Client engagements

Concept & Launch

• High Tech R & D Company…business plan development; identify CEO candidates
• Medical Device Company…financial model development; part-time controller
• Group Health Enrollment Services…financial model development, part-time controller
• Landscaping Company…assist in proposal preparation
• Personal Sports Training Service…set up QuickBooks accounting system
• Lawn Furniture Manufacturer…set up accounting system; part-time controller
• Barn Removal/Reuse Contractor…set up accounting system; part-time controller
• Tech Consulting Company…build budget model; establish breakeven points
• Technology Consultant…set up accounting system

Management

• Household Goods Carrier…interim CFO; set up cash flow forecasting
• Wood Laminate Manufacturer…interim Controller
• Mutual Fund Manager…internal audit and tax-exempt portfolio review
• Home Remodeling Contractor…establish percent of completion procedures
• Event Planning Services…part-time controller
• Home Organizing Company…assist conversion to NetSuite accounting system
• Social Service Agency…review and streamline accounting procedures
• Technology Consultant…resolve QuickBooks accounting issues
• Healthcare Trade Association…part-time controller
• Technology Trade Association…internal audit review; tax preparation

Growth & Maturity

• Egg Production/Processing…interim Controller; build accounting staff
• Transcription Service…steps to improve cash flow; resolve tax issues
• Pharmaceutical Consultant…review/improve accounting procedures
• Business Book Publisher…edit accounting system user manual