Project Advisory
Assistance with long term projects needing expertise, guidance and knowledge of best practices involving systems, process and technical accounting. Oftentimes I am hired to join projects that are off-course and help develop the plan to get back on track.
You’re a CFO who has a critical project and no one skilled at the right level to manage.
And the project is not worthy of a full time hire but you need someone to jump in immediately without required "ramp up" time.
You need someone to come in and handle projects involving:
ERP Implementations
M&A integrations
Steering committee membership
Inventory module implementations
Due Dilligence projects
Cross functional projects
But the lack of resources leads to wrong decisions or inability to make decisions that end up costing you valuable time and money.
And it snowballs from there. Finance becomes the "blocker" to operations execution.
Not to mention, if you don’t take the time to do it "right the first time", you’ll end up wasting more time and money to fix it later.
I get it.
Right now, your span of responsibility is too great and your priorities lie elsewhere in the business.
You want your team to see your leadership as organized, on top of things and contributing to the overall success of the company.
You also want fundraising to become easier and due diligence support ready and prepared when needed.
Most importantly, you want to know that while your finance team is challenged, they are learning at a pace that is sustainable.
What makes me the best person to help you?
In my 30+ years of industry experience (with 20+ in consulting) I’ve handled a number of different projects for various hypergrowth companies, including:
12 successful ERP implementations
6 successful acquisition integrations
8 IPO's or successful financial exits
This experience makes me the best choice to be your guide to help your team succeed, educate them on the options, and provide advice on best practices, alternatives, timeline, and what to prioritize.
As a bonus, my enthusiastic and positive nature helps keeps projects productive and enjoyable.
INTRODUCING
Project Advisory
for longer term projects
Assistance with longer term projects such as M&A integration, ERP selection, implementation or enhancement or other major accounting rollout needing expertise, guidance and knowledge of best practices involving systems, process and technical accounting
What’s included:
Each service offering has a “Signature System” that outlines our services and support delivery as well as the intended transformation and/or “success” objective
Contact me - Let’s discuss.
Kind Words From Past Clients
Hi, I’m Cindy.
I’m an accounting solutions expert who’s been there and done that many times. I’m deeply passionate for the details involved.
I can work with all levels — see the big picture and know exactly "what issues" are important and which are immaterial.
I bring a unique combination of expertise in systems, accounting and process that will help your company navigate successfully through your hypergrowth stage.
I have extensive implementation experience and working knowledge the following ERP systems:
Netsuite
Oracle
JDEdwards
SAP ERP
expandable
Intuit Quickbooks
Intacct
I also have hands on working knowledge and integration experience with all of the following 3rd party applications:
Coupa
SAP Concur
PointPurchasing
Procurement Express.com
Bill
Salesforce
Expensify
Zuora RevPro
Dell Boomi
Celligo
Stripe
Tableau
Arena
Shareworks by Morgan Stanley
It’s time for you to stop resource constraints, lack of expertise, and time be the bottleneck in your business.
Let me handle your long-term projects so you can focus on other priorities in your business.