More than a trusted financial consultant, part of your leadership team

I have been fortunate over the last 25 years to combine my passion for operations with my certification in accounting for two leading agricultural companies. I have had my CPA licenses since 1994 and have been building on that platform to make packaging and marketing decisions in the Florida produce sector. I have been President & Financial Officer for a Grower, Packer, Shipper & Marketer with annual gross revenues exceeding $45,000,000. I am confident that I can add value to your operational leadership & financial team.

Many small and mid-sized organizations employ a bookkeeper or controller who maintains the financial system and records transactions in an accurate and timely manner. The CPA produces the tax returns and some basic performance analysis quarterly and at year-end. However, this leaves a significant gap in terms of the information and management reporting available.

The answer is to bring in a qualified Operational CFO to work closely with the CEO or business owner. The CFO must embrace the vision, but also translate this into the operational and financial framework to achieve success. Dealing effectively with stakeholders is another key function. This includes managing expectations, presenting financial information, and understanding the varied and legitimate interests of owners, creditors, and lenders.

A full-time Operational CFO may be a luxury few small businesses can justify. A feasible and recommended alternative to a full-time resource is a fractional Operational CFO. This has the advantage of bringing a senior-level financial expert to the table but at a fraction the cost of a full-time resource. A fractional arrangement can work well indefinitely, and right up until a full-time CFO is needed.