A Few of Our Success Stories

  • Work with business owners to prepare strategic business plans including forecast and budget projections.
  • Served as interim controller of a $20 million revenue service company with multi-state operations managing eight finance staff and coordinating with outside consultants implementing Oracle accounting package while Chief Financial Officer searched for ideal permanent controller candidate.
  • Work with business owner and bookkeeper to establishing process and procedures to use QuickBooks Pro® features to simplify and automate the accounting and reporting. Return for quarterly meetings to review “how” the process and procedures are working. Coach business owner on financial analysis techniques for improved business management.
  • Serve as part-time Chief Financial Officer for a $5 million revenue service company including assisting with the set up of an office-wide integrated firm management, job time and cost tracking and accounting software package.
  • Assist with month-end accounting close including drafting financial statements, performing KPI analysis and making recommendations for improved company performance and procedure efficiency.
  • Work with business owners and operations manager to automate the accounting process for a sales organization providing installation services structured to allow administrative level personnel to easily process the day to day transactions and owner reports.
  • Prepare year-end financial schedules to support external auditor review and audit procedures improving the efficiency of the review or audit staff fieldwork.