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ABOUT ME

Seasoned Professional

Hello and welcome to Citrine Management Associates, Inc., your trusted source for expert business training and coaching. For now, I am a 1 person team...this team consists of a highly educated and experienced professional.  With nearly 30 years of experience ranging from Accounting Clerk to Financial Analyst to Controller, to Finance Director, to Finance Project Manager, to Consultant, to Retirement Planner and business owner.  As a business owner, I've created a few different online stores including a T-Shirt drop ship business and a drop ship safety supply business.  I also owned and operated a Retirement Planning and Tax Preparation business from 2013 through 2020.  I am dedicated to sharing my knowledge and expertise to help my clients achieve their dreams for financial and business success. Whether you're an entrepreneur looking to assess or expand your business, or an individual looking to improve your financial literacy and skillset, my programs and services are designed to meet your unique needs.

I have a good deal of education behind all this experience.  I have a B.S. in Finance from DePaul University, I have a Masters in Business Administration (MBA), a certificate in Financial Planning and I passed both the Certified Public Accounting (CPA) and Certified Financial Planning (CFP) exams to earn certification status.  Although, I no longer maintain these certifications, they provide me with a unique and broad knowledge base in terms of both business and personal financial management.

I balance out my analytical skills with creative endeavors like photography, making music and writing.  All of the pictures on this site are my own.  I wanted this site to be a representation of who I am and I believe the design of this site gives you a glimpse into my vast talents.

With decades of corporate and entrepreneurial experience, I have acquired the skills and knowledge needed to help you reach your financial goals, no matter how big or small they may be. My training and services are tailored to meet your unique needs and offer practical tools, tips, and resources to improve your business skills and financial knowledge.

Contact me today to learn more about how I can help you achieve your goals!

2013 - Present

Entrepreneur - Multiple Businesses

Citrine Management Associates, Inc. was founded with the goal of helping individuals and business owners achieve financial success. With a background in Finance and Accounting, holding financial leadership positions in both the Corporate Utility Industry and Local Government plus more than 10 years as an entrepreneur, I have the knowledge and expertise to navigate even the most complex financial situations. I have owned multiple businesses and have a deep understanding of the challenges that come with starting and running a successful business.

My goal is to support and guide my clients every step of the way.

January 2013 - Present

Entrepreneur - Multiple Businesses

Citrine Management Associates, Inc. was founded with the goal of helping individuals and business owners achieve financial success. With a background in Finance and Accounting, holding financial leadership positions in both the Corporate Utility Industry and Local Government plus more than 10 years as an entrepreneur, I have the knowledge and expertise to navigate even the most complex financial situations. I have owned multiple businesses and have a deep understanding of the challenges that come with starting and running a successful business.

My goal is to support and guide my clients every step of the way.

2023

Small Business Coach and Excel Training

This year, I've had the pleasure to serve multiple small business owners in a Consultant capacity, helping them with their Quickbooks accounting, coaching them on payroll, teaching them about taxes, preparing financial projections,  providing financial statement education and assisting with new income stream development. 

 

I've also had the opportunity to work with a new Accounting Manager providing personalized Excel training along with a review of a few accounting processes to provide feedback on making them more efficient.

CMA Supply Warehouse

In 2019, I opened a subsidiary of Citrine Management Associates, Inc., CMA Supply Warehouse.  I sell safety and industrial supplies to construction businesses, municipalities, sewer and water districts and some online retail customers.    The link to the site is below.  I built this business from scratch, including finding the suppliers and building and maintaining the website.

2022 - 2023

Consultant - Electric Utility Grid Modernization Business Case Development

Citrine Management Associates, Inc.'s expertise in financial consulting and regulatory filings makes us a go-to source for insight and advice. I am proud of my successful work on electric grid modernization programs, and I'm confident that I can provide the same high-quality results to every project I take on. Contact me to learn more about my services and how I can help you succeed financially.

2013 - 2021

Finance Project Manager - Electric Utility Grid Modernization Construction Programs

Citrine Management Associates, Inc. is committed to providing comprehensive financial training and support. My experience includes subject matter expertise in finance project management for multi-million dollar electric utility construction programs including  managing the financial aspects of an underground electric cable replacement program and new fiber cable installation in the City of Chicago.  

Accounting Manager

 Chicago, IL

"When I was promoted to Accounting Manager, I inherited several processes that required hours of Excel work, Allison gave me 1-on-1 training in Excel and helped me streamline the processes reducing the amount of time required to complete by several hours."

Stylist 

Elmhurst, IL

"The Salon I worked for decided that all employees would need to begin operating as self-employed Stylists, Allison worked with me to get my business started in Quickbooks and she provides on-going training and consultation."

Clinic Owner

Newport Beach, CA

"Allison taught me so much about managing the accounting of my small business that I went from feeling very stressed to feeling empowered.  She continues to teach, guide and coach me as a small business owner."
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