CPA with over 25 years of progressive experience functioning as CFO and Controller with broad exposure to a diversity of accounting, finance and operations functions, providing the following accounting management services to clients:
Provide interim or perm CFO or Controller functions
Cash flow management
Monthly and quarterly financial statement reporting
Annual budget preparation
Year-end closing of the financial statements
Financial statement year end audit preparation
KPI benchmark
reporting
Accounting system selection/implementation/conversion
Startup venture pitch decks, business plans, financial projections, pro-forma financial statements
Specialize in start-ups and reorganizing accounting departments
Document accounting policy/procedure manuals, desk procedures and establish internal control, flowchart business processes
Inventory management expert in perpetual inventory systems
Turnarounds of troubled companies
Industry experience includes:
8 years of service, retail, distribution and jewelry
10 years of non-profit
4 years of health care
4 years of internet start-ups
3 years of oil and gas exploration and production
Two client engagement examples:
Directed the 2017 annual audit for a $40M combined group of service companies with 15 entities in 15 states with multiple locations in states, resolved multiple entity income tax and state sales tax reporting/compliance issues, reduced $500K IRS income tax preliminary audit assessment on S-Corp and individual to zero, directed accounting department, documented accounting policy and procedures for internal control, initiated and developed reservation system interfaces and corrected reporting issues, created employee weekly work product accountability reports to monitor staff workflow, all the above completed in 3 months.
Direct the government Health Resources and Service Administration (HRSA) review of financial statements from 2015-2017 for a small $2M NFP that is a Federal Qualified Health Center (FQHC) that has HRSA grants, prepare 2018 financial statements for single audit, establish accounting policies and procedures for internal control, all the above completed in 6 weeks.
$60 hourly consulting rate
Profile and endorsements on LinkedIn.com
Contact for free consultation
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