Early Stage Advisory

Advisor to assist a key employee or department with project management, execution, prioritization and help with decision making on new key cross functional processes and how to set up the day to day so they are ready for financing due dilligence without extra effort

You’re a tenured CFO who understands what is needed for operational success.

But your Controller is less experienced.

Does this sound familiar?

  • We use Quickbooks and need a new ERP - how to go about selecting what would work best for us?

  • We are ready for a new product launch - now what?

  • You need to implement a P2P process - which is best for us?

  • We just received cash - how to set up banking for security and efficiency?

  • How can I educate my staff what is needed for Due Diligence and have a structure to support readiness?

  • We are ready to expand internationally - now what?

  • We need to support customers who require backend automation - how?

  • We need to accept multiple forms of payment and have it efficiently reconcile - what is best?

If you don’t take care of those problems, obtaining financing or providing financial due diligence requests when a potential investor asks makes you look like you’re not on top of it.

I get it.

Inexperienced staff, lack of time to manage the project execution and training needed and lack of knowledge of the "key details" behind fundamental decisions that need to be made can end up costing your company a lot of money.

You want to avoid the headaches of inefficiency and be seen as organized and in control of your organization and its related processes.

You also want more time to work on the multitude of other challenges involved with hypergrowth stage.

Most importantly, you want to have access to better options when trying to raise money while knowing you are ready for due diligence and can make knowledgeable statements that involve associated personal risk.

You’re not alone.

As someone who’s been in the Controller role several times, I know what it takes to company public.

I understand the pains of dealing with an inefficient backend process and the cost of having to fix it later down the line.

You might think you need a consultant to come in and help you out.

But you don’t.

You need a guide to help your team succeed, educate them on the options and provide advice on best practices, alternatives, timeline and what to prioritize.

And I’m here to help.

INTRODUCING

Early Stage Advisory

Assisting a key employee or department with project management, execution, prioritization and help with decision making on new key cross functional processes and how to set up the day to day so they are ready for financing due dilligence without extra effort.

What’s included:

  • Tailored to meet the needs of the project

  • Monthly meetings and availability for advisorship as issues/projects come up from someone who understands your business, the process details and is able to make recommendations without additional effort

Please fill out the form below to get in touch with me and describe your problem in detail. I’ll get back to you within 24 hours with the recommended next steps.

Kind Words From Past Clients

  • "Cindy has a "can do" attitude, and is tenacious in removing roadblocks, resolving issues and making sure critical deadlines are met."

    “I first worked with Cindy when she was consulting to Affymetrix. She helped us design a global customer data model, and then she helped lead a multi-year global ERP implementation. When I joined Pacific Biosciences, I hired Cindy to lead the design for our Order-to-Cash and Procure-to-Pay business processes in conjunction with our ERP implementation of the Financial and Manufacturing modules. Cindy brings high energy and enthusiasm to her work. She has a "can do" attitude, and is tenacious in removing roadblocks, resolving issues and making sure critical deadlines are met. Cindy is trustworthy, candid, and reliable.”

    Carla Nichols, Director of Systems Integration, Pacific Biosciences, Inc.

  • “Cindy is self-motivated with a high degree of energy and was always a pleasure to work with."

    "Cindy joined Veritas during a time of triple digit revenue growth, a CFO transition and significant merger activity and was clearly not afraid to take on the challenge. Cindy was able to successfully manage the day to day operations of the finance organization, all acquisition related due diligence support, investment banker relations and modeling, all SEC reporting compliance, and significant finance recruiting activities as well as the execution of a new system integration and implementation project. Cindy is self-motivated with a high degree of energy and was always a pleasure to work with."

    Mark Leslie, Former President, CEO and Chairman of the Board, VERITAS Software Corporation, Inc.

  • “I would definitely hire Cindy again and would wholeheartedly recommend her.”

    “When we hired Cindy, not only was I going out on maternity leave for ~5 mos, but the company was in the throes of having to comply with a much higher level of compliance and scrutiny. We chose Cindy because she not only had expertise in all the areas we were looking for (accounting requirements, compliance, SOX prep, team mgmt and training, audit mgmt, etc) but she had the energy level and work ethic that we needed to get it all done. She immediately took on a leadership role, flew quickly up the learning curve and helped manage the team through a time when resources were low and expectations were very high. I would definitely hire Cindy again and would wholeheartedly recommend her.”

    Lisa Issacson, Director of Finance, Financial Engines

Hi, I’m Cindy.

I’m an accounting solutions expert who’s been in the Controller role and took a company public.

Throughout my 20+ years in consulting with pre-IPO hypergrowth companies, I've managed “more than a few” projects requiring ERP "re-design" and I’ve helped them navigate path to successful IPO.

I’ve also managed an initial successful SOX 404 implementation thru to 404 adoption and often support SOX control identification.

As an expert in control assessments with effective remediation recommendations, I’ll help your company navigate successfully through your hypergrowth stage.

It’s time for a smooth accounting process that’s done right and set up to scale the first time.

Let me advise your team so they can deliver hands-on results without wasting time and money.