For Established Businesses As a part-time or temporary CFO, I provide the financial acumen and professional commitment of an in-house CFO, at the fraction of the cost of a full-time position. My goal is simple: to help your company become more profitable.

I offer a complete set of financial services based on years of experience as a certified public accountant. But I don't stop there. Sound financial management must be factually accurate, but it is also interdependent with other facets of your business: operations, information technology, human resources, or marketing.

I help you identify the deeper organizational challenges that may be affecting your profitability. These challenges may be technical in nature, relating to data, systems and processes, or human in nature, relating to leadership, employee motivation, or communication.

With a sensitivity to your corporate culture, I listen to your concerns, and earn the trust and respect of each employee. Then, with years of management expertise behind my recommendations, decisions, and actions, I work with you to resolve each challenge on both the technical and human levels. In this way, I provide you with immediate skill-based solutions and strategic value, both of which contribute to long-term profitability.

Furthermore, as your company changes, so does my role in it. With the experience that comes from immersion, I'll tailor my role in ways that suit your business now, next year, and into the future.

Services

Business System Implementation

Well-organized financial processes ensure that your day-to-day business operations run smoothly. I evaluate your current processes from a technological and organizational perspective and recommend effective ways to manage your routine financial tasks. If necessary, I help you choose and implement the specific accounting system that suits your needs. I also collaborate with legal, insurance, banking, or human resources professionals to establish appropriate administrative systems.

I also educate and mentor your staff to ensure that bookkeeping, payroll management, benefits administration, and other “back-office” administrative tasks are carried out in the most efficient manner possible.

Cash Flow and Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. I will evaluate and forecast your company's present financial condition, estimate financing requirements, and monitor cash flow sources and uses.

Debt and Financing Services

Let me help you secure financing for your business or consolidate your current business debt to a more manageable level.

Financial Forecasting and/or Budgeting

Forecasts and budgets are necessities for effectively leading a business to profitability. You must know what activities and market assumptions have had the greatest impact on your business’s success, and project them into a model for future growth. Forecasts and budgets may also be necessary for preparing grant proposals, seeking additional financing, and evaluating alternative business strategies.

I will prepare an annual and monthly budget that will serve as your financial operating plan. Depending on the scale and needs of your business, I will provide simple projections or complex financial models. You will then be able to monitor your business’s progress by comparing actual performance against this plan.

Financial Reporting

In-depth financial reporting of past business activity is extremely useful for making management decisions, and can help you find constructive ways to maximize your company's profitability and efficiency. Management, investors, lenders, and taxing authorities also all need accurate, timely statements of your business’s profitability.

Financial reports can be performed at any of three levels of assurance:

• Audit: an intensive examination with the highest level of assurance
• Review: some analytical procedures conducted with limited assurance
• Compilation: based upon information provided by the client, and intended primarily for internal use

As your CFO, I take a leadership role in the reporting process. I will prepare your company for an audit and coordinate the process in an efficient and reliable manner. I prepare internal-use financial reports in accordance with applicable accounting standards for your company. However, I express no independent opinion or any other form of assurance on the underlying information included in those reports.

Strategic Management

I provide executive-level administrative direction and support for each area of your business operations: production, delivery, and sales. I also work hand-in-hand with your board of directors to help develop objectives and strategies that foster your long-term success.

In business situations where there are disagreements or disputes, even the most qualified managers can benefit from feedback from an outside financial professional. I guide and influence leadership by identifying the objective components of a particular issue, asking objective, data-focused questions, and facilitating communication at the source of the conflict.

Tax Services

I take a proactive, not reactive, approach to tax services. By keeping current on new tax legislation, I can identify key tax planning opportunities throughout the year that minimize your current and future tax liabilities. I work with your tax preparer to coordinate tax return preparation and to achieve optimal tax planning for your company.