Introduction

About Me

I have worked as a CFO, Controller, Business Manager and Director of Finance for the past 15 years; both as an employee and as a consultant.

I have worked for startups and companies that have been in business for over 50 years, in industries ranging from manufacturing, construction service and non-profit.

Strategic Business Services provides Part-Time and interim CFO and bookkeeping services to growing companies, providing them the financial expertise they need to grow but without the requirement to hire a full time employee.

Business Description

At Strategic Business Services, we understand the unique needs of small to mid-sized businesses and have first-hand experience in what it takes to make them grow. As your interim CFO, we become an integral part of your team and put that knowledge to work for you.


Outsourcing CFO duties - along with basic accounting and bookkeeping, - is a wise choice for mature and young companies that need to preserve precious cash while staying focused on growth. We work on an as-needed, hourly basis. Whether you need 2-3 hours a month, or 4-5 hours a day, we can help you achieve your goals and take your business to the next level.

My Skills

accounting
strategy
cash-managment
budgeting
systems-design
systems-implimentation
financing
debt
equity
executive-leadership
investor-relations
banking-relations

Profile Questions

What do you like most about your profession?

I enjoy the opportunity to meet new business owners and learn about the products and services they provide, and see how what that are doing meets a need in the marketplace. I also enjoy the opportunity to help these companies grow and overcome obstacles.

What questions do clients most commonly ask you? How do you respond?

Why do I need a "CFO"? I explain that a good CFO can add value to the business by helping them to understand how and why their business makes or loses money. We can increase profits by adding internal systems that reduce losses due to inefficiencies and help hold employee accountable.

What are 3 attributes you need to be successful in your industry?

Honesty. Flexibility. Foresight.

How are you different than others in your profession?

I am a "hands on" CFO that is willing to dig in and help establish business systems, and create systems that are simple to administer on an ongoing basis. My goal is to work myself out of a job.

Work/Experience

Co Founder at CBS Group LLC

March 2014 - Present
We provide a Better Bookkeeping Solution, for small businesses. In addition to providing high quality bookkeeping professionals to our clients we also review their work and supervise their performance. The result to our clients is a seamless and complete accounting solution allowing them to be confident their books are done right, so they can focus on running their business.

President at Strategic Business Services

January 2009 - Present
CFO For Hire services. Budget Prepartion, Business Finance.

Director Of Finance at Metric Industries

November 2007 - January 2009
Manufacture Casework & Millwork Fabrication & Installation

Chief Financial Officer/Business Manager at Treasure Valley Woodworking

December 2005 - November 2007
Manage Sales/production/installation staff resolve problems aid internal/external communication
Administer Contracts negotiate with customers/vendors/banks/insurance companies
Responsible for managing production schedule and supervising completion of projects
Reduced G&A Expense 14%: Production cost from 81% of sales to 69% of Sales resulting in increased profit of $600K per annum through increased Controls & Reporting methodology

Controller at Interior Systems, Inc

November 2002 - July 2005
Manage accounting/finance functions of Interior Systems and Door Specialties
Manage cash/workers compensation/liability insurance for seven related companies
Administer Employee Stock Ownership Plan/Administrative Committee Member
Reduced office cost by 60-70%/raised staff efficiency using electronic data instead of paper

Controller/ International Sales & Marketing Manager at B&D Foods (Manufacturer of battered fried protein)

June 1999 - October 2002
Sustained ability to procure material & labor in spite of continual negative cash-flow
Managed financial/cost accounting functions, forecasting and budget preparation
Managed cash flows, supervised financial statement preparation (Cost and Financial aspects)
Launched International sales division, managed export activities

MST at Shopko

January 1998 - January 1999

Education

Blackfoot High School

Boise State University

Degree: MBA

Boise State University

Degree: BBA
Field of Study: Accounting

Location

Contact Information

3910 Pasadena Drive
Boise, ID
Phone: 208 908-1450

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