Phone Number: 303-751-5444

Case Studies

Contract CFO Case 1

“I first met Frank R. about 3½ years ago, in early 2007. He was a successful real estate investor and government contracting firm with 10 properties and 10 employees. Frank has become even more successful since then and his company has grown to 25 properties and 50 employees. With this kind of growth came a lot of financial stress and disorganization.

As his part-time CFO, I was able to train his staff and put in procedures that took the worry out of day-to-day financial operations. Financial information was updated more frequently and in a form that bankers and lenders wanted to see. Because of this, Frank had a better relationship with his lenders and was able to renew existing – and secure new – lines of credit during tough economic times.

The end result was that Frank’s employees were better trained, and able to focus on the areas of business where they were most creative and productive.”

Contract CFO Case 2

“Mike started an import business from the basement of his home that originally brought in $3,000-$5,000 in gross revenue every month. He grew that business to $60,000/month, and moved to a 5,300 square-foot facility. The business continues to grow and has become the 5th largest business in his industry in the US.

Mike ran into some difficulty from a family emergency. While he was out of country, I handled his day-to-day business operations with no loss of efficiency or accuracy as a contract CFO.”

Contract CFO Case 3

“Jeff started a company in the government contract industry. I was introduced to him since I was DCAA (Defense Contract Audit Agency – keeping financial statements in compliance with government regulations) experienced.”

As his contract CFO, I have guided Jeff and his staff to keep more organized financial records – and put best practices in place for day-to-day bookkeeping to ensure accurate financial records. Because these policies and procedures are in place, he can focus on business operations and grow his company even more.”

IRS Negotiation Case 1

“Charles was a real estate investor and business owner who came to me because the IRS wanted him to sell his properties in order to pay an outstanding tax debt of about $425,000. When he contacted me, he only had 10 days before the IRS was going to seize his properties, bank accounts and business revenues. However, this was during the financial panic in the fall of 2008, and Charles didn’t want to sell his properties under this kind of financial duress.

I knew my client’s situation, and also knew the proper course of action that the IRS would probably agree with. I completed a 433A form and explained my client’s situation. After 18 months of negotiations, the IRS agent and I came to an agreement and the service accepted a $3,200 payment as full settlement of the outstanding tax debt.

This saved my client a lot of financial stress, not to mention loss of cash and future business revenues.”