Nestor Vargas, CFP®🟢

Financial Advisor

MyGymProfits

We help gym owners make their gyms profitable.

Founder

AlignPoint Wealth

AlignPoint Wealth is a personal financial planning firm focused on helping business owners unlock and protect the value of their lifelong work- their business.

Certified Financial Planner

Fidelity Investments

Regions Bank

Finance Specialist

Protect and maximize your business value | I will show you how | Financial Planner for established entrepreneurs.

There are 3 things I see small business owners struggling with the most:

Lack of systems
Lack of cash flow
Lack of a financial plan

For over 14 years, I’ve been guiding business owners and their families to create long-term financial security.

Watching my Mom go through pain and heartache is why I chose this path.

Her commercial cleaning business did not sell. 

• She worked her tail off forever 
• She never took a real vacation for 10 years 
• Her business was profitable but wasn’t transferable

She never built for an exit or retirement.

But she’s not alone.

The recurring themes I’ve seen during my 14 years of experience:

• Most business owners aren’t prepared to sell
• Most business owners aren’t prepared to retire

And 80% of businesses won’t sell.

Plus, 99% of financial advisors give advice that helps people work 9-5.

Not business owners. A travesty.

This is where I enter the game and become your Financial Quarterback.

Someone who is a business owner and financial advisor.

I want to help you avoid the pain, heartache, and sleepless nights business owners like my Mom have suffered through.

So if you’re an established business owner who wants to:

1 - Unlock the value of your business and life’s work
2 - Get serious about selling your business
3 - Set your business up to retire early

Click the link in my featured section to see if we can build a financial game plan for you

Green Mountain Panning is a personal financial planning firm focused on helping high-achieving corporate employees organize their money lives so they can start their entrepreneurial journeys.

Our founder successfully left corporate work 6 years ago so he understands all that is at risk.

Nestor Vargas, CFP®, CEPA

Baseline Practice Support SMC-PVT Ltd (Base Practice Support Ltd)

During my tenure as an accountant at a UK-based practice firm, I effectively managed a diverse portfolio of industries, such as SAAS, Food, Retail, E-commerce, and Equity Management, among others. My main responsibilities included:

➡️ Reconciling accounts by posting accruals & deferrals.
➡️ Ensuring tax compliance by preparing & submitting VAT returns to HMRC.
➡️ Recording stock movements via journals to maintain precise inventory management.
➡️ Preparation of Financial Statements while providing key insights for decision making.
➡️ Reconciliation of multiple banks & credit cards to maintain accurate financial records.
➡️ Maintaining Fixed Assets Register to calculate depreciation & reflect accurate reporting.
➡️ Managing accounts receivable and payable to optimise cash flows, and ensure timely payments to suppliers.

Accountant

NCRI Solutions

In my role as a Finance Officer, I had the opportunity to oversee the Canadian portfolio. My primary responsibility was to manage accounts receivable, with the use of in-house CRM software. My main tasks included:

➡️ Managing EMTs and EFTs on a daily basis.
➡️ Processing invoices in CRM to update accounts.
➡️ Daily bank reconciliations and keeping Balance Sheet updated.
➡️ Completing any ad-hoc tasks assigned by the Finance Manager.
➡️ Resolving queries raised by the team to maintain customer accounts.

Finance Officer

ASHAR BROOKS LTD

I began my career as a Junior Accountant at a UK-based firm. During my time there, I collaborated with a small team and handled books for a variety of businesses including rental properties, SAAS industries, food, and e-commerce. Here were some of my main responsibilities:

➡️ Invoice processing to maintain accurate and organized records.
➡️ Assisted Finance Controller in reporting of financial statements.
➡️ Administered accounts payable and receivable by managing payment runs.
➡️ Updated General Ledgers via month-end journals to record Accruals and Deferrals.

Junior Accountant

Your Go-To Accounting and Bookkeeping Expert 🌟
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📚 Are you struggling with your financial decisions based on your messy books?
📅 Are you seeking help to reconcile your books before audit/tax season?
💰 Are you looking for an expert to help manage your rolling budget?
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As a seasoned accountant with almost 3 years of experience, I've assisted my clients with a wide range of accounting, bookkeeping, and financial solutions. My solutions include simplifying your complex finances, providing clear and insightful reports, and boosting your confidence in financial decision-making. 

📁 Portfolio:

From SaaS to digital marketing, food to retail, and covering more niches, I've managed books and provided financial guidance for a diverse range of businesses. My commitment to accuracy and compliance ensures that your financial records are in capable hands. 

🌍 Target Niche:

While my portfolio mainly includes SMEs in the UK, USA, and Canada, I'm also equipped to support businesses worldwide. Whether you're based in Europe, America or elsewhere, you can trust me to deliver reliable accounting solutions tailored to your specific needs. 

💼 Accounting and Bookkeeping Solutions :

I offer customised accounting and bookkeeping solutions to 5 figure businesses, ensuring accurate financial records and compliance with local regulations, including but not limited to:

• Invoice processing.
• Accounts receivable and payable management.
• Reconciling multiple Bank accounts and Credit cards.
• Maintaining Fixed Asset Register.
• Posting Accruals, Deferrals and other adjusting journals to update your books.
• Update payroll ledger.
• Reporting and analysis of your financial statements.
• Reporting Budgeting, Cash flows and other financials to provide you with better insight into your business.

💻 Software and Tools

I'm also highly proficient with the latest tools and software to streamline processes and enhance accuracy. Being a Certified Xero Advisor, I also have hands-on experience with leading software, including:

• QuickBooks Online
• SAGE (50)
• DEXT
• ZOHO Books
• MS SUITE
• Google Suite
• IRIS
• CCH

Whether you're looking to streamline processes, enhance profitability, or achieve regulatory compliance, I offer personalized solutions that deliver tangible results. 

With my proactive approach and attention to detail, you can rest assured that your financial affairs are in capable hands. 

Let's connect and discuss how i can contribute to your success!

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The Battle

Nestor Vargas, CFP®, CEPA

Muzammil Faheem

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