My goal is simple: “I will help as many business owners as I possibly can to succeed.”

Why Do Companies Hire an On-Demand CFO/CXO?

• Huge network with great experience in every facet of business.
• We are trusted long-term business advisors – we will be with your company for five years, ten years, or however long it takes.
• We help you grow your company.
• Business owners like our informative articles and blog
• We provide Fortune 500 resources to your individual business.
• We help find the most lucrative exit or liquidation event.

Here are just a few of the things we use:

Profit Improvement ….
I have the experience to view every area of a company see if there are ways to squeeze more profit. Companies use my services and long-term relationships to determine ways to improve present and future profits.

Financial & Strategic Planning ….
The success of any company is dependent upon its ability to look into the future to adjust to ever-changing market conditions. The owner of a company should assume that its competition is making financial and strategic plans to take away its customers. I am experienced to help a business owner in financial and strategic planning.

Cash Flow Projections ….
Business owners call me because their staff has just told them the company is low on cash. This situation is surprising to the owner and takes their eye off the ball. It costs a lot to fix this.

I am a trusted business advisor seasoned at creating cash flow projections. I can train a company’s staff to use proven models to forecast future sources and uses of cash. Cash excesses or shortages are usually predictable. My goal is to help predict the cash and help the business owner become proactive for excesses and shortages of cash.

Timely & Accurate Financial Statements ….
If you have accurate and timely financial statements, you can manage your business and get approved for financing. If you don’t have them, you won’t get funding and you won’t be able to run your business successfully. Its that simple.

Project Management and Process Improvement ….
As a Certified Project Management Professional (PMP), along with my Masters in Management degree, I am armed with great skills and tools to help my clients in many areas beyond finance and accounting. Many times I lead improvement of the processes and project management capabilities within a company, which help them become more effective and efficient.

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Growing businesses often reach a point where they need professional advice or professional management, but don’t need a full-time CFO, COO, CIO, CMO or CSO.

If you’re fortunate enough to be in this position then we have the perfect solution for you. Our Part-Time CXO services gives you a professional executive and manager who works with you to help guide your business to success.

The cost of hiring a full-time CXO can range from $100,000 to over $200,000 per year plus bonuses and benefits. My Part-Time CXO services provides you with experienced support at a fraction of that cost.

Here’s what you get with my Part-Time CXO services…
• More time to focus on new services, new customers and other core business issues.
• Better understanding of the financial side of your business. So you have less surprises and more control over the money.
• Improved decision-making capabilities from clearly seeing the hard and true numbers of your business.
• A readily available sounding board to help you with those tough business decisions and help you clarify your business plans.
• The comfort from knowing that a professional is overseeing, protecting and constantly improving the financial side of your business.
• A professional who establishes strong financial controls in your business to reduce employee theft and increase profits.
• Training and managing your accounting staff.
• Improved quality and timeliness of financial information.
• Budget preparation and monitoring.
• Profitability analysis by service or product line.
• Tax saving strategies.
• Trend analysis and forecasting.
• Assistance in defining long-range plans and the quantification of goals.
• Cash management.
• Liaison with bankers, attorneys, vendors, insurance agents, etc.
• Assistance in obtaining financing from banks, including assistance with negotiations.
• Review/negotiation of insurance policies.
• Development of company accounting procedure manuals.
• Analysis of equipment purchases, expansions, etc.
• Mergers and acquisitions assistance.
• Custom designed collection policies and procedures.