LifeLine Financial Services, LLC

Jillian Mason, CPA joins LifeLine Financial Services, LLC. as the Chief Financial Officer (CFO) Jill's passions lie in helping individuals and businesses reach their full potential by creating efficiencies and process improvements for their everyday routines while also building lasting relationships that go beyond the numbers. Jill earned her undergraduate degree in 2014 and her Master’s Degree in Accountancy from Bentley University in 2015. She has ten years of experience in both public and private accounting. Starting as an auditor in the public sector for both Gallagher Flynn (VT) and BerryDunn (NH), Jill worked on clients in a variety of industries, including manufacturing, financial services, not-for-profit and healthcare. She transitioned to the private sector in 2019 when she was hired by Coca Cola Beverages Northeast as a GL Accountant, where she was a part of a larger team that worked to bring the month end close process back in-house after being outsourced for multiple years. In 2020, she was promoted to Marketing Accounting Manager where she led a team of four contract accountants and was responsible for the process and procedures around trade spend, including working closely with the sales team to ensure all promotions were set up accurately and reported correctly on financial statements. Most recently, Jill was the Sales Controller for Ocean Spray Cranberries, Inc., building out the role which had been previously vacant for years.. As Controller, Jill was able to help with the implementation of Blacksmith, a new trade spend management system, including internal control procedures, reconciliations between Blacksmith and SAP, month end analytics and reviews and assisting with the financial training of the sales teams. Jill lives in Weare, NH with her husband, Kyle, two children, Wyatt (4) and Mackenzie (2), and their dog Riley. When she is not busy with work or chasing her toddlers, she is serving as President of High Hopes Foundation, a 501(c)(3) dedicated to providing life-enhancing experiences to chronically ill children of New Hampshire. 

Money and “family” often don’t mix, but that’s not the case when it comes to Russ Ouellette’s relationship with LifeLine Financial Services and company president Deborah Whitten. LifeLine does all of the bookkeeping and payroll for Sojourn Partners and also runs quarterly financials that are given to Sojourn’s CPA, providing for a seamless process. In fact, it was through his CPA that Russ said he first heard about LifeLine. He has now been with the company for 10 years. Is your business in need of some smooth sailing? Let LifeLine be your beacon toward financial growth and calmer waters. Book a call with us today at https://lnkd.in/eDmax6ai. #financialservices #lifeline #lifelinefinancial #worklife #financial #consultant #testimonial #accountant #cpa #bookkeeping #accounting

Wondering how LifeLine Financial can help your business or organization? Here are some of the questions we’ve answered for our clients: ➡️ How can I improve my cash management? ➡️ Are there ways I could reduce operating expenses? ➡️ Does it make sense to make a significant investment in the business right now? ➡️ Are there ways to minimize my tax liability? ➡️ Am I in the best business structure at this stage in our growth? ➡️ How can we best position ourselves for growth? Want to know more about how we partner with clients to maximize their financial health and put them on a sure-footed path to success? Call us! 📲 #financialservices #lifeline #lifelinefinancial #worklife #financial #consultant #testimonial #accountant #cpa #bookkeeping #accounting

The average American spends 20 years in retirement. Do you know how much you’ll need to save to live comfortably? Here are 10 things you can start doing now [at any age] to set yourself up for success: 1️⃣ Start saving and stick to your goals 2️⃣ Know your retirement needs 3️⃣ Contribute to your employer’s retirement savings plan 4️⃣ Learn about your employer’s pension plan 5️⃣ Learn basic investing principles 6️⃣ DO NOT TOUCH your retirement savings 7️⃣ Ask your employer to start a plan for you 8️⃣ Put money into an Individual Retirement Account [IRA] 9️⃣ Research your Social Security Benefits 🔟 Don’t be afraid to ask questions Looking for additional financial resources to help you reach your goals? Check out our blog at https://lnkd.in/escejGCB #FinancialHealth #StrategicPlanning #BusinessGrowth #MaximizeSuccess #BusinessContinuity #SeamlessSupport #PlanAhead #ExpertPartnership #PeaceOfMind #Efficiency #CoverYourBases #ProactiveBusinessManagement

While critical for every business, simply capturing and tracking financial data is not enough to ensure long-term success. For that, you need smart strategic planning to best leverage your business model and operations for sustainability and strong growth. That’s where the right accountant can be invaluable. Let LifeLine be your beacon towards financial growth and calmer waters. Book a call with us today at https://lnkd.in/eDmax6ai. #FinancialHealth #StrategicPlanning #BusinessGrowth #MaximizeSuccess #BusinessContinuity #SeamlessSupport #PlanAhead #ExpertPartnership #PeaceOfMind #Efficiency #CoverYourBases #ProactiveBusinessManagement

Summer: a time for fun, but also a strain on the wallet. 💸 According to a 2022 survey, Americans spend an average of $2,240 during the summer, making it the second most expensive season. Bankrate's 2019 Summer Vacation Survey reveals that a single vacation can cost nearly $2,000, while back-to-school expenses can reach over $1,650, as reported by the National Retail Federation. With summer vacations, childcare, camps, home improvements, and increased entertainment costs, it's easy to feel overwhelmed. 😓 But fear not! There are simple ways to budget and save money, even during the summer months. 💪 Learn how to retrain your brain and maximize your summer without breaking the bank. 💰✨ #SummerBudgeting #SaveMoney #cpa #cpas #budgettips #budgeting101

July is Bank Account Bonus Month in the United States! 🎉 It's the perfect time to explore the benefits of opening a new bank account. During this month, many people focus on finding a bank that offers minimal fees and convenient physical branches. The exciting part is that Bank Account Bonus Month rewards you for opening a new account! 🤑 Don't miss out on this opportunity to earn extra rewards and put them towards your goals of financial freedom, summer savings, or retirement! 🏦💸 #BankAccountBonusMonth #EarnRewards #FinancialPerks #cpa #cpas #cpasofinstagram #buildyourdreamlife #saveyourmoney #opportunity #people #bank

Don't forget to take a break from the summer fun for a mid-year tax checkup! ☀️📊 It's the perfect time to stay on top of your taxes and avoid any surprises. Discover potential savings and ensure you're up-to-date with the latest changes. 💰 Remember, tax breaks that were available in 2022 may not apply this year. Need a little help? Send a message today. 📲 #TaxCheckup #SaveMoney #StayUpdated #taxes #taxhelp #cpas #cpa #lifelinefinancial #lifeline #compliant

When first starting out, Melissa Albano Davis from Grapevine Marketing LLC was doing everything herself - QuickBooks, invoicing, following up on receivables, monitoring financial reports, all the while trying to sell her services. As her business grew, it became overwhelming.  By hiring LifeLine to do her daily financial work, such as reviewing bank statements, and credit card transactions and essentially analyzing all her accounts and applying for vendor payments, Melissa could then focus on her clients and what she does best and not worry about bookkeeping and accounting. Is your business in need of some smooth sailing? Let LifeLine be your beacon toward financial growth and calmer waters. Book a call with us today at https://lnkd.in/eDmax6ai. #financialservices #lifeline #lifelinefinancial #worklife #financial #consultant #testimonial #accountant #cpa #bookkeeping #accounting #marketing #growth