Over the years, I have held various financial executive roles in closely held corporations, including Vice President, VP of Finance/Operations, Controller, and CFO, where I have effectively served the needs of small businesses, nonprofit organizations, and their leadership teams.   

During that time, I've been exposed to numerous situations that have served to broaden my understanding and appreciation of the unique challenges that small business owners and nonprofit volunteer leaders face; and I have helped these stakeholders address some of their most important financial and operational issues, supplying business acumen, fiscal responsibility and technical knowledge.

I offer a variety of outsourced CFO/Controller services, customized to fit your needs, on an ongoing part-time basis or for special-project assignments, including:

  • Financial Management/Reporting
  • New Business Start-Up
  • Accounting Review and Cleanup
  • Accounting System Setup
  • Budgeting and Reporting
  • Policies and Procedures
  • Financial Forecasting
  • Internal Controls
  • Departmentalized Accounting
  • Industry Benchmarking and KPIs
  • Job Costing and Profitability
  • Tax Compliance and Planning
  • Cash Flow Analysis and Planning
  • Financial Statements
  • Performance Trends/Costs Analysis
  • Not-for-Profit Industry Expertise
  • Special Project Assignments
  • Leadership Advisory 

Outsourcing provides some unique advantages, click here.

I am committed to understanding your organization and the issues you are facing. To learn more about my approach to service, I invite you to read my service philosophy.

Contact me - I am happy to answer your questions.