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Where is your personal office? (City, State/Province, Country): San Rafael, CA

Describe your company's offerings: SERVICES
True manager of financial and accounting functions, with a hands-on style and a deep understanding of basic business transactions, gross margin structure, and operating expenses. Proven ability to meet the needs of start-up to small and medium-sized companies for part-time and interim CFO/Controller services.

· Monthly and annual financial statements
· Financial reports, metrics and ratios
· Journal and general ledger entries
· Basic accounting transactions as necessary
· Job cost and cost code structures
· Payroll management, including multiple locations
· Management of insurance and legal matters
· Payroll, property tax, and federal and state income tax returns
· Analysis of accounting software and internal controls
· Management of human resources and benefits administration
· Integration of company wide information technology services

Which industry do you represent? (How would a client or partner label your service offering?): Accounting

Which titles make purchase decisions for your offerings?: CEO/Owner, Finance

Do you target specific types or sizes of companies? If so, please explain.: I target small to medium sized companies, in the $2 to $30million range.

Who are your power partners? (Who refers business to you? What business are they in?): Business consultants, CPAs, attorneys, private equity investors, and others in a position to recommend CFO/Controller services

What are some symptoms that a prospect might need your offering?: Lack of a high level finance and accounting professional on staff, lack of timely financial information to make business decisions, desire to have professional financial plan, busines plan, or budgets and forecasts.

What differentiates you as a possible business partner?: I always look for ways to help my clients and enjoy being able to refer other professionals who might be able to help them.