Every Client is a Strategic Partner

I provide outstanding guidance and commitment to help clients attain financial success.

ZBB Energy Corporation

ZBB Energy Corporation is a publicly traded company that designs and manufactures energy storage and power control platforms to enable integration of renewable energy sources.

Will served as ZBB Energy’s controller, corporate secretary, and director of finance.

He managed the company’s financial, accounting and reporting functions, and prepared financial analyses of operations for the guidance of management. He supervised general accounting, inventory accounting, cost accounting, accounts receivable, accounts payable, payroll, and budgetary controls.

In addition, Will prepared and reviewed external filings with the Securities and Exchange Commission, prepared short- and long-term financial projections, performed merger and acquisition due diligence and analysis, and maintained all corporate minutes, stock option plans and agreements.

Will also led special projects to streamline and improve reporting processes, and assisted with finance compliance efforts as necessary

Will has been invaluable at getting all of the areas of the company up to compliance. He’s gotten all of our financial programs, including stock options, organized and administered properly.

Not only does he execute all of the company’s financial functions, he prepares key accounting input to the board of directors.

There is a considerable amount of financial management work associated with a public company. Will is a very hard worker and a key member of the management team.

—Eric Apfelbach, President and CEO

Imago Scientific Instruments

Imago Scientific Instruments manufactures state-of-the-art scientific instruments, including LEAP®, an innovative atom probe microscope.

When the company lost its financial manager, its outside accounting firm suggested they contact Will for interim financial management.

Will’s contributions to Imago consisted of end-of-month financial review and analyses and annual business planning. Supported by an interim accountant, Will provided senior-level analysis, tax implication guidance, and “what-if” scenarios to Imago’s president and board of directors. He worked within Imago’s existing systems and procedures, but also suggested improvements to help the company grow and prosper.

As Imago transitioned from a small research and development company to a larger, product-oriented commercial enterprise, Will helped Imago evaluate candidates for a full-time CFO position, and continued to provide transitional financial support.

What I appreciate most about Will is that he’s extremely responsive and timely. He stays in contact all the time, and always delivers when he says he will.

He has all the technical skills and required in a CFO, and a strong understanding of the strategic financial issues facing our company. He’s a clear thinker, and he’s made great contributions during this transition.

—Timothy Stultz, PhD, President and CEO

Terso Solutions

Terso Solutions, a subsidiary of Promega, provides RFID-enabled inventory management solutions for manufacturers, hospitals, and laboratories.

Will first began working with Terso shortly after its launch, helping the company establish its QuickBooks accounting system.

A year later, Joe Pleshek, Terso’s new president and CEO, contacted Will to provide strategic financial advice specifically related to profit and loss statements and cash flow. Later, when Terso’s regular accountant took a leave of absence, Will stepped in again to manage the company’s day-to-day accounting. He also advised the company in its search for a full-time controller.

One of the biggest values that Will offers is a deep understanding of QuickBooks: what it does well and doesn’t do well. He also makes contributions at multiple levels, switching from high-level advisement to daily tactical tasks with ease.

Finally, I appreciate his flexibility: he allows us to define how and when we need his engagement.

— Joe Pleshek, President and CEO