For Corporations

Challenge of Values

Strategy + Service = Profitability

I bring a CFO’s financial acumen and professional commitment to every client encounter. But I don't stop there.

Because sound financial management connects with every facet of your business, I help you identify the deeper organizational challenges—from operations to IT to HR—that may be affecting your profitability.

Then, with sensitivity to your corporate culture, and the earned trust of your employees, I work with you to resolve those challenges. Whether they’re technical, human, or both.

You get immediate skill-based solutions and strategic value—the foundations of long-term profitability.


In-depth financial reporting of past business activity is extremely useful for making management decisions, and can help you find constructive ways to maximize your company's profitability and efficiency. Management, investors, lenders, and taxing authorities also all need accurate, timely statements of your business’s profitability.

Financial reports can be performed at any of three levels of assurance:

  • Audit: an intensive examination with the highest level of assurance
  • Review: some analytical procedures conducted with limited assurance
  • Compilation: based upon information provided by the client, and intended primarily for internal use

As your CFO, I take a leadership role in the reporting process. I will prepare your company for an audit and coordinate the process in an efficient and reliable manner. I prepare internal-use financial reports in accordance with applicable accounting standards for your company. However, I express no independent opinion or any other form of assurance on the underlying information included in those reports.

I provide comprehensive SEC reporting and Sarbanes-Oxley (SOX) certification services for publicly traded corporations—from strategic guidance, to collaboration with your legal counsel and audit firm, to preparation of SEC annual and quarterly reports.

Because I stay up to date on all IRS and accounting regulations, you can rest assured that your organization is in full compliance.

I provide executive-level administrative direction and support for each area of your business operations. I also work hand-in-hand with your board of directors to help develop objectives and strategies that foster your long-term success.

In business situations where there aIn business situations wherere disagreements or disputes, even the most qualified managers can benefit from feedback from an outside financial professional. I guide and influence leadership by identifying the objective components of a particular issue, asking objective, data-focused questions, and facilitating communication at the source of the conflict.

A business can be profitable and still run into trouble due to cash flow issues. I will evaluate and forecast your company's present financial condition, estimate financing requirements, and monitor cash flow sources and uses.

I can help you secure financing for your business or consolidate your current business debt to a more manageable level.

Forecasts and budgets are necessities for effectively leading a business to profitability. You must know what activities and market assumptions have had the greatest impact on your business’s success, and project them into a model for future growth. Forecasts and budgets may also be necessary for preparing grant proposals, seeking additional financing, and evaluating alternative business strategies.

I will prepare an annual and monthly budget that will serve as your financial operating plan. Depending on the scale and needs of your business, I will provide simple projections or complex financial models. You will then be able to monitor your business’s progress by comparing actual performance against this plan.

Well-organized financial processes ensure that your day-to-day business operations run smoothly. I evaluate your current processes from a technological and organizational perspective and recommend effective ways to manage your routine financial tasks.

If necessary, I help you choose and implement the specific accounting system that suits your needs. I also collaborate with legal, insurance, banking, or human resources professionals to establish appropriate administrative systems.

I also educate and mentor your staff to ensure that bookkeeping, payroll management, benefits administration, and other administrative tasks are carried out as efficiently as possible.