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As the Interim Chief Accounting Officer, produced SEC reports for a consumer products company (such as Q’s, K’s, and Proxies) for a company that backed into a public shell. Assisted with very complex derivative accounting issues, and participated in responses and discussions with the SEC. All SEC reports filed on a timely basis, and complex… Continue reading Industry: Manufacturing/ Distribution/ Consumer Products
Type of Service: Accounting & Finance Outsourcing, Technical Accounting, Pre-audit

At the recommendation of the head of the bank’s audit committee, engaged to investigate technical accounting matters, such as impairment, OTTI and deferred taxes. Technical accounting issues investigated and recommendations documented. Accounting decisions reached were accepted by the outside accountants.

Set up the audit committee, including: charter, priorities and meeting format for a public company’s Financial Services subsidiary. Solid planning and crisp execution ensured all regulatory and governance requirements were met or exceeded.

Engaged as interim CFO for a publicly-traded bank in the process of being acquired to manage the accounting and finance function, to prepare and/or refile SEC and bank regulatory reports, to improve internal controls and to mediate among the Board, senior bank management, regulatory officials and outside accountants. Accounting and finance area managed, and bank… Continue reading Industry: Financial Institutions
Type of Service: M&A/ Liquidity Event, Accounting & Finance Outsourcing, Technical Accounting

Engaged by a start-up consumer product manufacturing company that sold through distributors. Our role was to produce forecasts and reports for an equity capital raise. The company was successful in raising equity capital, and we have been retained as a fractional strategic CFO.

Engaged by personal care Company conducting a reverse merger. Provided services leading to the filing of the first 10-Q and then remained on the team to prepare 10-Qs on an ongoing basis. Prepared the initial and subsequent 10-Qs and 10-Ks for two and a half years. Company grew from $70 million to $300 million.