CONSULTING: Specializing in Accounting, Amazon and Inventory based Businesses- AP & AR- Historical Accounting Records creation - need me to start from scratch and create a system for you, no problem. - Produce monthly financials for management review or report directly to ownership- Year End Reporting for tax preparation- Year End filings: Sales Tax, CA Property Tax, 1099-MISC- Small Business Review of operations and accounting in order to make necessary recommendations or referrals in order to maintain compliant. - Vast experience with Amazon Seller Central and all the reporting that comes along with Amazon for both finance and inventory management

PBO Advisory Group delivers strategic business consulting, outsourced accounting services and day-to-day operational support to start-ups, emerging, public, private, government, and non-profit organizations. We fill the gaps in your in-house teams or serve as your entire department, onsite or remotely. Our core services include outsourced accounting, compliance, businesses advisory, and human resources.Known for our responsiveness, reliability and accessibility, PBO Advisory’s flexible and scalable approach fits the needs of our clients at significantly less cost than full-time employees or Big 4 resources. With more than 60 professionals on staff, each with diverse accounting and business experience, we provide the Pacific Southwest region with highly skilled, incomparable financial and advisory expertise.Our roots date back to 2012 when we were founded by Mike Ford, under the name of Pro Back Office. We have evolved over the years to meet the changing needs of our clients and their specific industries and have helped hundreds of companies grow and prosper.Our PBO Advisory professionals have Big 4, public accounting, and both large and small business experience, with many having their CPA, MBA or other advanced degrees and professional certifications. Our group has expertise in multiple industries, including construction and related industries, craft breweries, life sciences, manufacturing, and distribution, not for profit, professional services, real estate and property management, retail, and technology.PBO Advisory works with you to learn the unique aspects of your organization. Our engagements with clients often become long-term business relationships in which our group is an integral part of operations as you proceed through your business lifecycle.

- Reported to CEO and CFO; Managed 2 Direct Reports- Conducted a review and implemented adjustments for an entire year look back period after turn over within department prior to my hire- Prepared monthly financials and conducted analysis for CEO- Implemented a Month End checklist for team to divide the duties of close to streamline the regular tasks- Identified and resolved a $300k Sales Tax reporting error within our software- Regularly reviewed recurring software and additional autodebited charges to streamline the company spending and usages- Prepared weekly cash flow and conducted meetings with C level executives for planning purposes- Monitored inventory with 3PL and reviewed PO's with printing company- Direct point of contact for CPA

o Supervised internal finance team across 2 time zones for 4 business units within the Digital Division with an annual revenue of $125M+. Two additional business units were assigned to my team after 3 years with the Quiverr business unit; one additional 3P Amazon acquisition and one new emerging concept business adding $40M in revenue to my supervisiono Led the deliverables for all month end reporting to Corporate Finance team for all business units. Close calendar deadline was within 3 business days of the last day of the month.o Parent company went public at the end of 2020 making me the direct liaison to corporate controllers and auditors to document and implement additional audit protocolso Direct preparation of the business unit annual budget with executive leadership including hiring budgets for all departmentso Analyzed budgets and financials comparatively year over year and month over month to identify opportunities for improvement to make recommendations to executive leadershipo Main point of contact for the legal team for contract negotiations and legal caseso Point of contact of the Data Warehouse project to implement an aggregated reporting module for all data sources. Assisted in mapping out all sources for Finance and Operations teamso Migrated the team from G Suite to O365. Was the first business units to complete the tasko Regularly the point of contact for escalation for any AP or AR issues

o Supported the growth of the Quiverr business unit from $37M at acquisition to $125M.o Supervised business team of 25+ employees with 6 direct reports across 4 departments; Finance, Operations, Logistics and Purchasingo Reviewed and maintained all client and vendor contracts to ensure implementation across all teams and profitabilityo Conducted physical inventory counts across 3+ facilitieso Created and implemented physical inventory count procedures with 3PL partners and internal operations team in line with protocols mandated by Corporate Finance teamo Outsourced operations and negotiated 3PL partner contracts to expand to a nationwide logistics footprinto Led the sourcing and implementation of a new cloud based inventory and purchasing software to automate ordering of inventory of PO’s valued at $50-70M annuallyo Set personal goal in 2019 of saving business unit $1M and achieved it within one year by outsourcing logistics functions, creating by sku profitability analysis report to rationalize out unprofitable skus and implementing operation adjustments such as bulk buying for discounts and managing cash flow to take Net Terms discounts

Quiverr was acquired by Advantage Solutions in July 2017o Integrated business finance reports with corporate finance procedures after acquisitiono Direct point of contact to help acquiring company understand Amazon reportingo Developed and implemented procedures for reporting protocols of month end items to Corporate Finance teamo First Level approver for all AP invoices in Kofax system to ensure proper amounts were posted to GL as well as supporting documentation was provided before posted to Microsoft AX for paymento Direct point of contact in charge of Month End deliverables for recording by Corporate Finance Team

#3 Winner of San Diego Business Journal's 2017 Fastest Growing Private Companies- Amazon Sales Reporting and Analysis - Accounts Payable & Accounts Receivable- Payroll- Financial Reporting and Analysis - Brand Sales Analysis Reports- Cash Flow projections- New Vendor and Client Credit Applications- Direct liaison between all insurance brokers to maintain policies and coordinate renewals- Management of Junior Accounting Staff- Work directly with CFO, CPA and Financial Advisors- Report directly to COO and Business Partners

Quiverr was acquired by Advantage Solutions in July 2017. See experience and role details in the Quiverr descriptions.

Barsa and Company is a full-service CPA firm, including Accounting, Tax Preparation, and Tax Resolution.Internal Administration, including AP, AR, Payroll, Personnel Training, OperationsMulti-Client EnvironmentQuickbooks clean-upManage Client Accounts including AP, AR, Payroll, Personnel Training, FinancialsTax Return Preparation and Processing (1040, 1065, 1120, 1120S)Assist with Tax Resolution and Audit preparations

Review all Content Copy before it is published, including White Papers, Blogs, Newsletters, and Website contentQuality Assurance for product and websiteEvent Coordination

Work concurrently on events and day to day tasksLogistics Review and QA: Review client's media and press documents, invitations or web informationManage Accounts Receivable for select clientsManaged Guest Lists for large events and checked in the VIP clientsCreated a business plan to increase the wedding business, including marketing materials, advertising plan and social media opportunitiesDeveloped the now Semi-Annual Urban Bride event, the alternative to the typical bridal showEvent Coordination and Management of the now Quarterly Get Your Green ON!!! event, the alternative to the typical vendor showcase of 25 of San Diego's eco-friendly businessesFull coordination wedding services provided by me to our clients, including:o Conduct all Pre-Wedding Meetings with clients to create budget to be maintained (most of my clients maintained the budget)o Vendor Selection and all rental orderso Meeting coordination for all vendorso Day of Services and Set-up & Break-downo Coordinate the entire event and manage any problems that may ariseWrite blog entries for the Wedding section

Reported directly to the CEO; managing his entire schedule, all business relationships, and personal travel arrangementsCoordinated and Executed all company events; including Corporate events, Official Launch Party, Team-Building Activities & Holiday partiesManaged all Accounts Payable and Accounts Receivable; worked under CFO to help produce forecast; conducted financial audit with CPA firmOversaw and approved Payroll for 17 staff members of $125,000 per month and Expense Reports of $15,000 per monthProficient with QuickBooks OnlineActed as Human Resources manager, drafting corporate policies and the 52 page corporate handbookDirect contact for the Legal Team, acting as the in-house legal customer service representative

Telecommunication company specializing in Wireless Broadband and Managed Services with annual revenues in excess of $4.2 million; Reported directly to CEO and worked directly with executive teamActed in the capacity of Controller for privately owned corporation:Accounts Payable in excess of $100,000 per monthAccounts Receivable in excess of $300,000 per monthOversaw and approved Payroll for 35 staff members of $150,000 per month and Expense Reports of $30,000 per monthResponsible for closing our year-end and preparing financials for CPAExpert with Quickbooks Premier Accounting 2008 EditionMaintained and improved corporation's Dunn & Bradstreet ratingMaintained banking relationships for all accountsEstablished Net Term accounts averaging $25,000 eachNegotiate Contracts and Pricing with national vendorsBalance and Settle all vendor and customer accountsActed as Human Resources manager, drafting corporate policies and the 52 page corporate handbookCoordinated meetings & appointments for 2 office locations specifically for 5 executive team membersScheduled domestic travel itineraries, coordinated company events, and provided meeting coordination for 2 office locationsOrganized and created the filing system for all legal matters and business accounts

Interior design firm focused on multi-million dollar and model homes in California; Reported directly to CEO and assisted in daily projectsUtilized Quickbooks accounting software for all business transactionsManaged Accounts Payable in excess of $100,000 per quarterManaged Accounts Receivable in excess of $250,000 per quarterOversaw and approved all payrollCreated and approved 25-30 purchase orders for 5-7 simultaneous projects Balance and Settle all vendor and customer accounts