HOW I HELP

Many times, I can bring a different perspective to the table and help you figure out:

  • How to free you up to do more of what you would like to do, and what you do best
  • Why sales may be growing, but cash flow is not
  • Why sales are growing, but profits are not
  • How to get the company better organized
  • How to get the right people in the right places
  • How to build a strategic plan, with specific goals and objectives
  • How to develop and implement the most effective action steps
  • What to do to receive timely and accurate financial information that you need
  • Which of your product lines are profitable and which are not
  • What steps to take to increase the company's value so you can sell it.

 

Why do I need a CFO when I already have a CPA?

  • CPA's concentrate on taxes;  CFO's focus on increasing cash flow and profits.
  • Most CPA's have hundreds of clients; part-time CFO's focus on a few.
  • CPA's compile and present the numbers; CFO's look at the story behind the numbers.
  • CPA's tell you where you have been; CFO's help plan where a company should be going.
 

Services

  • Improving your cash flow
  • Increasing your company's value
  • Part-time CFO
 
  • Financial statement analysis
  • Financial forecasting
  • Budgeting
 
  • Business Plans
  • Strategic planning
  • Start-up advising
 
  • Turnaround consulting
  • Mergers and acquisitions
  • Helping you sell your company
 
  • Getting loans from a bank
  • Debt negotiations
  • Executive coaching
 
  • Identifying waste and finding opportunities to cut costs