As a long-time resident of the Sacramento area, I transferred here in 1983 with a then prominent "big 8" accounting firm where I audited small and medium sized businesses for 6 years. In that time, I became a CPA and have since focused my career on small business, both as an in-house CFO and an outside consultant. Overall, my 30 year career includes 15 years in public accounting and 15 years in private industry.
My private industry and in-house CFO experience includes 4 years in real-estate development / homebuilding, 8 years in manufacturing, and 3 years in software development/staffing. The 15 years of public accounting and consulting experience covers a vast range of additional industries including:
- Wholesale Distribution
- Software Development
- High Tech Manufacturing
- Wireless Product Development/Cell Tower Site Engineering, Permitting, Construction & Product Sales
- Commercial and Home Building Development & Construction
- Commercial and Mortgage Banking
- Insurance
- Fuel Distribution
- Banking
- Mining
- Farming
- Food Processing
- Retail
- Catalog Sales
- And Various Other Service Industries
In addition to the above company and industry experience, I have been involved in every aspect of financial management from start-up, high-growth, downsizing, and business turnarounds including financing and emergence of a client from Chapter 11. Financing experience includes writing business plans, creating bank packages, raising capital, arranging bank financing, managing banker and investor relationships, and all of the related reporting requirements of bankers and investors on a prospective basis.
In every case, the most effective approach has been to implement the Real-time Cashflow Management System, after helping the accounting department ensure accurate financial statements. Essentially, 30 years of experience provides the solid foundation for evaluating a company's business formula and helping an owner understand if that formula is going to achieve their long-term business and financial goals. That approach is supplemented by the ability to arrange financing, assist in mergers and acquisitions, and financially analyze most areas of the business.
