CPA with over 30 years of progressive experience functioning as CFO and Controller with broad exposure to a diversity of accounting, finance and operations functions, providing the following accounting management services to clients:
* Startup venture pitch decks, business plans, and financial projections
* Reviewed and balanced pro-forma financial statements for Startengine.
com that helped raise $17M in crowdfunding in 2015
* Specialize in startups - ecommerce, service, distribution, healthcare and NFP
* Establish legal entity formation with federal and state tax ID's and state sales tax licensure
* Select accounting system, implement and establish chart of accounts
* Provide remote bookkeeping services from CPA firm affliate
* Document accounting policy/procedure manuals, desk procedures and establish internal control, flowchart business processes, if in-house accounting team is selected
* Inventory management expert in perpetual inventory systems
Industry experience includes:
* 14 years of non-profit 501(c)(3)
* 4 years of healthcare
* 8 years of service, retail, distribution and jewelry manufacturing
* 4 years of internet startups
* 3 years of oil and gas exploration and production
$75 hourly consulting rate
Profile and endorsements on LinkedIn.
com
Contact for free consultation
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