Jen Goldman

Jen Goldman is a seasoned business professional with over 30 years of experience in transforming service businesses.2 She is the founder and Business Transformer at My Virtual COO, a company she established in July 2007.1 As a Certified Financial Planner (CFP®), Jen combines her financial expertise with business transformation skills to help companies improve their operations, productivity, and profitability.1

Professional Background

Jen's career spans various roles in the financial and business sectors:

• Business Transformer and Founder: At My Virtual COO, Jen focuses on transforming service businesses' productivity, people, profitability, and growth.1
• Financial Planning: She completed Boston University's Graduate Program in Financial Planning and became a Certified Financial Planner.1
• COO Experience: Jen served as COO of the Wealth Management Division at PSA Financial Center.1
• Senior Financial Planner: She worked at Wealth Management Advisors, LLC, where she led significant growth in assets under management.1

Achievements and Expertise

Jen's work has resulted in notable outcomes for her clients:

• Delivered expense reductions of $600K while growing gross revenue by $5M.1
• Drove $800K in revenue with no client attrition.1
• Enabled a startup to attract $75M in assets with 45% margins.1

Her expertise includes:

• Business operations transformation
• Process improvements
• Staff development
• Business planning
• Growth projection and planning

Methodology and Approach

Jen has developed several proprietary methods to accelerate business growth and leadership development:

• IDEOS™
• Aspirations and Business Plan Visualization
• Design Thinking
• Productive Collaboration2

Education and Professional Development

• Boston College MBA classes
• Boston University CFP Program
• Northeastern University's Enrolled Agent Program2

Publications and Speaking

Jen has shared her expertise through various channels:

• Published in Inc Magazine and trade publications
• Authored content for "Tech Tools for Today's High-Margin Practice" and "Liberated CEO"
• Taught her methods at national conferences2

Jen Goldman's LinkedIn username is jenniferagoldman, where she maintains a professional profile detailing her extensive experience and accomplishments in business transformation and financial planning.1