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Ryan Belisle
Independent Certfied Public Accountant Specializing in USA Tax
Professional Background
Ryan Belisle is a seasoned Colorado Certified Public Accountant (CPA) with a specialization in USA Tax, reflecting his extensive knowledge of tax systems across various jurisdictions, making him a sought-after expert in the field. With a rich history of working with clients from diverse countries, Ryan exemplifies versatility and proficiency in navigating complex tax matters. His experience extends to dealing with the Foreign Earned Income Exclusion and the Foreign Tax Credit, allowing him to adeptly assist individuals and corporations in optimizing their tax obligations.
In his previous role as a Project Manager and Software Developer at EMPOWER Retirement, Ryan led a team of five project management employees, showcasing his leadership skills and ability to achieve organizational goals through effective supervision and project oversight. His tenure at EMPOWER Retirement involved managing software releases and user integration for over a hundred employees, demonstrating his aptitude for ensuring seamless operations in a fast-paced environment.
Ryan is exceptionally skilled in Software Development, having created a project management system using InfoPath. This innovative tool is instrumental in tracking project status for thousands of retirement plans each year, underlining his capacity to leverage technology for enhancing operational efficiency. Additionally, he has a wealth of knowledge in crafting “smart” data entry forms that streamline data submission processes for business users and customers, which facilitates better business intelligence and decision-making.
Outside of his primary focus in accounting and taxation, Ryan possesses comprehensive expertise in data management and reporting. He is well-versed in utilizing various technology platforms such as SharePoint, SQL Server, Oracle, MS Access, and MS InfoPath, allowing him to create user-friendly data entry forms and custom management reports. Furthermore, his SQL scripting capabilities empower him to design intricate relational databases, including creating tables, views, relationships, triggers, and stored procedures.
Excel also plays a pivotal role in Ryan's professional toolkit. His advanced skills include management reporting where he employs sophisticated data connections and VLOOKUP functions for data aggregation and manipulation, underscoring his analytical prowess and commitment to delivering insightful business solutions.
Education and Achievements
Ryan Belisle's educational credentials establish a solid foundation for his successful career in finance and taxation. He studied for an MBA in Business at the prestigious University of Denver's Daniels College of Business, where he honed his business acumen and strategic management capabilities. Additionally, he earned a Master's Degree in Economics from Colorado State University, allowing him to develop a keen understanding of economic principles that underpin the world of finance, taxation, and business operations.
Throughout his career, Ryan has been dedicated to continual learning and professional development. As a Certified Public Accountant specializing in USA Tax, he remains current with ever-changing tax regulations and laws, ensuring that he provides clients with the most relevant and effective tax strategies.
His journey has seen him take on roles of increasing responsibility at various renowned organizations. At EMPOWER Retirement, Ryan transitioned through various positions, including Implementation Analyst and Account Manager, before taking on the role of Project Manager. His progression within the company is a testament to his adaptability and commitment to excellence in all aspects of his work.
Prior to his time at EMPOWER Retirement, Ryan served as a Financial Advisor at Merrill Lynch, where he gained invaluable insights into financial planning and investment strategies. Additionally, he began his professional journey as a Participant Services Representative at JP Morgan, where he fostered his client management skills and developed a deep appreciation for client service excellence.
Achievements
Ryan Belisle has not just accumulated a wealth of experience but has also achieved notable milestones in his career. His work on developing a project management system using InfoPath highlights his innovative spirit and commitment to leveraging technology for operational success. This achievement alone has had a significant impact on managing the intricacies of retirement plans, making him an asset in his field.
Throughout his career, Ryan has built a strong reputation for assisting clients with late filings, helping them navigate complexities and regain compliance with tax filing standards. This dedication to client support reflects his strong ethical commitment and understanding of the stress that financial obligations can impose on individuals and organizations.
Ryan’s expertise in software tools enhances his ability to provide tailored solutions, allowing him to respond to diverse client needs efficiently. His advanced knowledge of Excel for management reporting speaks volumes about his capability to derive insights from data, a critical skill in today’s data-driven world, providing clients with strategies that are grounded in sound data analysis.
In closing, Ryan Belisle stands out as a dedicated and passionate professional who combines a strong educational background with a wealth of practical experience. With a focus on USA tax, project management, and software development, Ryan is well-equipped to tackle the challenges of the finance and accounting world while providing exceptional service to his clients.
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Clay is a relationship management platform that serves as a personal CRM, helping you organize and deepen both personal and professional relationships. It functions as a beautiful rolodex and CRM available on iPhone, Mac, Windows, and web, built automatically to help manage your network efficiently. Unlike traditional address books, Clay centralizes all your contacts in one place while enriching them with additional context and features to help you stay thoughtful and connected.
Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
- Comprehensive Contact Management: Automatically collects contact data and enriches profiles to keep them up-to-date
- Network Strength: Visualizes the strength of your relationships relative to others in your network
- Timeline: Shows your relationship history with each contact
- Smart Search: Allows you to search using natural language like "People I know at the NYT" or "Designers I've met in London"
- Reminders and Notes: Helps you remember important details about contacts
- Home Feed: Displays updates about your network including job changes, news mentions, and birthdays
- Groups: Organizes contacts into meaningful categories
- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
Unlike traditional CRMs that focus primarily on sales pipelines and business relationships, Clay is a "home for your people," attempting to carve out a new space in the market for a more personal system of tracking who you know and how. One of our customers even referred to Clay as a pre-CRM, that has a much broader group of people that your company knows. Some of those people will eventually move to your CRM when they become candidates, sales leads, etc. Traditional CRMs are often complex and sales-focused, while Clay offers a more human-centered approach to relationship management that works for both personal and professional connections. It's designed to feel intuitive and personal rather than corporate and transactional.
Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
Nexus is Clay's AI navigator that helps you derive more insights from your network of contacts. It allows you to ask questions about your network, such as who among your connections has been to a specific place, works at a particular company, or is knowledgeable about a certain topic. Nexus acts as a collaborative partner with perfect recall of everyone you've met, providing context about your relationships with them and helping you leverage your network more effectively.
Clay makes it much easier to stay in touch with the people you care about. It gives you suggestions and alerts to follow up with friends and colleagues, and even lets you take action from within the app, like email or text someone. Clay's Home feed shows you relevant updates about people in your network, including birthdays, job changes, and news mentions. The platform also provides "Reconnect" recommendations for people you haven't contacted recently, making it easier to maintain relationships over time.
Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
Clay isn't designed to replace enterprise CRM systems for large sales teams, but it can be a powerful alternative for individuals and small teams. Many people use Clay instead of Salesforce, Hubspot, and Pipedrive. Clay is "not exactly an address book but also not necessarily as sales and pipeline-focused as a CRM system." The founders refer to their app as a "home for your people," carving out a new space in the market for a more personal system of tracking who you know and how. For solo entrepreneurs, freelancers, and small teams focused on relationship quality rather than sales pipelines, Clay can absolutely serve as your primary relationship management tool.
Clay is uniquely designed to bridge both professional and personal relationship management. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay helps you organize your contacts, communications, and commitments in one centralized place. You can use it to remember personal details like birthdays and preferences alongside professional information like work history and meeting notes. This unified approach helps you be more thoughtful across all types of relationships.
Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.