CPA Providing CFO Services on a fractional, part-time or interim basis
Helping make your business successful!
Services Provided
Mergers and Acquisitions
Mergers and Acquisitions
Mergers and Acquisitions
Do you need assistance with a merger or acquisition? I have assisted companies on the selling side of six transactions in recent years. I can take a point position in providing all financial, tax and other information needed by the potential buyer in an effort to make the transaction as smooth and profitable as possible for the selling party
CFO Support
Mergers and Acquisitions
Mergers and Acquisitions
Are you looking for CFO level support and advice without having to pay a CFO salary? Let me assist you on a part-time or interim basis with the complex areas of running your business including financial analysis, projections, budget to actual analysis, audit/tax support, employee benefits, payroll, 401K plans, fleet management, OSHA and corporate insurance
Trusted Advisor
Mergers and Acquisitions
Trusted Advisor
Know who will be doing the work for your business. It will not be handed down to a first year staff. Twenty-seven years of experience: six in this capacity as a fractional CFO, nine as a CFO of two companies (Contractor and Wholesale Distributor), and twelve at the largest regional CPA firm in Western New York
About Me
I was born and raised in Western New York. After graduating from St. Joseph's Collegiate Institute in 1993 I attended the University of Notre Dame. I graduated Magna Cum Laude with a Bachelors Degree in Accounting in 1997.
After graduation I came back to the Buffalo area and worked for the largest regional public accounting firm in Western New York. I passed all four parts of the CPA Exam on my first attempt, and spent twelve years in public accounting. My experience included multiple industry groups such as professional services (legal, engineering, etc), manufacturing, auto, SEC, and employee benefit plan audits. I worked on clients with annual revenues ranging from $1 million to $600 million.
In 2009 I left public accounting to take on the role of CFO for two affiliated HVAC companies, one a contractor and one a distributor. My nine years as CFO allowed me to gain a wealth of experience handling all of the important facets of making a business successful.
My oversight of the financial reporting process included monthly, quarterly and annual reporting, percentage of completion revenue recognition, handling the year-end audit and tax returns for each company, and personal tax planning for the owner. In addition I was responsible for internal payroll, employee benefits, corporate insurance, workers compensation, fleet management, OSHA reporting and was the administrator for the 401k Profit Sharing Plan.
When the owners of the companies decided it was time to execute their exit strategy, I played a key role in the negotiation and due diligence leading to the eventual sale to a large international buyer.
In January 2018 I ventured out on my own to perform the services described above. I have assisted numerous clients over the past six plus years with varying levels of need. Some clients have utilized me as an on-site CFO to run the finance department for as many as three days a week during our engagement. Other clients have monthly arrangements that involve me being on-site a couple days a month, with a focus on month-end closing assistance and financial reporting. My clients have spanned multiple industries. I have also assisted in six merger and acquisition transactions along the way.
I believe my years of experience in both public and private accounting provide me with a strong background to assist you in growing your business, or potentially selling your business. I enjoy helping businesses thrive and hope to do the same for you. While I am located in Western New York near Buffalo, I am able to provide services remotely to any business across the country.
