CFO/Controller Services

* CFO and Controller services, General Business Management & Operations services, and Financial Consulting services * Interim, Temporary, or Part-time
* Services provided at your office, by phone, by email, or via skype
* More flexible, personal, and less expensive than consulting firms who offer these services


As a successful former "in-house" V.P. of Operations, CFO, Controller for 18 years, I know what leadership, management, and execution of duties is required in the financial and operational areas of a business to properly support it and help it be successful.  I have extensive hands-on management experience in all the functions below, and have done many of them directly.  My industry experience includes manufacturing, construction, distribution/wholesale, dealerships, machine shop, direct mail, non-profit.

Note: The items below are listed alphabetically. Some are repeated in different ways to make them easier to find.

Accounting/General Ledger/Financial Statements Hiring/ Employee Training/ Supervision/ Terminations/ Discipline/ Severance Agreements
Accounts Receivable/Billing Human Resources
Accounts Payable Information Systems
Audit Preparation/Management/Support Insurance/Risk Management
Bad Debt Control Insurance Audits
Bank Account Management/Reconciliations Internal Controls
Bank Financing and Negotiations Inventory Control/Cycle Count Program/Physicals
Bank Relationships Inventory/Warehouse Management
Board Meeting Preparation/ Presentations Job Cost/Cost Accounting
Budgeting Lease/Buy Analysis
Business Entity Selection/Formation (LLC, C-Corp, S-Corp,etc.) Loan Compliance Review
Business Planning Loan Document Review and Negotiation
Business Start-Up Management Reporting
Business Turnaround Margin/Net Profit Improvement
Business Wind-Down Mentoring/Coaching
Cashflow Forecasts Operations
Cashflow Analysis/Management/Improvement Payroll tax Audits
Compensation Plans (salary, bonus, commission, incentive) Performance Reviews & Related Forms
Contracts/Licensing Policies/Procedures
Coop Advertising Programs/Credits Powerpoint Presentations
Credit/Collections Product Profitability Analysis/Improvement
Customer Service Profit Analysis/Improvement
Debt Acquisition Purchasing/Procurement
Dept. of Labor Audits Quality Control
Employee Benefits/Insurance Reporting Key Metrics for Business
Employee Coaching/Mentoring Reporting Financial Information- Internal/External
Employee Handbooks and Policies Retirement Plans
Expense Analysis/Control Risk Mgmt/Insurance
Fixed Asset Reporting & Depreciation Sales Tax/Payroll Tax/Insurance Audits
Finance/Accounting Severance Agreements
Financial Statement and Account Analysis Spreadsheet Creation/Improvement/Maintenance
Financing Alternatives Supervise Employees
Fraud Prevention Tax Planning/Reduction
General Ledger/Accounting Termination of Employees
General Management Unemployment Tax Audits
Going Private Vendor Management/Negotiations
Going Public Website Creation/Management
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck