1) Benchmarking: Analyze three years financial history and compare your company's financial performance to financial statement ratios for similar size companies (assets, sales revenues) in your specific industry (SIC code or NAICS code). This information is derived directly from over 5 million corporate tax returns collected by the IRS. More Info

2) Certified Turnaround Professional (CTP). "The CTP designation is the industry's most recognized certification of experienced and skilled turnaround professionals," said ACTP Chairman Anthony M. Bergen, CTP. "It is a mark of distinction for professionals who have demonstrated their commitment to the corporate renewal industry and to a high standard of excellence and integrity."

3) Serve as interim, part-time or startup CFO for companies that don't have a full-time need. Help start-ups: create a profitable business model; develop financial projections; secure bank financing; setup accounting system. More Info


4) Develop, communicate and implement: "business turnaround" actions required for growth or survival; organizational restructuring; customer/product line profitability analysis. Member of Turnaround Management Association. More Info


5) Provide on-line employee capability assessments that identify work behavior and time management strengths and "opportunities". The assessments take less than 30 minutes to complete and provide 20+ page reports detailing specific actions that will improve skills and performance. More Info


6) Administer on-line or on-site “Leadership 360 Degree Survey” process to gather confidential, anonymous feedback from managers, peers and subordinates for employee development, training and team building. More Info.


7) Plug cash flow drains (collect receivables faster, reduce inventory levels). More Info


8) Identify the most profitable products and customers, and focus resources to support them.


9) Implement time management techniques to improve central services effectiveness for HR, customer service, administration, accounting and IT departments.


10) Prepare “Internal Control Review Reports” for cash, AR, inventory, fixed assets, AP, and computer-systems to indentify vulnerabilities and implement corrective actions to minimize opportunities for theft, misuse of assets or inaccurate reporting.


11) Prepare financial projections and assist with obtaining financing.

Chief Financial Officer | Part-time CFO | Part-time Chief Financial Officers