ABOUT
FRM provides the financial horsepower needed to manage your company’s profitability so that business leaders can focus on other priorities.
Founded in 2009 by Dave Creasey, FRM works with clients that typically have a bookkeeper or accounting manager, but need additional support on a specific project or an on-going basis.
In over 30 years working in finance and accounting, Creasey discovered that many small to medium sized businesses face the same problem – they struggle with the ability to maximize their profitability.
In some cases, the business may have realized the problem but didn’t have the money in the budget to cover the expenses of a full-time employee or an accounting firm to handle the workload it would take to fix it. In other cases, the company simply didn’t know where they were losing out on profit – or how much they were leaving on the table.
MEET DAVE
Dave Creasey, CPA, CGMA, brings over 30 years of experience to the clients he works. He is passionate about his community and helping local businesses succeed.
Creasey resides in Brownsburg, IN where he and his wife, Rise, have lived since 1986. Dave and Rise have three grown children all who live just minutes away, affording them plenty of time to visit with their children and grandchildren.
When Dave’s not helping businesses maximize their profitability, he enjoys fresh and saltwater fishing. Dave is also equipped with God’s Spirit and is striving to live the life his Savior, Jesus, calls him to. John 15:1-17.
CREDENTIALS
Certified Public Accountant (CPA)
- My license is CP19700488.
- CPA’s must have a Baccalaureate Degree.
- CPA’s must pass each part of a rigorous Exam.
- Complete 2 years of experience under an active CPA.
- Complete 120 hour of continuing education every three years.
Chartered Global Management Accountant (CGMA)
- Currently, to qualify for the CGMA designation through the AICPA, you must:
- Be an AICPA member in good standing.
- Pass the CGMA exam.
- Have a minimum of 3 years of relevant, work-based, practical management accounting experience.
Certified QuickBooks Pro-Advisor
- Satisfactory graded completion of related courses.
- Annual renewal and dues for designation.
Member of Indiana CPA Society
- Annual renewal of dues and membership.
- Compliance with CPA Standard
Member of the American Institute of CPA’s
- Annual renewal of dues and membership.
- Compliance with CPA Standards.
ways frm is different
from your existing staff
Horsepower
FRM has the horsepower you need to:
- Install closing tools to ensure timely, surprise closings.
- Complete budgets including revenue by customer, operations, and projects.
- Extract the data from your existing software and model it into drillable data useful for business decisions.
Trusted Advisor
With over 30 years experience as a “Big 4” auditor, controller, CFO, and business owner, FRM becomes your trusted advisor.
Elevate Your Staff
FRM loves to train, equip and mentor your existing staff to help them deliver their best work and have more time for value added analysis projects.
ways frm is different
from other finance contractors
Rates
My hourly rate is below what local accounting firms typically charge for their entry level staff – Partner Experience at below staff rates!
Focus
I focus on Annual Sales and Profit Growth ensuring you are ready to maximize the value of your company should you decide to sell. I have a demonstrated track record of helping clients with this.
Commitment
If you are looking for a trusted advisor who will be there for you for the long term, please complete the contact form at the bottom of the page.
Experience
My experiences and knack for mining and integrating useful data for business decisions sets me apart from those that fill a role of closing the books and providing static financial report.
Tools & Training
With the tools I equip and train your staff on they will have more time to provide timely, consistent, accurate, comparative information you need for effective decision making!
ways frm Delivers
Services to Fit Your Budget
As a contract controller or controller for hire, some clients only need 16 hours per month to complete the closing and provide needed reporting. Other clients use up to 40 hours per month with a split between financial closing & reporting and project work. And some clients use me exclusively for projects such as cash forecasting models or Budgets.
Working Virtually
As a Trusted Advisor, I am readily available with remote access to your systems and reporting to complete on-the-spot analysis with you on virtual calls.
Safety Net
I provide a safety net for owners should there be turnover in their existing staff. I am able to fill in during the transition, assist with interviewing, and assess the replacement candidates.
Outsourcing
My clients are often comfortable with my services because they have successfully outsourced other administrative areas of their business such as Payroll, IT infrastructure, maintenance, and support, etc. It makes sense to pay for skilled services as you need them.
Technology
Working virtually requires some form of remote access to your financial reporting system and a secure folder on your server. This means I have no physical footprint at your facility except on-site meetings when helpful. I regularly use tools like GoToMeeting to collaborate remotely with owners and their staff.
who frm helps
Locally Owned
I report directly to owners to streamline efficiency and maximize profibility. (Companies with outside ownership typically have someone like me on staff already.)
$10 – 50 Million in Revenues
Part of being your Trusted Advisor, means learning a lot about your company to make informed recommendations. Having gained that knowledge, it is most profitable for Owners who are in a financial position to utilize my services on an on-going basis, even if that expands and contracts over time.
Manufacturers and Service Companies
These providers have the software and issues I am skilled in and have proven results in.
Eastern Time Zone
I have been operating virtually since 2009 using tools like remote access and virtual meetings. While its typically best to meet you and any staff I will be working with in person a few times, once the relationship is established, its very easy and in fact, very efficient for both of us to interact virtually. It is likely most effective to service clients in the Eastern time zone.
contact dave
Can I get you on a path to financial health? Contact me to set up a free 2-hour assessment so I can hear more about your needs. Use the contact form below or call 317-670-8781.