When I work with you, I consider you a partner. And I begin each partnership by asking: What are your immediate needs? What are your deeper challenges, and why? How can I help you solve problems creatively and effectively? Then, I offer guidance based on years of advanced training, technical expertise, financial acumen, and hands-on experience.
We start with an initial meeting, either over the phone or face to face. I’ll gather information about your company, the financial challenges you are currently facing, and what you would like to accomplish in the future. From this, I can determine whether we should take specific action right away, or whether we need to do more investigation first.
Why? Organizations are complex entities that involve numerous systems, processes, and people. During our first meeting, we may uncover some clues to what's holding back your profitability, but usually we need to work together for some time before we get to the heart of the matter. Once we have clearly identified the problem, I can then recommend appropriate, effective action.
My role is much like an in-house CFO or controller. I provide the necessary leadership, guidance, and concrete deliverables to improve your company's financial future. Because profitability is tied to other aspects of business, such as marketing, technology, or human resources, I often recommend improvements or additional consultation in these areas, as well.
I mentor existing staff or help you find new staff to carry out day-to-day data entry, bookkeeping, and accounting tasks. I can step in during a crisis and ensure that these tasks are performed; however, it is more effective for routine tasks to be delegated to a member of your office staff.
I am based in Madison, Wisconsin, but partner with companies across the state and the nation.
For local and regional clients, face-to-face work usually takes place at your office or at a third-party location. I supplement our in-person meetings with frequent phone and e-mail communication.
For long-distance clients, I am happy to discuss a "virtual CFO" relationship and/or travel to your offices at no charge when necessary.
I can be reached almost any time via telephone or email.
Because I know how busy my clients are, I offer as much schedule flexibility as possible. I manage my time around your company's needs and rhythm. We meet when it is convenient for you, and I make plans to come onsite when it makes sense to do so. Weekly or monthly set schedules are also an option if that is preferable and practical for you.
If requested, I can provide a project estimate; however, the scope of the project is often unknown at first. For that reason, I generally don't charge for the initial period of time while we are getting to know one another and defining what needs to be done.
If we develop a long-term relationship after our initial project is completed, I usually suggest establishing a part-time salary that I bill monthly. This salary is negotiated at the time it is created, and can be revisited and changed as needed.
I am a certified public accountant (CPA) who has provided strategic financial leadership for corporations, small businesses and individuals.
I’ve served clients for a national accounting firm, been a partner at a regional accounting firm, and been the CFO of a venture-backed high-tech company.
I’ve worked in a variety of industries, including manufacturing, construction, energy, technology, healthcare, hospitality, and not-for-profit service.
I have extensive experience with accounting and financial management, audit management and business mergers. I also have expertise in: