CFO and Controllership - Financial and Cost Management Guidance for Small and Mid-Size Businesses


Get high level financial management and controllership support for your business without hiring a full time executive. Get the advice and support you need at a price that’s affordable. You decide what you need and I develop a program that fits your budget.

Improve bottom-line profitability and cash flow using the same techniques employed by larger companies. Expand the capability of your existing team without adding the cost of a full time financial executive. Even if you could afford a professional CFO or Controller, could you find a trained and experienced financial professional? We are located in Montrose on the western slope of Colorado.

Areas of Expertise:
Budgeting
Development of Strategic and Long-Range Business Plans
Cost Accounting
Pricing
Strategic Cost Analysis
Financial Statement and Accounting Presentation
Succession Planning and Transition
Management Development and Training
Performance Measurement
Streamline and Improvement of Business Processes
Internal Control
Financial Policies and Procedures
Supply Chain Management
Inventory and Production Management
Customer Value Propositions
Sales and Marketing

I have experience in manufacturing, distribution, retail, service, medical practices, dental practices, construction, non-profit,  and government.

Gain a competitive advantage by utilizing financial expertise not available to your competitors. You can take advantage of and access the same knowledge and skills used by the best MBAs in the country. Take your business to the next level.

I utilize time tested management techniques to Build Business Value. Whether you need a tune up, a turn around, or have a crisis; we can help. My years of experience as a financial executive and a consultant can help get your business on track. You get proven professional advice from someone who has worked with and helped hundreds of businesses. Give me a call to explore opportunities to improve your business.


Blog

Challenging Uncertainty »

Recently, I have written about defining the future, being unemployed, and underemployed. Having a good insurance policy on avoiding these difficult challenges would be a good idea. However, buying a policy off the shelf from your insurance agent just isn’t an option. One way to cope with challenging situations emerged from some words of wisdom from [...]

Defining the Future »

Everyone has their own perspective and method of doing things. The same is true of organizations. This is known as culture. Another term to describe these beliefs, habits, and traditions is known as paradigms. Paradigms are frequently so deeply rooted and ingrained that they become barriers to a person’s ability to see new ideas and [...]


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