Eric Josovitz Email and Phone Number
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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.
Adaptcfo
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Founder & CeoAdaptcfo May 2018 - PresentAtlanta, Georgia, UsAdaptCFO 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 -
Member Of The Board Of Advisors, Finance & Investment Committee And Development CommitteeAtlanta Ronald Mcdonald House Charities Aug 2020 - PresentAtlanta, Georgia, UsElected 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. -
Vp, Pharmacy Operations & FinanceManifest Pharmacy Apr 2021 - Present -
Fractional CfoMarketwake Dec 2023 - PresentAtlanta, Georgia, Us -
Fractional CfoPrizepicks Jul 2018 - Aug 2023Atlanta, Ga, Us -
Finance Manager (Acquired By Cvs)Encompass Rx May 2017 - May 2018Atlanta, 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. -
Finance ManagerTrendkite Influencer Management Aug 2016 - May 2017Atlanta, Ga, UsAcquired by TrendKite -
Senior Financial AnalystTrendkite Influencer Management Feb 2016 - Jul 2016Atlanta, Ga, UsInsightpool, 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. -
Senior AccountantVerner & Associates Jan 2012 - Jan 2016Atlanta, 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
Eric Josovitz Education Details
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Georgia State UniversityAccounting -
University Of West GeorgiaBiology
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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