Principal, Cloud Accounting And Finance Consultant
CurrentSome current/past clients:• An Educational Consulting company ($2 million in annual revenues): 10/09 - Present• A 501(c)(3) Non-Profit in the Children's Literacy Field ($1 million annual budget): 6/10 - Present• An Advertising Agency ($3.5 million in annual revenues) 7/13 - Present• A start-up company in the Travel Industry: 10/11 - Present• A Landscaping Company 12/12 - Present• A Counseling Clinic 5/13 - Present• A Carribbean Grocery Wholesaler/Retailer 12/12 - Present• A Warehouse Leasing Company 11/12- Present • A start-up company in the Timeshare Industry: 12/11 - 6/12 • A start-up Manufacturer/Wholesaler: 5/09 - 3/11• A Professional Wiring Company (Home Theater, etc.): 7/10 - 1/11• A company in the Distressed Real Estate Assets field: 5/09 - 2/10Some results achieved:• Helped raise $500,000 in capital via Reg D Rule 506 stock offering• Assisted in setting up ROBS (rollover as business startup) financing plan• Set up EDI (Electronic Data Interchange) system for order processing (TrueCommerce/High Jump Software)• Set up accounts receivables financing (factoring) (LSQ Funding)• Set up Cash Flow and Revenue Forecasting systems• Put together multi-year proformas including company valuation• Set-up of companies in QuickBooks from scratch• Migration of a company from Peachtree to QuickBooks• Cleaned up QuickBooks going back several years, reconciling all balance sheet accounts and coordinating filing of overdue tax returns.• Set up monthly accounting close processes including balance sheet reconciliation review, financial statement review and MD&A (Management Discussion and Analysis).• Set up detailed budgets by class in QuickBooks to enable accurate budget to actual results analysis.• Set up company consolidation to review consolidated results of multiple companies (QuickBooks Enterprise Solutions)• Put together Business Plan, Investor Presentation materials and participated in Investor Presentations.