About

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Jen Goldman, Business Transformer, our Founder

Jen brings 30 years of experience transforming over 1,000+ service businesses to thrive. Her mission is to increase the health of businesses so they can provide knowledge and choices to  more employees and consumers.

Jen accelerates the rise of leaders to C-Suite roles, cohesive and effective operations among teams, and more frictionless customer experience through self-created methods: IDEOS™, Aspirations and Business Plan Visualization, Design Thinking, and Productive Collaboration. She utilizes these methods,  acceleration tools, network, intuition, and empathy to boost People, Productivity, Profitability, and Growth to businesses  seeking improvements.

Jen has taught her methods at national conferences and been published in Inc Magazine, Tech Tools for Today’s High-Margin Practice, Liberated CEO, and trade publications. 

Jen’s transformation work started in her teens at a John Deere Servicing Company, M&T Bank’s Quality Control Division, and SUNY Geneseo’s Campus Auxiliary Services. She expanded her skills in business finance through Boston College MBA classes, Boston University CFP Program, and Northeastern University’s Enrolled Agent Program. She topped off her W2 work scaling up US’s largest multi family office in the 90’s, a 45 person Tax Firm, and 125 Insurance Firm before starting MyVirtualCOO™ in 2007.

Jen’s humanitarian path includes Good Citizen and Humanitarian Awards in pre-college years, Brighton YMCA Development Advisory Committee Member, Five-Year Brighton Soup Pantry Volunteer, North Andover Town Finance Committee Member, MA League of Women Voters Board Member, Community Garden Volunteer, Founder of 2,000+ member group advocating for funding Public School Improvements, and active giver to Feed America and Under the Bridge Homeless.

 Jen’s personal path is her two teenagers, a very understanding husband and pup Sparky, reading HBR Stoics Sinek Brown Grant Osloff, watching psychological thriller movies, vegetable gardening, and a light workout to maintain mind and body resilience.

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Our Team

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Susan Poirier

Executive Assistant

Susan provides executive-level support, marketing strategy, calendar management, and manages business operation improvements while reminding us the importance of healthy work life integration. She is founder of Ace Concierge LLC.

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Rebekah Rosenberg

Bookkeeper

Beckie keeps our books in great order and provides strategic improvements to our finance processes. Beckie is Founder of Balanced Office Solutions.

 

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Mark Mayer

CFO/Accountant

Mark liberates us from preparing and submitting tax forms, and providing financial and tax strategy. Mark is Managing Partner at Kittell, Branagan & Sargent.

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Sparky

Team Support

Sparky enforces the work life balance and can be found overseeing life in the office, making sure we take breaks, and practicing downward dog. Look for special Sparky appearances on Zoom and in other company collateral.

Impact, not work, gives people purpose.

- Jen Goldman, CFP®

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