Dawn Davis

Background

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?

Experience

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

Expertise

• 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