That’s the type of professional you can expect when you work with us.
Roles: Interim CFO, technical accounting research, SOX, ERP implementation lead
Background: CPA, CGMA | Interim management
Expertise: Relevant accounting, financial leadership, financial consulting
Industry Experience: Manufacturing, direct marketing, hospitality, construction
Your Pro: “I adapt quickly to establish credibility and step into our clients’ work environment seamlessly.”
Roles: Interim CFO, SEC reporting, interim controller, internal audit
Background: CPA | Financial reporting, SOX compliance, strategic planning, project management, modeling and process re-engineering
Expertise: Finance, accounting, internal audit & compliance, tax, operations
Industry Experience: SEC, nonprofit, consumer goods, manufacturing, healthcare, telecommunications, biotechnology
Your Pro: “I leave no stone unturned to ensure clients stay transparent and compliant.”
Background: B.S. | Public and private accounting experience in managerial, tax, fund and cost accounting as well as 3+ years at a nonprofit redesigning processes and working with government grants
Expertise: Varied field accounting experience working with business owners and staff to improve processes, address day-to-day concerns, fully utilize software systems, and tackle strategic planning and other projects
Industry Experience: Service, sales, manufacturing, construction, affordable housing, trucking, agriculture, medical practice, restaurants, automotive
Your Pro: “There’s always a way to help people work smarter, or make a system run more efficiently. My job is to find it.”
Roles: FPA, data analytics, sales and use tax compliance
Background: MBA | 20+ year financial professional
Expertise: Forecasting, revenue/gross profit analysis, process documentation, sales/use tax and property tax submissions, Excel modeling
Industry Experience: High-tech, manufacturing, bio-tech, communication equipment, energy, nonprofit
Your Pro: “I thrive on creating order from chaos.”
Roles: Fractional CIO, interim CIO, executive management, IT merger and acquisition management, project management
Background: MBA | 30+ years IT and business experience
Expertise: IT strategy, planning, ERP implementation, software selection, quality assurance, project management, information security, strategic planning, contract negotiations and organization development, business analysis
Industry Experience: Automotive, construction, consumer packaged goods, defense, insurance, financial, healthcare, hospitality services, nonprofit, manufacturing, pharmaceutical, retail
Your Pro: “I will provide you with a good balance of skills, strategy and communication to benefit your company and set you on the right course for your future.”
