CONSULTING CFO

Outcomes & Results Focused.

What we can do for you

  • Ensuring GAAP compliant financials to support the next stage in your business’s life cycle

  • Build annual or multi-year budgets to support the reporting needs

    Build dynamic forecasting tools with multiple modeling scenarios

  • Custom management reports and dashboards

    13 week cash flow forecasts

  • Lead banking & debt requirements and ensure timely and accurate covenant reporting

  • Instilling strong HR processes, from benefits review & implementation, compensation reporting, to best practices on hiring and annual reviews.

  • Oversee legal activities

    Review work flow and process

    Let me know what else you’re looking for.

Past Projects

  • Accurate and GAAP compliant financials.

    Nonprofit financial reporting: zero findings in annual audits and 990s, year over year

  • Designed & implemented comprehensive management reporting and disseminated to providers monthly

  • Created dynamic forecasting tool with unlimited production scenarios

    Built a comprehensive 5-year budget, covering P&L, BS & Cash Flow, providing for multiple production scenarios

  • Counseled practice owners on how they can grow their individual practice, within the larger practice

  • Managed financial viability during the COVID pandemic by effectively leveraging local contacts

    Led two New Markets Tax Credit transactions which increased home building capacity

    Led a Tax-Exempt Bond Financing Note which provided for a new hardware retail operation purchase and fit-out

    Established a cash reserve by increasing cash on hand by 750%

  • Work with Investment Broker on pitch deck preparation to take organization to market.

  • Act as the point person for your legal activities, utilizing outside counsel as needed.

  • Oversaw Human Resource department streamlining process and workflow

  • At a physician practice, Instituted & oversaw coding training, practice-wide, by educating and changing provider behaviors