Case Study 3
Service Company
Contractor Failed
Problem: CFO fired a contractor after failure to deliver the financial closing and reporting services in the format requested.
Solution: I was hired to step in. After documenting the closing process, I retained a contractor bookkeeper who assumed responsibility for transactional processing. I also created an excel tool to project expect revenues from quoted projects. Finally, I then set up a reporting template that included Financials and Projected Revenue virtually to remote board members at periodic meetings. This client went on to successfully sell their business for the desired sales price.
Case Study
SERVICE PROVIDER
Reporting Revenue Variances to Budget
Case Study
MANUFACTURER
Productivity Problems
Case Study
SERVICE COMPANY
Annual Budget, Cash Flow Projections
Case Study
SERVICE COMPANY
Weekly Dashboard Compared to Goals
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