
Cindy Locker
Accountant

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About me
Empowering Financial Confidence Through Life's Transitions
Education

Smith College
1988 - 1992B.A. Economics
Smith College
-Bachelor's degree Economics
Learning @ Morning Brew
2021 - 2021Business Administration and Management, General- Interactive, modern-day case studies that develop your decision-making capabilities- Applicable skills and frameworks that will help you build & grow businesses- Intimate peer groups to collectively work through your biggest professional challenges- Engaging events that apply lessons learned & build your network with experts

Simmons University
1994 - 1995MAT Mathematics
Babson College
2018 - 2018Entrepreneurship/Entrepreneurial StudiesPrice-Babson Symposium for Entrepreneurship Educators
Experience

PwC
Jun 1992 - Dec 1993AccountantI worked in the Boston office.

Columbus State Community College
Aug 2000 - Aug 2005Adjunct FacultyAs an Adjunct Mathematics Professor at Columbus State Community College, I was responsible for creating lessons to help students meet the course requirements for College Algebra, Precalculus and Business Calculus courses. I developed lessons that allowed students to understand the content and discover connections to already learned concepts. These interactive lessons showed an increase in retained knowledge by all of my students.

Locker Soccer Academy
Aug 2004 - nowCo-OwnerLocker Soccer Academy is a Child Development company using soccer as a way to engage children in their physical and social development. Primarily focused on pre-school age children, Steve Locker incorporated the input of several Child Development professors to assemble a curriculum that is unequalled in the youth sports industry. In addition to working with children ages 2 - 6, Locker Soccer also offers skill development for children through the age of 14.I handle the strategic planning, audit, curriculum development, social media and the licensing/franchise program. Show less

The Wellington School
Jan 2006 - Jan 2010Head of the Mathematics DepartmentSpearheaded curriculum, planning, budget, and faculty development for mathematics department. Coordinated math curriculum for entire school to ensure seemless learning. Mentored new teachers.

JanovaAI
Jun 2010 - Mar 2012Director of TrainingDesigned and executed scalable, innovative learning program for an award winning SaaS (cloud) company. Charged with developing and conducting New Hire and Advanced Training programs for the professional growth of software consultants as well as conducting training for new clients.

Treno Solutions Group
Mar 2012 - Oct 2022PartnerCreating Training to Maximize your Business Potential

The Wellington School
Feb 2014 - Jun 2022Entrepreneurship and Mathematics Teacher
Locker Finance Consulting
Oct 2022 - nowOwnerWe serve entrepreneurs and small businesses by ensuring their books are accurate - no shortcuts, no hassle. We give our clients peace of mind that it’s done and done right. We are a partner, coach, and sounding board, and help our clients understand and use their numbers to make decisions for growing their dream businesses.Our ServicesSetup & Cleanup: When it comes to beautifully balanced books, this is a necessary step. We’ll evaluate where you’re at with your books. If needed, we’ll set you up on a bookkeeping platform. Each set of books receives a “deep clean” starting with the current tax year. When we’re finished cleaning up, your books will be up-to-date and accurate. Monthly Bookkeeping: Now it’s time to maintain your books. Our team of experts guarantees your bookkeeping will be correct and complete. All of our clients receive done-for-you books, full reviews & reconciliations, financial reports, and EOY tax packets. We offer add-on services: invoicing, bill pay, project tracking, and sales tax filing.Financial Strategy & Consulting: Want more support than just getting it done? You can get time with me to learn and strategize around your business, including goals and profit planning.Have you had a bookkeeper or an accounting firm that never got back to you? Do you suspect your QuickBooks is a giant mess? Have you looked at your Balance Sheet and wondered why the numbers didn’t make sense? Have you had to write a big check to the IRS because you didn’t have your financials together, preventing you from tax planning? Do you avoid your books because you don’t enjoy doing them (or know-how)? Do you struggle to make a purchase decision because you’re unsure if your business can afford it?We’ve seen it all, and we can fix it. You started your business because you’re exceptional at what you do - not accounting. And that’s ok! That’s why we’re here. Show less

Next Chapter Finances
Apr 2023 - nowCo-OwnerLife is a journey marked by unexpected twists and turns, each with the potential to reshape our financial landscape. As a seasoned financial coach at Next Chapter Finances, I am dedicated to helping you navigate these pivotal moments with confidence and grace.Whether you're embarking on a new chapter through marriage, grappling with the complexities of a divorce, adjusting to the loss of a loved one, planning your retirement, embracing a well-earned promotion, managing an inheritance, or facing unforeseen medical challenges, I understand the unique financial concerns that accompany these milestones.My approach is centered on personalized and compassionate financial coaching, carefully tailored to your individual needs and aspirations. Together, we will create a roadmap to secure your financial future, ensuring that you emerge from these transitions not just unscathed but stronger and better prepared for what lies ahead. Show less
Licenses & Certifications

Certified Personal Finance Counselor
Fincert.orgAug 2023- View certificate

Profit First Professional
Profit First Professionals- It's your business. Shouldn't your profit come first?Sept 2024 - View certificate

Business Analytics Accelerator
Learning @ Morning BrewOct 2022 - View certificate

Morning Brew Accelerator
Learning @ Morning BrewNov 2021 - View certificate

Bookkeeper Launch Certificate of Completion
Bookkeepers.com LLCOct 2022 
Certified CFO
The CFO ProjectJan 2025
Languages
- frFrench
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