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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