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Family Owned Company

INITIAL ASSIGNMENT TO PREPARE THEIR FIRST EVER BUDGET AS THEY WERE GROWING FROM $2M TO $9M IN REVENUE

EVENTUALLY REACHED REVENUE OF $35M

ASSISTED IN HIRING AND TRAINING THE ACCOUNTING MANAGER, TRAINED OTHER ACCOUNTING STAFF

PREPARED MONTHLY BUDGET vs ACTUAL REPORTS

PARTICIPATED IN MONTHLY FINANCIAL COMMITTEE MEETINGS TO REVIEW ACTUAL RESULTS, FUTURE PLANS

ASSISTED WITH NEGOTIATIONS WITH THEIR BANK REGARDING THE LINE OF CREDIT

ASSISTED IN DEVELOPING THE COMPANY’S PROFIT-SHARING PLAN FOR ITS EMPLOYEES

SERVED AS A BUSINESS ADVISOR TO THE OWNERS AND COO

TYPICALLY AVERAGED 6 HOURS PER MONTH

SERVED AS THE CONSULTING CFO FOR 7 YEARS UNTIL THE SALE OF THE COMPANY  (INCLUDING ONE YEAR WHEN I CONSULTED REMOTELY FROM NC – THE COMPANY WAS IN CA)

 THE CLIENT INITIATED AN INCREASE IN MY HOURLY BILLING RATE TO THEM, FROM $135 PER HOUR TO $175 PER HOUR