How I can help you
I am a CPA with 49 years experience in business. After six years with a public accounting firm, I was a Chief Financial Officer in five different healthcare organizations. In my 21 years as a CFO, I gained expertise in areas such as Operations, Risk Management, Insurance, Data Security, Supply Management, Real Estate management and Strategic Planning. Although this experience was in a healthcare setting, it gave me well-rounded expertise in areas common to many businesses. In 1996 I gave up my last CFO position and started my own consulting practice from scratch. This required me to find customers, perform services, collect fees and all the other things that are required in a small business. Once I established a proven need for my services and a customer base, I began hiring a staff and expanding the business. Using networking and personal contacts, I developed a marketing plan and learned how to sell (something that did not come naturally to me). By the time I sold my business in 2017 I had a staff of 50 professionals and more than 400 hospital clients. Along the way I had to wear many hats as a business owner. In addition to ongoing operations, I developed a new line of business that no one had ever tried before. This gave us a sustainable advantage over the competition. I had to train a business development staff and hire a group of Client Executives. My prior experience in strategic planning contributed to success of the business. I also became in expert in Quickbooks, used by many small businesses. I believe I can help clients in the areas of Accounting and Finance, Operations, Marketing and Strategic Planning. I have considerable experience with business plans, financial projections, preparation of loan packages, etc. for existing businesses who are seeking financing or re-financing.
Areas of Expertise
- Accounting & Cash Flow
- Business Plans / Startup Assistance
- Financing / Capital
- Strategy & Planning
- Professional, Scientific, & Technical Services