Cindy Locker

Cindy Locker

Accountant

Followers of Cindy Locker1000 followers
location of Cindy LockerColumbus, Ohio, United States

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  • Timeline

  • About me

    Empowering Financial Confidence Through Life's Transitions

  • Education

    • Smith College

      1988 - 1992
      B.A. Economics
    • Smith College

      -
      Bachelor's degree Economics
    • Learning @ Morning Brew

      2021 - 2021
      Business 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 - 1995
      MAT Mathematics
    • Babson College

      2018 - 2018
      Entrepreneurship/Entrepreneurial Studies

      Price-Babson Symposium for Entrepreneurship Educators

  • Experience

    • PwC

      Jun 1992 - Dec 1993
      Accountant

      I worked in the Boston office.

    • Columbus State Community College

      Aug 2000 - Aug 2005
      Adjunct Faculty

      As 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 - now
      Co-Owner

      Locker 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 2010
      Head of the Mathematics Department

      Spearheaded 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 2012
      Director of Training

      Designed 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 2022
      Partner

      Creating Training to Maximize your Business Potential

    • The Wellington School

      Feb 2014 - Jun 2022
      Entrepreneurship and Mathematics Teacher
    • Locker Finance Consulting

      Oct 2022 - now
      Owner

      We 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 - now
      Co-Owner

      Life 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.org
      Aug 2023
    • Profit First Professional

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

      Learning @ Morning Brew
      Oct 2022
      View certificate certificate
    • Morning Brew Accelerator

      Learning @ Morning Brew
      Nov 2021
      View certificate certificate
    • Bookkeeper Launch Certificate of Completion

      Bookkeepers.com LLC
      Oct 2022
      View certificate certificate
    • Certified CFO

      The CFO Project
      Jan 2025