Specialties:
Chief Financial Officer / Controller / Business Manager
Small to Medium Businesses, Non profit, Family Office
As a consulting CFO, I am both the right and left hands to businesses, keeping a company on course, with financial strategies and information. I keep businesses in good health like a “family doctor” as a liaison to professional advisors, management and employees. I serve sm
all to midsized businesses, family offices, and non-profit organizations. With more than 30 years of diverse financial experience, I can protect, strengthen and advance an organization. I have been a financial executive in various industries both domestic and international.
“Left Hand” - Advising for the PRESENT: I highlight key information for leaders to review, strategize and execute. I provide oversight to accounting, finance, HR and IT functions. I diagnose and cure what’s ailing a company with my objective perspectives. As a liaison, coordinator, and collaborator, I work with all your key advisors.
“Right Hand” - Navigating to the FUTURE: By working within your system, we develop strategies to increase cash, sales, and profitability, all the while preparing the business for exit when appropriate.
“Financial Fireman”- Correcting the PAST: For cash flow issues, late tax returns, messy books and audits, I roll up my sleeves as a hands-on CFO. I transform financial disorder to order, moving your business to the next level. I worked for a $12 billion mutual fund company, owned by the Princely Family of Liechtenstein. As a Senior Vice President at Wells Fargo, I built and managed the national Financial Administration practice, serving wealthy individuals with at least $100 million net worth. I have Big 4 CPA experience with PriceWaterhouseCoopers. For 10 years, I have been an independent CFO and consultant. We are financial management partners for small to mid sized businesses, non-profit, and family offices, as both strategic advisors and hands-on doers. As your outsourced Chief Financial Officers (CFOs), we can be project-specific or long term partners, keeping your ship on course. We adjust to your needs, whether it is on a part-time, interim, or full-time basis. We are trusted advisors, providing clarity to your financial goals. We are creative problem solvers, providing a sounding board for your challenges. We build financial infrastructure and processes for your success to increase cash, profitability and sales. We are coordinators and collaborators with your other professionals. We provide accounting, finance, HR, and IT management services, so you can focus on your business. We empower you to reach your vision, with in-house implementations of system design, internal controls, financial reporting, compliance, administrative, and supervisory duties, all the while preparing you strategically for a successful exit when the time is right. Call us when you need help with any aspect of financial management from A to Z. Additionally, we help with administrative functions & exit strategies. Strategic Advisors:
Financial strategist
Projections / future plans
Experience in advising CEOs
Short and long term engagements
Budgeting, cash flow
Inside Doers:
Senior level executive
Team-player
Trainer
Supervisor
Expert administrator
Collaborators with Other Advisors:
Banking
Legal
HR
M&A
Insurance
IT
Cost reduction
Risk management
Tax strategies
Compliance with legal, financial and tax reporting
Build financial reporting systems
Monitor business performance
Crisis management
Accounting, treasury, finance
HR & Payroll, IT
Financial information / data / statement
Plan ex*****on
Management
Tax
CPA
Advertising and marketing
Executive coach
Wealth managers
Key employees and directors
Business growth & transitions
Objective perspectives
Independent analysis
Expert assessment
Exit strategies
