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
If you’ve got some issues or questions you’re not sure about, let’s sit down and have a cup of coffee.