• 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

Senior engineer communicating with young worker while visiting industrial facility.

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