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I offer over 30 years of expertise and proficiency in corporate and individual accounting, tax management, business advisory, strategic planning, and effective cash flow and asset/liability oversight. My objective is to adeptly apply tailored strategies and industry-leading methods to enhance your business efficiency and financial gains. A fundamental aspect of my approach involves guiding business proprietors towards their primary specializations, transforming hurdles into opportunities through collaborative problem-solving.

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.

Mark has a resume of higher education. He has achieved an accounting degree from the University of Michigan and a Master of Accounting from Walsh College.

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.

Industries served

Experience With These Services:

QuickBooks (and other accounting software) training and support

My comprehensive support services cater to individuals and businesses seeking to harness the full potential of accounting software, including QuickBooks and other leading platforms. My expert-led training sessions are meticulously crafted to empower users at all skill levels, from beginners to seasoned professionals. I offer hands-on guidance to navigate the intricate functionalities of these software, ensuring participants gain confidence in utilizing features for streamlined financial management. I stand ready to address queries, troubleshoot issues, and provide timely assistance, ensuring a seamless experience as you integrate these powerful tools into your business operations. With my training and support, you’ll unlock the true capabilities of accounting software, optimizing your financial processes and propelling your business towards greater success.

Tax preparation (business and personal)

My comprehensive tax preparation service encompasses both business and personal spheres, ensuring that your financial obligations are expertly managed. For businesses, I will navigate the intricate landscape of tax regulations, leveraging my understanding of the ever-evolving tax codes to optimize your tax position. Whether you’re a sole proprietorship, partnership, or corporation, I tailor our approach to your unique needs, identifying deductions and credits that can maximize your returns. On the personal front, I recognize that each individual’s financial situation is distinct. As an experienced professional, I work closely with you to uncover potential deductions, exemptions, and credits, all while ensuring full compliance with tax laws. With my tax preparation service, you can confidently entrust me to handle the complexities, minimize your tax liability, and provide you with peace of mind during tax season and beyond.d

Cash flow management (loans, assets/liability management and structuring)

My Cash Flow Management service is designed to provide comprehensive assistance in optimizing your financial operations. With a keen focus on loans, asset/liability management, and strategic structuring, I ensure that your business maintains a healthy and sustainable cash flow. I will work closely with you to assess your financial needs, identify opportunities for improvement, and tailor effective solutions that align with your specific goals. Whether it’s finding the most suitable loan options, skillfully managing your assets and liabilities, or implementing sound financial structures, my service is dedicated to enhancing your financial stability and fostering long-term success.

Restructure accounting department, more efficient and capable

Revamping the accounting department is a strategic move aimed at optimizing our financial operations. This restructuring involves a comprehensive analysis of our current processes, resources, and objectives. By redefining roles and responsibilities, streamlining workflows, and integrating advanced accounting technologies, we aim to enhance accuracy, efficiency, and overall productivity. This transformation will enable us to adapt more swiftly to industry changes, ensure compliance with evolving regulations, and provide timely, data-driven insights for informed decision-making. As we restructure the accounting department, our goal is to establish a dynamic and adaptable framework that can effectively support our company’s financial health and future growth.

Cost analysis in all departments and company-wide

Conducting a comprehensive cost analysis across all departments and company-wide services is a pivotal exercise that drives informed decision-making and strategic resource allocation. By meticulously examining the expenses associated with each facet of the organization, valuable insights are gained into expenditure patterns, inefficiencies, and areas of optimization. This process entails a meticulous review of direct costs such as raw materials and labor, as well as indirect costs including overheads and administrative expenses. Moreover, a company-wide cost analysis facilitates a holistic understanding of how resources are allocated and shared, enabling leaders to identify synergies and potential cost-saving opportunities that might not be apparent at the departmental level alone. Ultimately, this thorough evaluation equips the company with the knowledge needed to streamline operations, enhance cost-efficiency, and foster a culture of financial prudence across all levels of the organization.

Budgeting and forecasting process and reporting, including variance analysis

Delving into the realm of financial management, the Budgeting and Forecasting Process and Reporting, alongside Variance Analysis, play a pivotal role in steering businesses toward fiscal success.

Budgeting and Forecasting Process:

The Budgeting and Forecasting Process entails crafting a comprehensive financial roadmap that outlines projected income, expenses, and capital allocation for a specific period. This strategic planning process involves meticulous examination of historical data, market trends, and internal operations. By amalgamating these insights, businesses can anticipate their financial trajectory and allocate resources optimally. Budgets serve as dynamic tools for decision-making, aiding in resource allocation, setting targets, and aligning actions with objectives.


Forecasting delves deeper into the future, aiding organizations in predicting potential financial scenarios. Utilizing advanced modeling techniques, statistical analysis, and qualitative inputs, businesses can develop forecasts that consider various outcomes and assist in proactive decision-making.

Reporting and Variance Analysis:

Reporting is the cornerstone of financial transparency. Regular and accurate financial reports provide stakeholders, including management, investors, and creditors, with insights into a company’s financial health and performance. These reports include essential elements such as income statements, balance sheets, and cash flow statements.

Variance analysis, a crucial component of reporting, involves comparing actual financial results against budgeted or forecasted figures. This analysis highlights deviations and identifies the underlying causes, whether they stem from internal inefficiencies, market shifts, or unexpected events. Variance analysis empowers organizations to fine-tune their strategies, allocate resources effectively, and enhance decision-making processes.

In conclusion, the Budgeting and Forecasting Process, coupled with comprehensive Reporting and thorough Variance Analysis, form a trifecta of financial management. These practices empower businesses to navigate the complex financial landscape, make informed decisions, and adapt swiftly to changing circumstances. By embracing these practices, organizations can chart a course towards sustainable growth and improved financial performance.

Debt structuring and loan package requests

Debt structuring and loan package requests constitute pivotal components within the realm of financial management. Debt structuring involves the strategic arrangement of financial obligations, aiming to optimize repayment terms, interest rates, and overall debt burden. This process ensures that the organization’s financial resources are utilized efficiently while maintaining a manageable debt load.

On the other hand, the formulation of a loan package request is a meticulous endeavor that requires a comprehensive understanding of the organization’s financial standing, future projections, and specific funding needs. Crafting a persuasive loan package entails presenting a compelling business case, detailing how the borrowed funds will be utilized to generate value and facilitate growth. Lenders scrutinize these requests to assess the borrower’s creditworthiness, repayment capacity, and the alignment of the proposed loan with the organization’s goals.

Both debt structuring and loan package requests demand a judicious blend of financial expertise, strategic thinking, and effective communication to secure optimal financing terms and support the organization’s financial objectives.