Small-Business-CFO

Small-Business-CFO I am a CPA (North Carolina), MBA and CGMA with considerable experience in a full range of companies. I provide CFO-level support to small businesses.

My specialty is internal company financial roles. For the past four years, I have provided CFO level support to a variety of clients:

• Controller for a software company where I am providing the financial input to help the owners double their business.
• Working with new entrepreneurial businesses to get them up and running, including development of financial models for presentation to potential investors.
• Controller for a manufacturer and distributor of Automobile protection products where I partnered with the CEO to double business volume and make this start-up company profitable.
• CFO for an electronics supplier and tortilla manufacturer.
• Reconstruction of financial statements and forensic cash analysis for two realty agencies and a sports injury doctor.
• Due diligence reviews for the purchase/sale of three different entities.
• Controls review and budgeting for two non-profit organizations.
• Application for 501c-3 status for a non-profit organization.
• New General Ledger systems implementation for two clients. Industries served include manufacturing, distribution, technology, real estate, non-profit, service, retail, medical and agriculture. My prior corporate experience includes five years as CFO for a forensic accounting firm ($350 million recovered, managed and distributed to bilked investors), seven years as Vice President and CFO for a mid-sized, privately held Apparel Company and seventeen years with Sara Lee Corporation domestic and international apparel divisions in positions of increasing financial responsibilities. Software Proficiencies:

• Microsoft Office
• Great Plains
• Solomon
• QuickBooks Pro/Enterprise
• Sage Peachtree
• FRX
• ERP Systems

Specialties:

Cash Management,
Chapter 11 Bankruptcy,
Financial Planning,
Financial Reporting and Analysis,
Cost Accounting,
Accounting systems and procedures,
Reconciliations

*licensed in North Carolina

An interesting article … Why many business mergers disappoint.
11/01/2019

An interesting article … Why many business mergers disappoint.

It's not uncommon for a seemingly well-designed merger to fail miserably. Knowing pain points can help you avoid mistakes that derail many deals.

A good article regarding how to maintain employee HR files.
05/06/2019

A good article regarding how to maintain employee HR files.

In this Tip, we answer frequently asked questions about personnel files.

Very important information for those who stand to inherit IRA's
02/28/2019

Very important information for those who stand to inherit IRA's

Over the next 25 years, baby boomers will pass to their children a mind-boggling $68 trillion — the biggest generational wealth transfer ever. Here's how those lucky heirs can keep the taxman at bay.

A good bet this has happened to you one or more times. I always save a back up for my spreadsheets.
12/26/2018

A good bet this has happened to you one or more times. I always save a back up for my spreadsheets.

Have you recently experienced the broken file error in Microsoft Excel? Here is the most effective way to recover a "Broken" file in Microsoft Excel.

A great and accurate article.
09/13/2018

A great and accurate article.

Political polarization, populism and protectionism suggest the next crisis will be met with far less political will than the last.

Very accurate article. Inventory can grow out of control in a hurry which ties up precious cash needed to run the busin...
09/13/2018

Very accurate article. Inventory can grow out of control in a hurry which ties up precious cash needed to run the business - small and large businesses.

Skoda Minotti shares insights on the inventory turnover ratio and its critical role in boosting efficiency for manufacturing and distribution businesses.

A very interesting video about Social Security. Bottom Lline, it is not going away when the Trust fund is exhausted.
04/18/2018

A very interesting video about Social Security. Bottom Lline, it is not going away when the Trust fund is exhausted.

Here's why clients shouldn't be worried that Social Security will completely disappear.

02/02/2018

The new tax law changes the rules regarding meals and entertainment expenses

Please check your computer settings and make sure this function is turned off. If not, Microsoft can be spying on you.
07/08/2017

Please check your computer settings and make sure this function is turned off. If not, Microsoft can be spying on you.

Windows 10 can not only record your every keystroke, but it can also record your voice as you talk.

A good article for cost controls.
06/01/2017

A good article for cost controls.

What are the five core business costs and how can they help free up needed cash to fuel growth initiatives for growing businesses?

Be careful when guaranteeing bank loans to your S Corporation. Discuss the proper structure with your Tax CPA first,
05/16/2017

Be careful when guaranteeing bank loans to your S Corporation. Discuss the proper structure with your Tax CPA first,

The Tax Court held that an S corporation shareholder could not claim losses from several wholly owned S corporations due to insufficient basis.

Interesting article from Skoda Minotti regarding preventing fraud at small non-profits.
03/25/2017

Interesting article from Skoda Minotti regarding preventing fraud at small non-profits.

Many of us volunteer our time on behalf of a charitable organization. However, nonprofit organizations can easily fall prey to fraud due to the lack of internal controls and financial oversight.

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Tampa, FL
33625

Telephone

+18132052691

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