Fractional CFO & Accounting Professional
For over 30 years I have been coming alongside organizations and individuals providing coaching, leadership and expertise in accounting, forecasting and budgeting roles. I enjoy working with small to medium sized businesses to provide timely and accurate financial assistance and accounting solutions. I'm also certified to work with individuals who could use an objective review of their own financial and budgeting challenges.
Beyond general accounting, could you use a Fractional CFO to help streamline monthly, quarterly and annual reconciliations and projections.
Do you continue to ask yourself these questions?
Can we fund our projected growth?
What is my monthly cash flow? How confident am I in my numbers?
Do we have appropriate budgets established?
Can we confidently forecast?
Do we need a strategy to get out of debt?
Do we need to migrate to a new software?
Total experience: 30+ years.
10 years as an accountant in a manufacturing environment
18 years in nonprofit accounting leadership as CFO at a $4M organization
3 years working with nonprofits at a CPA firm
Led numerous individual financial education courses and received leadership training with
Financial Peace University
Budgeting both personal and business
Reconciling bank accounts
General ledger maintenance and journal entries
Balance Sheet reconciliation
Preparation of monthly financial statements
Preparation of documents & schedules for CPA Audit/Review/Compilation
Education and Certifications
Pacific Lutheran University--School of Business: BBA Accounting
Certifications and Leadership Training
Financial Peace University Coach
Butler University, Indianapolis IN
--Leader as Coach: Corporate and Executive Education Program