Steven W. Weldon, Mba/Cpa Email and Phone Number
Many entrepreneurs suffer sleepless nights worrying about their business finances.This is because they have a limited understanding of their numbers. Or, as a client once told me, they "simply don't know what they don't know.”This leads to questions like:⚠️ Are my numbers correct?⚠️ Why is it taking so long to get paid?⚠️ Do I have the cash to pay my expenses?⚠️ After expenses, will there be cash to pay myself?⚠️ Will I be able to retire when I sell my business?⚠️ What will my tax situation be at year-end and how can I plan for it?⚠️ How much revenue do I need to get to the level of growth I want to achieve?Do these questions sound familiar?I understand.I've spent 25+ years in the trenches as an entrepreneur, have held key positions such as CEO and CFO, and have been a board member of multiple public companies. These unique experiences have given me a deep understanding of a business owner’s challenges and worries.I can help you.If you are ready to proactively advance your business or start-up and improve your sleep, let's talk.Grab a time to chat on my calendar here: https://calendly.com/vikingcfo/30minOr send me a DM.
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PartnerFlorida Cfo GroupFlorida, United States -
Founder & CeoViking Cfo May 2005 - PresentTampa, Florida, UsI help business owners build profitable, growth-oriented businesses so they can focus on planning and building their companies' future. With 25 years as a CPA working with both public and private biotech, medical, real estate, lodging, and oil/gas companies, my experiences are diverse. After earning my MBA from Florida Southern College and my CPA license, I started a career in public accounting. Later, I moved to the tax department of a large timeshare company. I was immersed in the financial and political workings of the large company and managed a team that handled numerous tax returns, payments, and issues. Meanwhile, I also taught accounting students. I discovered I could help students grasp difficult concepts and apply them, and my real-world experiences were useful in the accounting and tax courses. I also began my accounting firm. I was soon contracted as the CFO for a client's medical supply company. As an "outsider," the owner valued my feedback; my honest advice was based on data, not a concern for pleasing him. As a result, I guided the finance team to turn around a collections issue, thereby solving a cash flow problem. We also navigated the company's growth, almost doubling income in 5 years. Since 2006, I've served as an officer and director of various publicly traded companies. In several, I was hired to clean up issues left by the previous leadership, including settling outstanding debts, bringing SEC and IRS filings up-to-date, and fundraising to gain private equity. Most recently, I guided a company through the process of applying for and receiving a listing in NASDAQ. From advising business owners and leading tax teams to cleaning up financial messes and teaching future CPAs, I am equipped to use my experience to guide owners of service businesses. If you are ready to regain time, clarity, and sanity so you can lead your business growth: https://vikingcfo.com Or DM me. -
Co-Founder, Chief Financial Officer And DirectorGt Biopharma, Inc. Nov 2014 - Nov 2020Brisbane, California, UsManaged the monthly, quarterly, and year-end closings; consolidated financial reporting; prepared and filed forms 8K, 10Q, and 10K with the SEC; and handled budgeting and financial planning. Directed the company's private placement equity funding (which raised over $70M), prepared documents, and established direct contact with underwriters, market makers, and investment bankers.Handled the company's and subsidiaries' day-to-day accounting operations, financial systems and procedures, general accounting, treasury operations, insurance, and contract administration. Maintained all banking relationships; coordinated with external auditors and legal counsel. -
Chief Financial Officer And DirectorGrowblox Sciences, Inc. Dec 2006 - Nov 2014Las Vegas, Nevada, UsManaged the monthly, quarterly, and year-end closings; consolidated financial reporting; prepared and filed forms 8K, 10Q, and 10K with the SEC; and handled budgeting and financial planning. Directed the company's private placement equity funding (which raised over $7M), prepared documents, and established direct contact with underwriters, market makers, public relations firms, and investment bankers.Handled the company's and subsidiaries' day-to-day accounting operations, financial systems and procedures, general accounting, treasury operations, insurance, and contract administration. Maintained all banking relationships; coordinated with external auditors and legal counsel. -
Tax ManagerWestgate Resorts Jul 2000 - Feb 2006Orlando, Florida, UsManaged the tax compliance for the largest privately held time-share resort operating in eight states. • Prepared over 120 federal and state income tax returns for the 500 million dollar company. • Managed a staff that completed over 100 monthly state and local tax returns, including sales, resort, intangible, tangible, property, and communication. • Provided litigation support in tax/legal matters.• Assisted in several federal and state audits, resulting in no changes.• Advised the accounting department on account reconciliations and accruals.• assisted with year-end financial audits. -
Adjunct ProfessorFlorida Southern College Jan 2003 - Oct 2005Lakeland, Florida, Us
Steven W. Weldon, Mba/Cpa Education Details
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Florida Southern CollegeGeneral -
Florida Southern CollegeAccounting
Frequently Asked Questions about Steven W. Weldon, Mba/Cpa
What company does Steven W. Weldon, Mba/Cpa work for?
Steven W. Weldon, Mba/Cpa works for Florida Cfo Group
What is Steven W. Weldon, Mba/Cpa's role at the current company?
Steven W. Weldon, Mba/Cpa's current role is Partner.
What schools did Steven W. Weldon, Mba/Cpa attend?
Steven W. Weldon, Mba/Cpa attended Florida Southern College, Florida Southern College.
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