Below is a sample listing of services I offer that may be of benefit to your organization. My services are particularly valuable when you are in the start up phase and require strategic planning or set up of finance and accounting infrastructure, desire a part time rather than full time CFO or Controller, have a need for a specialized financial skill set, and during peak work or reporting periods. I enjoy working with company leaders and staff to help grow business and measurably increase profitability. The types of services I offer include, but are not limited to, the following areas:
·Developing financial reporting and metrics
·Financial modeling and business valuation
·Facilitating and assisting with external audit planning and schedule preparation
·Budgeting and forecasting
·Monthly, quarterly, and year end closings
·Account analyses, reconciliations, and general ledger accounting
·Backfill all accounting functions
·Performing Financial Analyst functions
·Process reviews and benchmarking studies
·Performing CFO and Controller functions
·Internal controls audits and assessments
·Facilitating and assisting with physical inventories
·Facilitating and supporting internal audits
·Developing, documenting, and implementing policies, procedures, & controls
·Risk assessment and mitigation
·Employee benefit plan analysis
·Strategic planning
·Business plans
·Capital raising and investor relations
My background includes both public accounting and private industry accounting/finance experience. I am a high energy individual and derive great satisfaction from meeting and exceeding my clients’ expectations. I have experience in a variety of industries, including ecommerce/direct selling, manufacturing, high tech, retail, SaaS, and construction/property management. My systems skill set is very strong and I am proficient in the leading software packages, including Excel, Word, Access, PowerPoint, and Outlook. I have also worked extensively with the Oracle, SAP, JDEdwards, Dynamics, NetSuite and Quickbooks systems. I am an effective communicator, strong team player, and have excellent problem solving skills.
I provide high quality work with a strong emphasis on exceptional client service and invite you to call today so we may discuss your current or anticipated needs and any upcoming projects. I look forward to speaking with you at your earliest convenience
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