Digital Accounting Plus is a multi-faceted financial services company providing business consulting and fractional/interim CFO level services to small and middle-market businesses. With offices in California and Hawaii, we serve clients throughout the country. As a CFO, I bring extensive operational and financial management, tax expertise, business continuity, and M&A services to business leaders who want to take their companies to the next level. This comprehensive skill set includes fiscal problem-solving skills, tax expertise, compliance and operational management, contract negotiation expertise, human resources, and the development of sound internal controls to grow your business.Core Specialties include: • Financial Analysis/Problem Solving• Financial Modeling • Financial Compliance• Tax Reporting and liability management• Compliance Reporting• Business Continuity Planning• Private Equity Investment• Succession Planning• Due Diligence Reviews• Enterprise Risk Management• Strategic Planning• Executive Leadership Skills • Mergers & Acquisitions• Contract Negotiation• Business Valuation & Administrative FunctionsAs a skilled finance professional, I guide business owners in sound financial solutions that result in efficient fiscal management. Working in tandem with a business owner, I can evaluate business growth opportunities, and determine the best alternatives to achieve optimal results. Expertise in analyzing tax implications, evaluating growth opportunities, and determining the best alternatives to achieve desired results. Proven ability to improve operations, increase business growth and maximize profits.

Provided feasible solutions and insight to resolve our clients’ state and federal tax issues including back taxes and unfiled returns.• Managed 16 Corporations’ general ledgers and tax returns for the consortium.• Responsible for budgeting, cash flow projections audits, and tax information.• Advanced tax preparation & planning.• Prepared monthly financial statements.• Managed a staff of 150+ employees

Provided CFO/COO services to a niche drug and alcohol treatment center in the health care industry. • Prepared monthly financial statements.• Created budget analysis, cash flow projections, and audits.• Filed appropriate tax information.• Performed M & A analysis for company growth.• Managed a staff of 60+ employees.

Collateralized Debt Obligation Portfolio Management firm with over four billion in managed assets.• Oversaw Accounting and Treasury departments at a specialty firm in the securities industry.• Responsible for Collateralized Debt Obligation reporting on the Bayshore Funds.• Managed all aspects of accounting and finance including A/P, A/R, and monthly financial statements.• Created projections and forecasts of business activity and financial position.• Developed budgets, cash flow projections, audits and tax information.

Not-for-profit Nursing and Assisted Living facilities specializing in the care of the Armenian elderly.• Managed all aspects of accounting and all filings, insurance, regulatory requirements and audits for a multiple location 450 bed organization.• Prepared reporting required by regulatory agencies.• Directed compilation and preparation of other payroll data such as pension, insurance, and credit union payments. Reviews and approves payroll deductions.• Interpreted company policies and government regulations affecting accounting and payroll procedures and requirements.• Studied and standardized procedures to improve efficiency.

Startup company with a patented procedure for improving the quality of visual media – film, TV, magazine, billboard).• Managed capital raising efforts from venture capital, private investors, investment bankers and brokers.• Performed contract and joint venture negotiations.• Implemented accounting systems and procedures.

Financial Services: Discount brokerage division of Mellon Bank NA, with a peak of 250 employees, $150M in annual revenue, and a $1.1B balance sheet. Managed accounting staff and all SEC, NYSE and NASD filings, regulatory requirements and audits for a publicly held broker-dealer. Managed general ledger and created financial statements for legal, management and tax reporting, as well as budgets and forecasts. Provided financial modeling for potential mergers, acquisitions and partnerships.• Researched and created the Operations Effectiveness Initiative - small interdepartmental groups designed to increase operations efficiency, problem solve, automate, and improve customer satisfaction. Approximate increase in annual revenue of $2.5M and expense reduction of $1M.• Developed strategic partnerships for new account acquisitions.• Initiated and implemented value-added services keeping Dreyfus competitive and helping to attract and retain our largest customers. • Created Introducing Broker Clearing and helped bring two firms to Dreyfus with $2B in assets.• Developed budgets and projections for all profit and cost centers, and performed variance analysis to ensure costs savings of $2M in less than 18 months.

Financial Services: JB Oxford is a deep discount stock brokerage firm with a peak of 350 employees, over $100M in annual revenues, and a $500M balance sheet. Authored and filed SEC & NASD reports required for a public company and a broker-dealer. Maintained a multi-company, multi-profit center general ledger including financials, management reporting and tax filing. Created budgets, projections and variance analyses.• Identified and reduced inefficiencies and expenses resulting in over $6M savings in operating expenses for 2000 & 2001 operations.• Provided financial oversight for major information technology projects such as COLD storage, electronic document delivery, and SIS to Phase 3 back-office software conversion.• Managed business development including researching, negotiating, and implementing new Money Market Funds for customer sweeps, check writing, check cards, online banking, and co-branded credit cards.• Reduced the financial statement closing time by over 50% with less personnel (attrition).