Surfside Consulting, Llc

As a CFO (CPA, MBA) with a 25+ year career leading finance teams in growth-oriented, entrepreneurial firms, I am experienced at helping you create Value. Focusing on understanding core business processes and key performance metrics, I help organizations and their leaders understand the importance of integrating finance and operations to drive increased cash flow, profitability and shareholder/investor return. With proven experience leading M&A activities and new market expansion, I can help you make the growth decisions that matter. Whether evaluating new markets to enter, performing due diligence and helping craft Letters of Intent on possible acquisitions, or assisting with the preparation of sell side offering memorandums, I am here to help you achieve your growth plans. Why Surfside Consulting? Having a partner and mentor on the finance side of the business is critical. The saying goes ".you don't know, what you don't know"- and it's our job to help with what you don't know. From angel, venture and private equity backed start-ups, to privately held middle market firms, my background spans diverse industries, including- Real Estate Acquisition & Development, Home-building and Construction - Professional services, including Civil Engineering, Accounting and IT Consulting - Manufacturing, Wholesale & Distribution - Retail - IT, including software development, consulting and application integration Whether helping set up accounting software or systems, refining processes & controls, providing coaching or creating sophisticated reports required by private equity or venture capital investors, we'll help you focus energy on your core strategic objectives instead of accounting.