Ismael Sebastian
With a background in finance and economics, I specialize in accounting, acquisitions, mergers, and integrations. I played a key role in transforming HealthComp LLC from a relatively small company into a $3 billion merger with Virgin Pulse, forming Personify Health as a single entity. Throughout this process, I integrated multiple financial systems into one modern platform, driving efficiency, scalability, and business growth.
My expertise lies in streamlining financial operations, modernizing outdated systems, and providing data-driven insights that help businesses scale efficiently. From cleaning up accounts to designing new financial processes, I ensure companies have the financial clarity and strategic foresight needed for sustainable growth.
At Analytics & Bookkeeping, my goal is to help small businesses optimize their financial management, cut costs, and drive profitability. Whether it’s bookkeeping, financial analytics, or high-level strategic planning, I bring enterprise-level financial expertise at a fraction of the cost of an in-house team.
Charlie Serpe
I have vast experience working within a financial setting, ranging from insurance to consumer goods. Coupled with a strong educational background in finance and economics, I have a knack for analyzing complex financial data and turning it into actionable insights for clients. I enjoy working with all aspects of a business to drive growth.
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I'm known for my attention to detail an ability to identify potential risks and opportunities in financial data. I have a deep understanding of financial markets, economic trends, and regulatory policies, which allows me to provide clients with valuable insights that help them stay ahead of the curve.