It’s so much more than the numbers.
A bona-fide controller transforms the bookkeeping function into a value-added resource and integrates the department into the rest of the company providing useful knowledge and feedback. Bookkeeping becomes no longer merely perceived as overhead. Rather, it becomes an integral component of operations, providing timely feedback and insight in current and future operations.
With experience and skills in team building and collaboration, I am that bona-fide controller and have experience in many industries including: manufacturing, sales, retail, distribution, medical, banking, transportation, faith, education, construction, entertainment and hospitality.
I started my career with a regional Certified Public Accounting firm in the accounting department, and subsequently became Controller/CFO with a manufacturing/distributor in the conveyor industry. I also served as the Accounting Manager for a $50 million organization where I was responsible for several key divisions. During my tenure, I reorganized the company’s accounting system and improved the quality of accounting enough to enable budgeting for the first time in its history.
As either the part-time Controller or CPA, I have guided two companies (one in trucking and the other in wholesale distribution) out of the asset-based work-out group lending departments of their banks by developing financial plans, helping control costs, improve financial accounting and vastly improved communication with their lenders. Both companies were able to remain in asset-based lending for several years (compared to the typical getting kicked out in six months!) and return to the conventional side of the bank lending process.
Putting It All Together
I have integrated my real-world experience to create a CPA-based accounting support company utilizing technical innovation and a proactive approach. I can help you put the power of accounting software and financially forward thinking into your business, helping you increase your profitability.