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Small to Mid Sized Companies
Accounting and Finance Clean Up, Ongoing Maintenance
Supervision and Training of Accounting, Finance and Other Staff
I provide consulting chief financial officer (CFO) services to non-profits, family offices and small to midsized businesses. My goal is to be the trusteed financial advisor on an affordable basis providing accounting, finance, human resources, and IT management services so my clients can focus their attention on their customers. By providing trusted financial advice, I create financial and goal clarity, resulting in increases in cash, profitability and sales all the while preparing the business strategically for a successful exit when the time is right.
Client is overwhelmed by or doesn't want to manage administrative functions such as Accounting, Finance, Human Resources and Information Technology.
Client transitions such as sales, growth, finance staff and business process development, staff turnover and vacancies in the finance and administrative areas.
Client needs their books, accounting, tax returns, and financial statements to be prepared timely and accurately.
client need help managing their accounting, compliance, office management and other third party (bankers, tax accountants, insurance agents, payroll, etc.) relationships
Client wishes to grow or sell.
Client needs help with financing.