AI-Driven Business Coach & Financial Operator

TAMMY APPLETON Hickory, NC (USA) • • • [контакт скрыт] EXECUTIVE SUMMARY Entrepreneur, business coach, and consultant leveraging AI-driven systems to streamline business operations, content creation, and community engagement. Known for a "raw, real, no-fluff" approach that helps founders clarify offers, improve operations, and position for sale. Creator of sports-parent advocacy programs (Peak Play) that blend coaching, automation, and membership experiences. Brings a rare combination of financial leadership, team management, and narrative-driven brand building — from running full accounting operations for regional service companies to building brands and communities from the ground up. CORE STRENGTHS •Financial controls, reporting & accounting operations •Business valuation & sale readiness •Team leadership, hiring & staff development •Brand/story development & content strategy •Marketing & customer relationship growth •Small business growth & operations •AI-assisted workflow design & automation •Client coaching & accountability systems •Community/membership program design •Youth/college sports parent advocacy PROFESSIONAL EXPERIENCE US President Current Tricres Coach and Consultant •Advise small business owners on preparing financials (P&L, tax returns, add-backs) to maximize sale price and buyer confidence. •Use AI-driven data analysis and valuation tools to identify market trends and pricing benchmarks. •Create listing overviews, teaser copy, and marketing narratives tailored to target buyers in trades, retail/tactical, and service businesses. •Coordinate with lenders and buyers to remove deal obstacles and keep transactions moving. Controller 2015 – 2020 Appco Power Solutions — Generator & Electrical Service Company Financial Leadership •Managed all accounting operations including accounts payable, accounts receivable, payroll, and general ledger for a regional generator and electrical services company. •Prepared monthly, quarterly, and annual financial statements for ownership review and strategic decision-making. •Maintained job costing and project-based accounting to accurately track labor, materials, and overhead across service contracts. •Oversaw bank reconciliations, cash flow management, and budgeting to ensure financial stability and operational funding. •Coordinated with external CPA firm on tax preparation, audits, and compliance; implemented and maintained QuickBooks systems, improving reporting accuracy and efficiency. Leadership & Management •Led day-to-day office operations, hiring, training, and supervising administrative staff and serving as the operational bridge between field crews and ownership. •Managed vendor and subcontractor relationships, negotiated payment terms, and resolved disputes to keep projects on schedule and on budget. •Partnered directly with ownership on growth initiatives, equipment acquisitions, and contract bidding decisions, translating financial data into clear operational strategy. Brand Building & Marketing •Developed customer-facing communications, service marketing materials, and follow-up systems that strengthened repeat business and referrals. •Built the company's local reputation through consistent customer experience standards, community presence, and relationship-driven account management. Controller 2009 – 2015 Reliable Electric — Electrical Contracting & Service Company Financial Leadership •Directed full-cycle accounting including accounts payable, accounts receivable, payroll, general ledger, and monthly financial reporting. •Managed job costing for residential and commercial electrical projects, tracking labor, materials, and overhead against estimates. •Handled cash flow forecasting, budgeting, and bank reconciliations; coordinated with outside CPA on taxes and compliance. Leadership & Management •Supervised office and administrative staff, establishing processes for scheduling, billing, and customer service that scaled with company growth. •Managed vendor accounts and subcontractor payments, negotiating terms that improved margins and cash position. Brand Building & Marketing •Created customer communications, promotional materials, and referral programs that grew the service customer base. •Shaped the company's brand voice and local market presence, positioning the business as a trusted household name in its service area. Creator & Advocate Current Peak Play •Designed a platform for sports moms and athlete families to navigate the youth-to-college sports pipeline with transparency and emotional support. •Developed the "I Believe Methodology" and AI-supported resource database to streamline access to tools and reporting frameworks. •Produced educational content and advocacy materials on athlete safety, mental health, and family dynamics. Entrepreneur / Former Owner Multiple Businesses •Started, operated, and exited small businesses in fitness/lifestyle and service sectors. •Hands-on experience in marketing, customer experience, and building systems that make a business transferable and sellable. PLATFORMS & TOOLS AI platforms (ChatGPT, Sora, Canva AI, Claude, Jasper, Midjourney) • Substack • Mighty Networks • Slack • Notion • Pipedrive • Canva • Google Workspace • QuickBooks • Social Media Analytics