Step Accounting Limited

Delivering accountancy and taxation services for UK businesses and their owners specialising in entities striving to make their quality customers happy.

Our main services include Statutory Accounts, Corporation Tax, Bookkeeping, VAT, Payroll, Company Formation, Company Secretarial, Business Advisory Services and Business Networking.

Senior Accountant and Founder

Jonathan Cohen Chartered Accountants

Chartered Accountant

Green & Peter

Consultant

Green & Peter (UK) Limited

Accountant

DIVERSET LIMITED

Hays Accountancy & Finance

Semi-Senior Accountant (Temp)

Hazlems Fenton LLP

Semi-Senior Accountant

Trainee Accountant

JABE

Marketing Executive

Successful business owners and entrepreneurs are striving to market and sell their products and services within a competitive and challenging world, and don't have the time or resources to heavily engage in the financials.

The Accountancy profession isn't a world to which many non-accountants can relate.  Record keeping, debits and credits, taxation rules, imports and exports, financial reporting... we've studied it for years and keep abreast of changes in legislation as part of our continued professional development.

Experienced as an ACA-qualified Accounting professional, I bring my enthusiastic and charismatic charm to presenting the relevant information to clients - current and prospective - in an engaging and down-to-earth way.

Personable by nature, I am a lover of musical theatre, crime stories and spending time with my family - I bring a new definition to being a creative accountant.  I am an accountant who enjoys creating and being there for my creative clients.  We work together to solve problems, discuss reporting options and tax saving opportunities.

Please follow #thesingingaccountant and check out #MusicalMondays
Feel free to connect and/or have a chat with me.

Jonathan Cohen 🎤

Sabbatical

Working on my doctoral dissertation and spending more time with my wife and kids

Sabbatical break to work on my doctoral dissertation

ShareBuilder 401k

•	Led Sales, Marketing, Customer Service, Product, Finance, HR, Accounting, IT Infrastructure, & Facilities

•	Crafted a $200M acquisition of a competitor that has generated more than $25 million in profit

•	Drove M&A event from Capital One with an on-time closing, final price 50% under budget, & $3M in year 1 profit

•	Achieved more than 4X EBITDA/Net Income goal for fiscal 2020, 2021, 2022 & 2023

•	Grew assets at a compounded annual growth rate (CAGR) of more than 35%

•	Piloted sales increases of more than 20% annually

•	Created a customer success organization that saw FinTech SaaS renewals at a 99% rate

•	Constructed handbooks, manuals, & plan documents in house saving over $2 million at startup

•	Vetted & contracted all vendors (Insurance, HRIS, Payroll, VPN, Security, Salesforce, Five9, Jira, Meraki, etc.)

•	Oversaw modernization of all technological systems savings of more than $3 million annually while leading to greater efficiency, risk mitigation, & business continuity

•	Distilled brand partnership efforts to concentrate on affinity, ISV, strategic, and influencer efforts to dive a 12% increase in partner leads and 12 new national partner agreements

Chief Operating Officer (COO)

Capital One

•	Collaborated with 8 Director teams across 6 sites to create the rhythm of the business (ROB), resulting in improved execution alignment for 850+ associate stakeholders including Sales, Presales, Sales Operations, Partners, Marketing, Services, & Customer Success, 52% Y/Y pipeline growth, & an 11% reduction in account whitespace within 9 months

•	Directed cross-functional teams, bringing together small & mid-size (SMB) business customer data, expanding whitespace customer interaction opportunities by 30%, & driving an increase in SMB product penetration by 23%

•	Public relations media spokesperson for radio, TV, & events (SXSW, GROWCO, Dreamforce, etc.)

•	Grew revenue by 32% compounded annual growth rates (CAGR) over 8 consecutive years

•	Increased assets under management (AUM) by 35% CAGR over 8 consecutive years

•	Boosted customer acquisition by 18% CAGR over 8 consecutive years

Vice President, Business Strategy, Acquisition & Retention

•	Saved over $100M in annual spending by moving Capital One from 26 instances of Salesforce to 2 (Business & Consumer) while also increasing whitespace business customer opportunities by 47%

•	Mentored startup founders on business fundamentals, financial discipline, & the FinTech landscape as an advisor in Capital One Lab’s startup accelerator. Three advised companies generated $300 million in profit for COF

•	Delivered on aggressive sales growth of $500M & $750M Y/Y

Senior Director, Business Development & Retention

•	Led a cross-functional cohort to craft Capital One's first diversity, inclusion, & belonging mission (later DE&I)

•	Expanded external sales team to 6 regions capturing $1.5B in mid-market and enterprise accounts over 3 years resulting in $10M in new recurring annual revenue

•	Initiated business banking referral program including crafting all messaging, training, & program details to increase customer whitespace opportunities by 78%

Director, Sales & Customer Services

•	Pushed external sales team to 3 regions & captured $180M in new SMB & enterprise sales in the first 12 months
 
•	Began managing call center customer service teams, quickly solving customer issues & driving an increase in Net Promoter Score (NPS) from +11 to +42 over 12 months

•	Created a Fee Fighters superhero campaign (piggybacking on the superhero movie craze) where employers & employees could receive social badges by uploading newly legislated fee disclosure documents increasing upmarket leads by 29

Senior Manager, Sales & Customer Service

•	Initiated & led a multi-year partnership with Costco resulting in a 57% annual increase in sales

•	Established external sales role to push "upmarket” resulting in the company's first $1M, $2M, $5M, & $10M sales

•	Segmented sales roles by customer type & associate experience creating 5 sales roles & 8 customer archetypes resulting in sales gains of 13% Y/Y & increased revenue of 26%

•	Led partnership acquisition strategy (affiliate, affinity, cross-marketing, distribution, influencer, ISV, strategic, referral, & white label) resulting in 47 agreements in the first 12 months and a 27% increase in qualified leads

•	Launched a reseller program, collaborating with external firms as authorized resellers to increase product reach resulting in a sales boost of 19%

Senior Manager, Sales & Marketing

•	Refined sales process & technique to increase sales by 234% in 12 months

•	Crafted dynamic customer journeys resulting in a 94% conversion increase & a 56% gain in sales Y/Y

•	Reformed product marketing messaging & voice driving a 187% increase in leads, 119% increase in opportunity creation, & a 62% increase in sales Y/Y

Manager, Sales & Marketing

AutoNation

•	Built, optimized, & refined sales processes & engagement framework for internet sales departments across multiple regions & then nationwide, reducing engagement time from days to minutes, resulting in sales increases of 387%

•	Designed & deployed Microsoft Dynamics, Customer Relationship Management (CRM), increasing revenue by 7% & earnings by 15%

•	Led product team that evaluated paper processes for digitization, eliminated $30M in annual spending, & increased on-time financial EOM close by 26%

•	Developed positioning, messaging, & campaign materials to propel AutoNation's $21 billion revenue, including messaging, pitch decks, creative, & datasheets.

Director, Sales Process & Operations

Younger Kitchens

Founder/Owner

People Leader | COO | CRO | CEO | Creating Efficiency | Accelerating Growth & Revenue | Satisfying Customers | Change Management | GTM Strategy | Fintech | Capital One | ING | AutoNation | Founder

An inclusive hands-on executive focused on finding talented people, optimizing processes, and disrupting markets with winning strategies. This is an approach that has equaled 20 years of explosive sales growth, brand-loving customers, and huge increases in revenue and earnings. Always examining challenges with a creative entrepreneurial approach while also applying business fundamentals through a rigorous financial lens. Utilizing Organizational Change and Leadership expertise acquired through doctoral studies at the University of Southern California to achieve impactful and lasting change!

Known for:

✓ Ability to Get Things Done
    • Always Meeting Deadlines & Quota
    • Providing Targeted Problem-Solving
    • Influencing Cross-Functionally Throughout Organizations

✓ Leading Initiatives that Spark Significant Gains in: 
    • Efficiency
    • Productivity
    • Operational Effectiveness

✓ Leveraging Interpersonal Acumen & Superior Communications Skills to Establish Relationships of Trust that Drive Growth & Exceed Objectives

✓ Bringing Extensive Enterprise SaaS sales, Go-To-Market, Product Marketing, Business Development, Customer Success, Finance, Accounting, & Partnering Expertise to Ignite Transformational Growth

✓ Being an Intellectually Curious Problem-Solver who is Successful in Identifying & Overcoming Business Obstacles

✓ Creating Diverse & Inclusive Cross-Functional Cultures that Empower and Instill a Shared Vision – Aligned with Aggressive Business Objectives & Goals

✓ Managing by the Numbers by Directing the Creation of Ambitions, Concrete, & Aligned OKRs/KPIs to Create Action-Oriented Achievement

✓ Being an Excited Father, Dedicated Husband, Early Adopting Technology Enthusiast, Sports Junkie, Whiskey Connoisseur, Indulgent Epicurean, & Flawed, but Ever-Evolving Man

Specialties: Revenue Growth | Strategy | Profit Optimization | Go-To-Market Leadership | Technology Solution Innovation | Account Management | Growth Strategy | Major Project Management | Sales and Marketing | B2B | B2C | Multichannel | Executive Vision | Organizational Development | Business Turnaround | Customer Acquisition | Customer Retention | Operations | Operational Excellence | P&L | Strategic Planning | Tactical Execution | Digital Transformation | Global Go-to-Market Planning | GTM Leadership | Continuous Improvement | Customer Success Management | Process Engineering | Digital Channels | Brand Strategy | Team Building | Analytics | Business Development | Client Relations

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The Battle

Jonathan Cohen 🎤

Robert Younger

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