Services

I offer a unique variety of services and resources for family business owners, CPA’s, accountants, and consultants. These offerings are based on my wide-ranging experience as an accountant, financial executive, and management consultant. It is my intention to continually offer new and unique resources in addition to providing training and consulting services either at client’s locations or virtually.

The services I provide are described in the following segments:

The driving force of my practice is business advisory support with advice  founded on establishing solid business processes and effective planning supported by strategic cost management.

Blog

A New Beginning »

Well 2009 is here. Now we have a chance to put the trauma of 2008 behind us and move forward to new beginnings. I already have. My goals are set and I’m moving on to where my dreams are going to take me.2008 was a pretty good year for us. First and foremost was creating [...]

Recession Survival »

How you do survive the worst economic downturn since the great depression? This is a big question. Many people never experienced the depression or even the big recession of 1981 and 1982. I was a controller of a large corporation back in 81-82. This got me thinking about how could I provide guidance to those [...]

Cash Conversion Efficiency »

In these times, cash is king. Achieving better cash flow starts with sales and marketing. A tough economic environment means there are more businesses looking for the same customer. Taking a more aggressive approach to finding more sales leads that can be converted into sales is a critical component to increasing your cash flow. You [...]

The Reality of IFRS »

I am sure many CPAs have seen IFRS and heard there was going to be a convergence from Generally Accepted Accounting Principles (GAAP) to international accounting standards. But how many of them realize the magnitude of what lies ahead? I was involved in teaching SOX and internal control standards under Section 404. This gives me [...]

Succession - Planning for the Future »

One of the key components of succession planning is deciding where the business should be going and who is going to provide the necessary leadership. This process is a double edged sword. It involves planning for both owners as well as the business. Things can get pretty emotional in family-owned businesses. Accordingly, it is very [...]

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