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Current and Recent engagements:

Assisted new president of US operations of foreign firm with operating projections, created accounting system, acting as interim CFO, perfoming monthly reporting to foreign parent, assisting with development of new product growth opportunities.

Created financial projections for wholesale manufacturer and distributer. Established e-commerce site for retail sales. Established e-commerce sales fulfillment operation.

Assisted Owners of Inc 500 company with a number of functiions to get better control of costs and analysis of sales. Assisted with vendor price negotitations as well as licensing agreement with major products company. See Inc article [ here ] about the client and its relationship with CFO Associates.

Assisted CEO of venture backed software firm with financial statements and projections.

Assisted President of Online Gaming Consulting firm with establishment and organize its financial and accounting records.

Assisted President of B2C marketing company establish and organize its financial and accounting records, establish proper contracting/PO procedures to control expenditures, create cashflow and operating reports as well as investor reporting information.

Advised Founders of a ASP targeting the packing design industry with investor and financial projection issues. Subsequently invited to join Advisory Board.

Past engagements:

Assisted founder of IP Telephony firm as CFO. Organized company, raised $11+ million in equity. Established operating systems.

Assisted a growing hi-tech lighting consultant with market research to be included in business plan to be utilized to seek equity capital.

Assisted a environmental remediation firm develop and implement management and cash management policies, procedures and controls. Re-wrote existing business plan to be utilized to seek equity capital to fund growth and expansion opportunities.

Assisted private metal cutting machinery company with search for investors or buyer to provide growth capital to expand business. Prepared company summary. Researched and developed contact lists.

Assisted owner of high tech electronics firm with evaluation of product potential. Identified list of potential joint venture partners. Started search for equity capital.

Assisted internet marketing start-up with strategic marketing plan, development of marketing materials and provided introductions to potential clients.

Assisted a healthcare software development team in the preparation of a business plan to seek capital. Prepared detailed financial and operating projections. Researched and obtained quotes to out source all production, order fulfillment and inventory functions. Interviewed marketing consultants. Performed market research. Will provide management services upon formation.

Assisted professional medical society in establishing financial/accounting systems and controls. Performed analysis to determine resources available for long term investment. Assisted in review and evaluation of investment opportunities.

Developed marketing program and marketed investment management services of a NY based firm to professionals and high new worth individuals and their businesses.

Assisted a troubled healthcare information company with a complete capital and financial review. Helped re-write business plan and prepared detailed financial and operating projections. Participated in investor presentations. Suggested changes to customer contract and marketing plan.

Assisted group seeking $50,000,000 to fund real estate investments. Prepared business plan and detailed operating and financial projections; Researched acquisition targets; Performed financial and operating reviews; conducted acquisition negotiations with target principals. Researched and contacted potential investors. Presented and negotiated with potential investors.

Provided real estate services to individuals and corporations. Acted as real estate broker on lease and purchase transactions. Arranged equity funds for real estate projects. Reviewed and analyzed potential real estate investments.