’s value. In the blink of an eye, years pass by, and you are at the exit with sup par valuation.

Imagine pouring years of hard work into your firm, only to not being able to reap the benefits. The potential buyers see the lack of streamlined operations, the over-reliance on staff, and the absence of scalable systems etc. which results in firm owners not getting the exit they should have.

Having worked with numerous firm owners, I understand that the stress of managing day-to-day operations while trying to prepare for a sale can be overwhelming and lead to missed opportunities.

I help firm owners in streamlining their marketing & operations, implementing scalable systems, and preparing for a solid exit. This helps in building firms that are not only profitable but also attractive to buyers. 

By working with me, you can ensure a smooth, profitable, and timely sale of your firm, maximizing your hard-earned value and securing a bright future for both you and your clients.

taplio

The Battle

Adam Tzagournis, CPA

Jaitee Wazalwar🐉

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