“If you fail to plan, you are planning to fail!” - Benjamin Franklin
OUR CLIENTS
Companies looking to improve cash flow and earnings, potentially adding millions to the equity value without changing existing processes or suppliers
Affluent individuals looking for ways to shelter money from taxes through available tax credits and tax mitigation concepts.
Affluent individuals who seek guidance on asset protection, and wealth transfer strategies
Investors who diversify their portfolio through business and real estate acquisitions
Small Business owners seeking guidance on succession planning, tax mitigation, and exit strategies
Business owners who value their employees, and provides competitive employee benefits
Companies with annual revenue of
up to $10 Million
OUR CORPORATE PARTNERS
OUR FOUNDER
JHAYNE S. SANTUCCI, JD CPA (AKA "The Finance Doctor")
Jhayne is the Founder of Excelsure Consulting LLC.
Jhayne received her Bachelor’s degree in Accounting in 1992 and started her career in Tax with the Big 4 CPA firms – PricewaterhouseCoopers LLP and Arthur Andersen LLP in Chicago, IL. She was one of the last person to leave Arthur Andersen in order to file the final Partnership Return
Jhayne is the Founder of Excelsure Consulting LLC.
Jhayne received her Bachelor’s degree in Accounting in 1992 and started her career in Tax with the Big 4 CPA firms – PricewaterhouseCoopers LLP and Arthur Andersen LLP in Chicago, IL. She was one of the last person to leave Arthur Andersen in order to file the final Partnership Return with 2000+ Schedule K1’s. Thereafter, she started her own Tax practice and joined a Startup healthcare service company where she established standard procedures and drove continuous improvements.
In 2006, Jhayne relocated to Central Florida to join a CPA firm specialized in International Taxation. In 2009, she joined the largest reseller and distributor of plastic resin, chemical, and rubber company in the U.S., where she held various roles in Tax, Corporate Accounting, Internal Audit, and Regulatory Compliance departments. In 2011, she received her Juris Doctorate degree.
Jhayne’s passion for helping others led her to recognize the need to promote financial literacy so she switched her focus to Finance. In 2017, she received her Life & Health Insurance license. In 2018, she founded Excelsure Consulting and offer her services as a Strategist / Advisor. In 2019, she received her Series 7 license and became FINRA Registered Representative. Because of her appetite in continuous learning, she studied real estate law and received her license, with the intent to broker her own deals and to assist clients to build wealth through business acquisitions and diversified investments.
Jhayne is born and raised in the Philippines. She lived in Chicago, Illinois for 21 years prior to moving to Florida in 2006. Jhayne supports various non-profit organizations. She is a volunteer instructor at Score-Orlando and served as one of the community judges at the 2020 Victory Cup Initiative. Her plan is to eventually start her own Foundation. She is the author of “The Finance Doctor’s Tips & Tricks” and currently writing “The Right Mindset”. Jhayne understands the importance of having a proper mindset in order to run a successful business therefore, she is not only assisting her clients to expand their business utilizing various strategies but she also coaches them in the importance of having the right mindset to run an effective and efficient enterprise. This is what makes Jhayne unique. Jhayne provides one on one mentorship only to a selected few. To apply, email - info@excelsureconsultingllc.com
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To purchase an ebook (comes with financial templates)
