Eric Josovitz

Eric Josovitz Email and Phone Number

The High-Growth CFO | Founder of AdaptCFO, the Strategic Accounting Firm for Fast-Growing Small and Mid-Sized Businesses @ AdaptCFO
Eric Josovitz's Location
Atlanta, Georgia, United States, United States
About Eric Josovitz

AdaptCFO is the strategic accounting firm for founders at fast-growing tech, healthcare, and service companies.We understand your unique challenges as you scale. You’re focused on getting customers, delighting them, and keeping them coming back. But you’re stuck in the weeds with finance—dreading month-end, updating books, and preparing another forecast for investors.You’ve probably talked to a few CPA firms or bookkeepers. But they don’t get you. Their advice is cookie-cutter, focused on minimizing risk, while you’re thinking big.At the same time, you’re tired of doing it all. You’re stuck managing cash flow forecasts, budgets, paying invoices, and following up with customers. Complex projects like fundraising, mergers, and acquisitions get pushed aside.Not anymore.We handle everything you hate—10 times better and faster. We’re a full-service accounting firm that wants you to grow fast. From startup to scale-up to exit, AdaptCFO is your bookkeeper, controller, and CFO in one friendly package.Through our years of supporting fast-growing companies, we’ve built proprietary processes, honed with automation and AI, delivering accurate financials in a fraction of the time and cost. Clients see up to 85% savings.You’ll get your month closed on autopilot within 10 business days. Better decisions, faster. Trust your financial data and turn it into a tool, not a burden.And even better, we can also handle all your controller work: sending invoices, collecting payments, managing payroll—seamlessly. You sleep better while we take care of the details.Finally, with our CFO advisory services, we actively identify cost-saving opportunities and unlock growth potential. From reviewing your budget to planning how to buy out your biggest competitor, we’re with you every step of the way.We’ve helped clients through fundraising, complex shareholder buyouts, and M&A transactions, supporting companies like PrizePicks from startup to $3B in annual revenue.Finance isn’t just about numbers—it’s a tool to fuel your vision.If this resonates, schedule a call with our team, and we’ll create a free Financial Growth Plan that outlines your next level.

Eric Josovitz's Current Company Details
AdaptCFO

Adaptcfo

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The High-Growth CFO | Founder of AdaptCFO, the Strategic Accounting Firm for Fast-Growing Small and Mid-Sized Businesses
Eric Josovitz Work Experience Details
  • Adaptcfo
    Founder & Ceo
    Adaptcfo May 2018 - Present
    Atlanta, Georgia, Us
    AdaptCFO is a strategic accounting firm for founders of fast-growing tech, healthcare and service companies under 100 employees.Our proven model has resulted in:+ Revenue growth 1,000,000x ++ Gross Margin improvement of 10% ++ EBITDA from operating at a loss to profitable+ Multiple acquisitions+ Fundraising over $25mm+ Building functional teams
  • Atlanta Ronald Mcdonald House Charities
    Member Of The Board Of Advisors, Finance & Investment Committee And Development Committee
    Atlanta Ronald Mcdonald House Charities Aug 2020 - Present
    Atlanta, Georgia, Us
    Elected as a member of the ARMHC Advisory Council and serving on the Finance & Investment Committee and Development Committee of the Board of Directors.Atlanta Ronald McDonald House Charities gives a family with a sick child what they need most — each other. Atlanta RMHC provides necessary assistance to allow families to focus on the medical care of their child.
  • Manifest Pharmacy
    Vp, Pharmacy Operations & Finance
    Manifest Pharmacy Apr 2021 - Present
  • Marketwake
    Fractional Cfo
    Marketwake Dec 2023 - Present
    Atlanta, Georgia, Us
  • Prizepicks
    Fractional Cfo
    Prizepicks Jul 2018 - Aug 2023
    Atlanta, Ga, Us
  • Encompass Rx
    Finance Manager (Acquired By Cvs)
    Encompass Rx May 2017 - May 2018
    Atlanta, Ga, Us
    - 1st level business partner for the preparation of monthly analytic trends: + Recurring monthly trends for Regional Sales Directors, VP of Sales/ Payer Relations/ Trade Relations, CEO's & COO. ~ Profitability by Plan, Drug, Disease State, Provider, Provider Groups, Regions. + Ad hoc Trends for Drug Profitability, Wholesaler contract changes. + Initial Ad oc analysis for new pro formas for strategic or market changes + Specialty vs NonSpecialty Drug Analysis- Provide ad hoc analysis to support vendor relationships, contracts, and market strategy.- Lead FTE Productivity review and analysis for Operations- Review local city and county tax compliance with Senior Accountant.- Review and ensure the timely completion of local and state business registrations with the Senior Accountant.- Manage day-to-day responsibilities of staff analyst/finance interns.- Work with Co-CEO to analyze and report 340B claims activity for payment and processing.- Work with CFO to prepare base analysis for the annual budgeting process.- Primary business partner with regional sales directors + Lead monthly 1:1 monthly customer meetings with Sales Directors on regional reporting, understanding changes in the market and partner with the sales director in their region. + Focus Sales Directors on key trends critical to market performance.- Review monthly Balance Sheet reconciliations and P&L summary analysis- Work with Senior Accountant and AR Coordinator to review the reporting and status of past due Health Plan and Patient AR, and ensuring the reduction of the overall AR Aging.- Develop and maintain AR General Reserve methodology based on aging categories and plans.- Presentation to the executives & owners on the monthly financial performance of the company.
  • Trendkite Influencer Management
    Finance Manager
    Trendkite Influencer Management Aug 2016 - May 2017
    Atlanta, Ga, Us
    Acquired by TrendKite
  • Trendkite Influencer Management
    Senior Financial Analyst
    Trendkite Influencer Management Feb 2016 - Jul 2016
    Atlanta, Ga, Us
    Insightpool, the Predictive Word of Mouth Marketing Suite, is revolutionizing word of mouth marketing through data powered social solutions. Insightpool’s data science and insights drive effective consumer targeting, messaging and activation at scale that drives real ROI. The challenge for many brands is finding a solution that combines data and social.
  • Verner & Associates
    Senior Accountant
    Verner & Associates Jan 2012 - Jan 2016
    Atlanta, Ga, Us
    +Preparing Partnership, C-Corp, S-Corp, & Individual Tax Returns+Managing & Reviewing client Personal Property Tax Returns including Freeport+Monthly, Quarterly, & Annual Financial Statements+Sales, Liquor, & Use Tax+Projections+Tax Advisory+Payroll+Business Licensing+Quickbook's+Creative Solutions Accounting+Peachtree Accounting+UltraTax+Lacerte

Eric Josovitz Skills

Microsoft Office Excel Word Powerpoint Customer Service Public Speaking Access English Social Media Writing Health Bookkeeping Editing Inventory Management Accounting Facebook Quickbooks Creative Solutions Accounting Lacerte Property Tax Adobe Microsoft Word Outlook Microsoft Excel Tax Preparation Data Entry Management Leadership Tax Time Management Tax Returns Training Research Financial Analysis Teamwork Financial Reporting Financial Statements Sales

Eric Josovitz Education Details

  • Georgia State University
    Georgia State University
    Accounting
  • University Of West Georgia
    University Of West Georgia
    Biology

Frequently Asked Questions about Eric Josovitz

What company does Eric Josovitz work for?

Eric Josovitz works for Adaptcfo

What is Eric Josovitz's role at the current company?

Eric Josovitz's current role is The High-Growth CFO | Founder of AdaptCFO, the Strategic Accounting Firm for Fast-Growing Small and Mid-Sized Businesses.

What is Eric Josovitz's email address?

Eric Josovitz's email address is er****@****ool.com

What is Eric Josovitz's direct phone number?

Eric Josovitz's direct phone number is +140466*****

What schools did Eric Josovitz attend?

Eric Josovitz attended Georgia State University, University Of West Georgia.

What are some of Eric Josovitz's interests?

Eric Josovitz has interest in Children, Environment, Science And Technology, Human Rights, Health.

What skills is Eric Josovitz known for?

Eric Josovitz has skills like Microsoft Office, Excel, Word, Powerpoint, Customer Service, Public Speaking, Access, English, Social Media, Writing, Health, Bookkeeping.

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