John Caughell Email & Phone Number

Clovis, Ca, Us

Poway, Ca, Us

Primary duties include communicating with current and prospective clients about firm services and problem solving abilities. Maintain website, create content, provide educational webinars to assist key decision makers and influencers in making effective decisions.As association accounting director, responsible for understanding complex business transactions, conducting research, preparing position papers and presentations on available options and providing recommendations and presenting findings.

Originally hired to provide technical skills for complex financial statement attest services and preparation of corporate and pass-through entity tax returns. Approached by firm management to create and present education materials for clients and prospects in a monthly face-to-face presentation. Conduct research on complex business issues, create PowerPoint slideshows and speak to an audience of approximately 30.Asked to provide technical review of financial statements and complex individual and corporate returns to ensure compliance with firm policy and professional standards. Train staff on effective work flow and work completion processes.

Originally engaged as a part-time controller for growing company. Asked to join full time in 2014. Assisted owners in strategic planning to grow firm profitably through targeting specific market segments previously ignored. Identified cost savings opportunities as well as new revenue possibilities, presented these opportunities to owners and management team to facilitate buy-in on strategy and direction.Streamlined accounting process to enable the repurposing of a bookkeeper to a more effective role in company. Provide weekly updates to department managers to assist them in meeting goals and objectives. Manage all business information. Design new data capture processes to streamline decision making and ensure compliance with business rules. Plan for and manage the efficient use of Company resources to help owners meet their goals.Work closely with and provide support to Company's sales department. Implement and review CRM data to help win contracts with customers. Assist in negotiating bank loans to support business growth.

Originally requested to assist owners in creating a new-to-market strategy for cloud-based servers for small business. Designed business plan, created budget and engaged with sales network to grow sales opportunities. Provided weekly and monthly updates to team and owners to manage progress against plan. Assist in several pivot decisions to better position company to grow profitably.Assisted owners in pivoting to a cloud consulting firm after analysis and research on market trends and competitive factors.

Us

Business, accounting and finance planning for small business through an outsourced controller-CFO role. Help business owners and management teams identify opportunities to improve profitability through leveraging existing business and exploring new sales opportunities.

Originally hired to review financial statements and tax returns for compliance with firm policy and professional standards. Detailed research of complex accounting and tax situations. Assist firm ownership with client retention and engagement acceptance decisions. Asked to manage staff in addition to technical reviewer position. Assisted in staff development and training by helping team understand strengths and enabling them to grow successfully. Asked to assist in client and business development. Worked with prospective clients and referral sources to help them get to know, like, and trust Golden & Company and our system to allow the firm to become a valuable partner in their business growth.

Staff accountant and accounting wizard.

Staff Auditor

Certificate, Lean Six Sigma

Certificate, Six Sigma Green Belt

Bachelor Of Science (B.S.), Accounting And Business/Management