Susan Boles

Susan Boles Email and Phone Number

Virtual CFO and Business Strategist @ Beyond Margins
Steamboat Springs, CO, US
Susan Boles's Location
Steamboat Springs, Colorado, United States, United States
Susan Boles's Contact Details

Susan Boles personal email

n/a
About Susan Boles

Susan Boles is a Virtual CFO and Business Strategist at Beyond Margins. She possess expertise in data analysis, microsoft excel, management, microsoft word, microsoft access and 23 more skills. Colleagues describe her as "I feel smarter just listening to Susan's podcast, Break the Ceiling. It was such an honor to be one of her guests. Susan is well prepared and asks thoughtful questions. Susan easily extracts value from her guests that her audience counts on receiving from her. Susan is an excellent host and interviewer." and "Susan makes your life easier. She is always five steps ahead, anticipating what you need, and taking things OFF your to-do list. Working with her is like working with a dream. She gets projects completed ahead of schedule, never complains, never has "excuses," is incredibly responsive, and always seems to figure out how to do extremely complicated things with ease. If you have a chance to work with her DO IT. She is an absolute delight and your business will never be the… Show more"

Susan Boles's Current Company Details
Beyond Margins

Beyond Margins

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Virtual CFO and Business Strategist
Steamboat Springs, CO, US
Website:
beyondmargins.com
Employees:
1
Susan Boles Work Experience Details
  • Beyond Margins
    Virtual Cfo And Business Strategist
    Beyond Margins
    Steamboat Springs, Co, Us
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  • Float Cash Flow Forecasting
    Float Cfo Advisory Board Member
    Float Cash Flow Forecasting Oct 2024 - Present
    A diverse panel of industry leaders collaborating to shape Float's product direction andstrategic initiatives.We actively drive conversations around product strategy, share valuable industry knowledge,and provide actionable insights to guide key strategic decisions. Our goal is to ensure Floatcontinues to meet and anticipate the evolving needs of its users.
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  • Beyond Margins Podcast
    Creator & Show Host
    Beyond Margins Podcast Sep 2019 - Present
    Can you build a business based on… “calm?” On Beyond Margins, host Susan Boles looks beyond the usual metrics of success to help you build a business where calm is the new KPI. With over 15 years of experience as an entrepreneur, CFO, and COO, Susan shares the business strategies that lead to a business with comfortable margins—financial, emotional, energetic, and scheduling margins. Join her and her guests as they counter the prevailing “wisdom” about business growth, productivity, and success to provide a framework for making choices that align with your values and true goals. Episode by episode, you’ll get a look at the team management, operations, financials, product development, and marketing of a calmer business.(Formerly Break the Ceiling Podcast)
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  • Beyond Margins
    Virtual Cfo & Business Strategist
    Beyond Margins Apr 2017 - Present
    Steamboat Springs, Colorado, United States
    As a CFO and business strategist, I focus on helping businesses get clear on their numbers and truly understand their inner workings at a deeper level so they can make decisions from a place of intention and purpose, instead of panic.Over the course of my 15+ years partnering with CEOs to build high-growth companies, I've seen way too many business owners burn out - or build businesses they want to burn down. I've even been one of them.On my own journey back from burnout, I thought that there had to be a better way to build businesses - a calmer, more sustainable way.But calmer businesses don't happen by accident. You have to design them that way.And that's what we do here.
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  • Scanned Inc.
    Chief Operating Officer
    Scanned Inc. Jul 2021 - Feb 2024
    • Oversee the day-to-day operations for 4 different brands, including both a hardware development company, Doxie Scanners, and a software company, Barcode Producer.• Rebuilt the financial and personnel systems from the ground up, including accounting system conversions, company card and vendor management platforms, and payroll systems.• Developed a company handbook, including implementing a new benefit program and developing company-wide processes and policies.• Implemented a new project management system and workflow development, particularly for the product development and design processes.• Designed and implemented a Customer Care Quality Assurance tool that increased our customer care happiness and quality scores by 25%• Revamped the hiring process to be more inclusive, shorter and faster.
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  • University Of Arkansas
    Chief Financial Officer, Facilities Management
    University Of Arkansas Jan 2017 - Oct 2019
    Fayetteville, Arkansas Area
    • Manage human resources and IT for 370+ employees, $100M+ annual budget, 100+ vehicle fleet• Implemented a new cloud-based maintenance management system to track maintenance on 20,000+ assets and 600+ buildings. Software vendor said it was the best (and fastest) implementation in 10 years.• Supervising implementation of ERP to move from a DOS-based system to Workday ERP. • Cut $450K+ in expenses in both 2017 and 2018 and on track to cut another $500K in 2019.
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  • Twisted Trails Running Company
    Founder/Chief Financial Officer
    Twisted Trails Running Company Oct 2014 - Nov 2018
    Steamboat Springs, Co
    • Analyze retail consumer buying patterns and historical purchasing behaviors to forecast apparel and shoe demands for a retail running shop• Develop and maintain seasonal forecast calendars• Manage stock levels and supplier relationships • Selected, integrated and supported the operation of Xero, Vend, Collect, Deputy, Gusto, Entryless and Float
  • Tier One Services, Llc
    Accounting Consultant & Data Guru
    Tier One Services, Llc Apr 2016 - Jul 2017
    Out-sourced CFO to high-growth businesses $1M-$20M, with an emphasis on business intelligence• Positioned clients in multiple industries to scale by providing financial clarity, business intelligence, streamlined processes, and by reducing risks• Developed a dynamic financial model for a funded startup which reported actuals & projections to investors and integrated with the operational budget
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  • Elk River Guest Ranch
    Owner/Chief Financial Officer
    Elk River Guest Ranch Jul 2013 - Oct 2014
    Clark, Colorado
    • Started guest ranch business on dilapidated ranch property, turning it into successful operation• Served as Chief Executive Officer/Chief Financial Officer –responsible for all accounting, budgeting, marketing and business administration• Converted financial records to Xero and created a financial ecosystem with multiple add-ons including, VendHQ and Checkfront.• Created new website & positive social media presence for the business (100% rating on Tripadvisor.com)• Selected, integrated and supported the operation of Xero, Checkfront, Vend and Gusto.
  • United States Air Force
    Security Specialist
    United States Air Force Dec 2010 - Jul 2012
    • Created data warehouse and front-end customer application using Microsoft Access and SharePoint that has been benchmarked by US Air Force Antiterrorism offices and is being distributed for use throughout the US Air Forces in Europe. • Served as the senior security advisor to the base commander, creating required reports and presenting information to base leadership on a regular basis.
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  • University Of Richmond
    Research Analyst And Reporting Coordinator
    University Of Richmond Jun 2008 - Jan 2009
    Richmond, Virginia Area
    • Researched and presented briefing for university administration to explain new federal race/ethnicity reporting procedures – coordinated university compliance efforts• Created and published university fact book, reporting all applicable institutional data for web and print media• Compiled and reported data to accrediting agencies, state and federal governments• Provided leadership in the use of data for decision making and planning• Integrated Postsecondary Education Data System (IPEDS) Keyholder
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  • College Of William And Mary
    Research Analyst
    College Of William And Mary Apr 2007 - Jun 2008
    • Redesigned institutional research website and fact book to make data more accessible• Coordinated internal and external reporting of official university statistics• Worked closely with administrators, faculty and staff to provide information and analysis to support administrative decision making, strategic planning, and strategic initiatives• Assisted campus constituents in using and interpreting institutional data
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  • United States Air Force
    Security Forces Officer
    United States Air Force Jun 2003 - Dec 2005
    • Led flight of 120 troops from three services, directing daily law enforcement and security operations• Managed security forces training program for 400+ unit members, ensuring they were trained in law enforcement/security operations and safety procedures. • Selected by the base commander as the Crisis Action Team Executive Officer, with responsibility to give daily situation briefings to entire base leadership• Administered base weapons training program for 21,500 personnel, two services and three major commands. • Managed annual budget of $3.8 million and fleet of 30+ vehicles
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Susan Boles Skills

Data Analysis Microsoft Excel Management Microsoft Word Microsoft Access Small Business Business Intelligence Xero Public Speaking Strategic Planning Leadership Microsoft Powerpoint Quickbooks Entrepreneurship Financial Modeling Financial Statements Business Analysis Planning And Monitoring Budgeting Project Management Business Process Improvement Software Project Management Business Process Business Process Design Accounting Conversational Marketing Drift Accelo Clickup

Susan Boles Education Details

Frequently Asked Questions about Susan Boles

What company does Susan Boles work for?

Susan Boles works for Beyond Margins

What is Susan Boles's role at the current company?

Susan Boles's current role is Virtual CFO and Business Strategist.

What is Susan Boles's email address?

Susan Boles's email address is su****@****park.co

What is Susan Boles's direct phone number?

Susan Boles's direct phone number is +130394*****

What schools did Susan Boles attend?

Susan Boles attended Drexel University - College Of Business And Administration, American Military University, Pennsylvania State University.

What skills is Susan Boles known for?

Susan Boles has skills like Data Analysis, Microsoft Excel, Management, Microsoft Word, Microsoft Access, Small Business, Business Intelligence, Xero, Public Speaking, Strategic Planning, Leadership, Microsoft Powerpoint.

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