Middle Market

Are critical projects that could improve your business on hold because your controller or accounting manager doesn’t have time to get to them?

Is your business facing challenges more complex than the controller or accounting manager can address alone?

CFO Solutions may be the answer.  I work with your existing team to drive improvements and create innovative solutions to deliver what your business needs to succeed.

This isn’t traditional consulting where I deliver a prepackaged answer.  What I bring is a unique combination of experience and a firm belief that even in the most resource constrained environments, there is always a way to make it happen.  I work with your controller to create a practical solutions for your company’s unique situation.

Project Specific Support

Targeted projects designed to address specific finance issues that are limiting your company’s success.

  • profitability enhancement, based on an evaluation of your operations to identify cost reduction and revenue improvement options;
  • cash flow management; improving cash flow and creating reliable projections so cash flow can be actively managed;
  • decision support, analysis of new business opportunities, such as equipment, facility or business acquisitions;
  • bank financing; preparation of the financial reports and business case needed to approach a bank for a loan. This includes preliminary evaluation of your business as a banker will evaluate it and development of corrective action plans for weak areas;
  • financial reporting re-design; transforming reporting to deliver financial information that contributes to the success of your business;
  • accounting department review; evaluation of the department procedures, staffing and financial reports.  Can include full documentation of key financial related policies and procedures;
  • International operations management; with experience both managing the foreign subsidiary from the U.S. and being the on-site manager of a foreign subsidiary, I assist companies in creating processes that satisfy the head office needs while making sure that local country requirements are met.

On Call Controller or CFO

For companies with an on-going need for a financial and accounting manager, to handle issues such as improving profitability and cash flow, providing financial analysis to support strategic business decisions, preparation and analysis of monthly or quarterly financial reports. I offer my services on a On Call or Part time basis, this allows your company access to a senior financial professional on an as needed basis.

Interim CFO/Controller

Immediate replacement for the controller or CFO role to cover a vacancy or leave ensuring that the accounting and finance operation runs smoothly until personnel return or a permanent replacement is found.