Interim and Ongoing CFO Services
I provide part-time, interim and project based CFO services to small and large business, specializing in:
- Financial Reporting – creating accurate, meaningful and timely internal financial reporting so management and stakeholders understand their company’s financial performance.
- Budgeting and Forecasting – assisting companies with forecasting both revenue and expenses by analyzing past results to gain insights as to what is likely to happen going forward.
- Revenue and expense analysis – reviewing staffing plans, fixed and variable costs, pricing models, etc to determine that fees/billings are appropriate based on costs or that costs are in line with projected revenue.
- Profitability enhancement – analyzing and identifying revenue generating opportunities, and identifying cost reductions that maximize savings while minimally impacting operations.
Internal Controls and Sarbanes-Oxley Compliance
Assess a company’s internal control systems to determine efficiency and effectiveness of its operating procedures. Then, make recommendations to help the company become stronger, more profitable and more functional. For publicly traded companies, further assess internal controls for compliance with the Sarbanes-Oxley Act of 2002.
Operational and Special Projects
Past project work has included Earn-out Audits, Payroll System Integration, Media Reconciliations, Evaluations and Recommendations for new Accounting Systems, Client Audits, Client Compensation and Contract Negotiation, Credit Analyses, Implementation of Banking Changes, Recruiting and Interviewing Financial Staff, Adoption of Employee Benefits, Travel and Entertainment Policy Enhancements and Recommendation of Incentive Compensation Plans.