Background in providing strategic/vision development, leadership and financial oversight within both corporate and nonprofit organizations. Skilled in process improvements that promote business growth opportunities. Strong leadership skills, able to coach and mentor employees and community members toward achieving excellence. Able to establish and maintain effective relationships with staff, community members, clients, and key decision makers. Demonstrated success in both direct and indirect management. Experience with start-up operations for both corporate and non-profit organizations.
- Tax Marketing Specialist
- Former H&R Block Franchise Owner
- Former Farmers Insurance Franchise Owner
- Over 21 years of knowledge and experience in the industry
- Tax Marketing Specialist
Cesar C Lodovica comes with more than a decade of insurance and financial planning experience.
He was born in the Philippines, but moved to Princeton, New Jersey where he was raised and educated.
He has held the positions of sales agent, financial representative, financial planner, advisor, trust review specialists and notary, and consultant for many major life insurance companies.
Prior to getting involved in the computer software industry, he owned and operated his own business, General Office Maintenance Services, for over 15 years, enhancing the office appearance of commercial properties in the Central New Jersey area.
After the sale of his office maintenance services, he graduated as a computer programmer from Lincoln Technical School. Then, he attended and graduated from SED (Systems Engineering Degree) Technical Training School, from world renown company Electric Data Systems Inc., and worked in the Telecom side of the business.
Furthering his new career, he also obtained a certificate for Electronic Data Systems Inc. as a Systems Analyst and Programmer.
Mr. Lodovica’s interest in enhancing his education professionally earned him a formal education from Fairleigh Dickinson Institute in the Certified Financial Planning program.
Mr. Lodovica entered the final expense arm of life insurance in 2010, working with a partner in the South Jersey arena.
He was also a Managing Agent/Owner of the small independent office for Lincoln Heritage Life Insurance Company. That partnership was dissolved in mid-2014 as he connected with the Garden State group out of East Orange New Jersey, which has now been officially re-titled as Senior Benefit Plan, LLC, to provide services to seniors as well as to their friends and relatives.
Currently, he is in partnership with ACXTAX Consulting company to provide assistance and aid to consumers to help them make educated decisions for financial protection in the TRI-State community.
Vice President of Business Development
I have a feeling I know why you’re reading this right now.
You need more time in your day. Running a business is extremely demanding, and there just isn’t enough time in the day to keep all the plates from spinning out of control. And what you need most right now is more proactive help with your business finances and tax strategy. As soon as possible. In fact, yesterday would have been ideal. Am I close?
We get it. We’ve worked with plenty of businesses who have to cobble together 9 different software programs to keep everything straight, or who just wash their hands of it all and put everything on the credit card … and then try to clean up every year after the fact. And they know that this is no way to properly monitor profit margins, cash controls, account management, tax strategy and all of the myriad components of an effective financial system for a business.
Perhaps this is your story too. Or perhaps you’ve reached a stage of development in your business that you want to pass the baton of accounting to another expert team so your expert team can focus on what they do best: making sales and taking care of customers.
Or are you just starting your business and want to start things off on the right foot?
Whatever the reason, we want you to know that our team has been diligently and effectively taking care of the accounting needs of countless organizations in a wide variety of industries—discreetly and expertly handling the ongoing financial management of tax burdens, payroll, bookkeeping, and other comprehensive accounting services while providing expertise in business planning, coaching, and strategic consulting that many businesses need.
Because here’s a certain truth as it relates to taxes and your business: the State and Federal Government would love to have more of your business’ hard-earned money in their accounts. And yes, even though it’s painful, none of us begrudge paying our legal and fair share of taxes. But the problem is that regular business owners, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year.
It doesn’t have to be this way. You don’t have to hand more dollars over to the government than they require, just because you don’t know their rules as well as they do. You don’t have to live in a constant state of anxiety over the state of your books, feeling guilty about the time you should be devoting to keeping your business profitable.
In fact, to help you find answers to your questions, I’ve compiled some resources in the last couple of years, for business people like you, in response to the specific tax and accounting questions I’ve received from my clients.
Click the button on this page to request this exclusive, free report from us, and we’ll rush your copy to you immediately.
And of course, feel free to poke around our site and discover why I’ve been called “The Most Trusted President in the Mercer County Area”.
Talk again soon,
Bony Coulanges, President
PS — When you grab our free report, we’ll also add you to our weekly email series on “Real World” Strategy for small business owners. Our readers enthusiastically forward these to their colleagues and peers all the time, because they’re not your standard “tax tips”.
PPS — Already want to come in? I don’t blame you … many people are fed up with trying to manage their financials on their own. Our schedule is very full … but if you call us at (609) 236-8114 or Email Us, we’ll give you two options for coming in right away. We will NOT make dealing with an accountant as painful as dealing with your books has already been!
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