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Michael J. Bongiovanni, CPA, MS is a graduate of Florida Atlantic University in Boca Raton, Florida with a MBA degree. He has five years experience with a "Big 5" CPA firm, three years as a CFO for a publicly traded company and over 10 years as President and CEO of GreenTree Financial Group, Inc. His diverse SEC industry experience includes financial audits and SEC reporting compliance for publicly traded companies and broker/dealers in securities. In addition to his SEC expertise, he provides client services in the areas of equity financing, and helping owner-managed entrepreneurial clients succeed. His vision is to provide the highest quality of services to the clients he serves and help achieve their goals, whatever they may be. This means going beyond traditional SEC compliance services and helping companies access the capital markets. He takes pride in offering straightforward solutions and identifying opportunities.
Mike serves as an experienced business advisor and confidant, dedicated to understanding businesses and helping them succeed. With his client missions in mind, he works with them in an integrated way to design value-added financial information and SEC consulting services specifically for his clients and consistently takes it to them with ideas, questions, challenges and solutions. Some of Mike experiences include reverse acquisitions into public shells, creation of public entities via registration statements with the SEC, locating venture capital sources for clients, creation of a $20 million venture capital fund for Internet start ups located in and around Charlotte, North Carolina, private placement memorandums, developing business plans, cash flow projections, preparation of 15C-2(11) disclosure statement, Form SEC 10-SB, SEC SB-2 and S-8 Registration Statements, SEC Forms 10-K and 10-Q and other SEC reporting issues. Mike is a graduate of the SEC Institute where the latest knowledge in SEC trends was acquired. Mike is a member of the American Institute of Certified Public Accountants, Florida Institute of Certified Public Accountants, North Carolina Association of Certified Public Accountants, and the Charlotte Chamber of Commerce Venture Capital Committee. He serves on the board of numerous committees and was appointed by the mayor as trustee of a municipal trust fund.
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