Experienced CFO Consultant at NOW CFO, dedicated to empowering businesses with strategic financial guidance and management. I specialize in comprehensive financial oversight, including financial reporting, modeling, forecasting, and SEC compliance. Skilled in enhancing internal controls, optimizing financial processes, and steering companies towards sustainable growth through precise financial strategy formulation. Committed to delivering tailored solutions that meet the unique needs of each client, ensuring robust financial health and operational excellence.

iCoreConnect (NASDAQ: ICCT) is a cloud-based software and technology company focused on increasing workflow productivity and customer profitability through its enterprise & healthcare workflow platform of applications and services. Our software has been intensively vetted and awarded more than 100 agreements among state dental and medical associations.

As an Outsourced CFO at CFO Strategic Partners, I bring a wealth of financial expertise and strategic vision to help businesses thrive. In this role, I oversee a range of critical duties, including financial planning and analysis, budgeting, forecasting, and cash flow management. Leveraging my extensive experience in financial reporting and compliance, I ensure that clients meet regulatory standards and optimize their financial performance. I collaborate closely with executive teams to develop and execute growth strategies, identify cost-saving opportunities, and mitigate financial risks. Additionally, I provide valuable insights and recommendations to drive informed decision-making and enhance operational efficiency. With a focus on delivering measurable results and exceeding client expectations, I play a pivotal role in guiding businesses towards sustainable success.-Financial Management-Financial Reporting-Budgeting-Working with business owners to facilitate business needs-Tax Planning-Audit Facilitation-Treasury Management-Loan Negotiations and Compliance-Strategic Planning

As the founder and driving force behind James A. Adkinson CPA PA, I cultivated a vision that transformed a modest solo venture into a thriving firm with a team of 10 professionals serving over 500 clients. Specializing in outsourced CFO/Controller services for larger clients, I strategically expanded our offerings to include comprehensive tax, audit, reviews, and compilation services. With a relentless focus on delivering top-tier financial expertise and personalized solutions, we became trusted advisors to businesses across diverse industries. Through hands-on leadership and a commitment to excellence, I fostered a culture of innovation, integrity, and client-centricity that propelled our firm to prominence in the market. My journey underscores not just entrepreneurial success but a dedication to empowering businesses with strategic financial guidance and operational excellence.

As a Controller for a Gulf Coast Pharmaceuticals my responsibility was to oversee the financial operations and ensure compliance with regulatory standards. Managed the accounting department, including financial reporting, budgeting, and forecasting. Monitoring cash flow, analyzing financial data, and implementing cost-saving measures are crucial to maintaining the pharmacy's financial health. Collaborated with other departments to develop strategies for revenue growth and cost containment while adhering to industry regulations and best practices. Additionally, played a key role in risk management by identifying potential financial risks and implementing controls to mitigate them. Attention to detail and understanding of pharmacy operations was essential to maintaining accurate inventory records and managing vendor relationships. My goal was to optimize financial performance while upholding the highest standards of quality and compliance in pharmaceutical compounding.

As Assistant Controller at McCarthy Building Company, responsibilities cover a wide range of financial tasks. This includes preparing and analyzing financial statements to ensure accuracy and compliance, assisting in budget development, and monitoring budget performance. Cash management involves overseeing cash flow and reconciling bank statements, while supervising accounts payable and receivable functions and reviewing invoices. Additionally, duties encompass tracking project costs, analyzing budget variances, evaluating project profitability, and providing insights for improvement. Internal controls are established and maintained to ensure policy compliance, alongside tax compliance duties such as tax return preparation and monitoring law changes. Financial systems management involves overseeing systems and providing training and support, while financial planning and analysis support strategic planning and assess investment opportunities. Vendor and contract management include negotiating contracts and monitoring performance, with team leadership encompassing mentoring and conducting evaluations. Ad hoc projects and analysis offer valuable insights, while risk management focuses on identifying and mitigating financial risks and ensuring regulatory compliance.

- Lead audit engagements, ensuring compliance with standards and regulations.- Supervise audit teams, providing guidance and training to ensure effective procedures.- Conduct risk assessments and develop strategies to mitigate audit risks.- Analyze financial statements for accuracy and identify potential irregularities.- Evaluate internal controls and recommend improvements to mitigate risks.- Perform substantive testing and gather audit evidence to support financial assertions.- Prepare comprehensive audit documentation in compliance with firm standards.- Communicate effectively with clients, addressing inquiries and discussing findings.- Ensure adherence to quality control policies and professional standards.- Maintain professional competence through ongoing education and training.- Manage client relationships, demonstrating professionalism and responsiveness.- Participate in staff performance evaluation and provide feedback for development.- Assist in budgeting, monitor engagement progress, and approve client invoices.- Engage in special projects such as due diligence reviews or consulting engagements.- Stay updated on changes in auditing standards, regulations, and legal requirements.