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Beyond Accounting | Fractional CFOFractional CFO
Feb. 2025Every business owner needs a roadmap to guide the company in the right direction so You don’t waste time or money anymore. Together we will define and create a strategic roadmap that will turn your vision for success into reality! If your business struggles with:
☑️Unpreditable cash flow
☑️Gaps in processes consuming profits
☑️Revenue is growing but profits are shrinking
☑️Defining a clear strategy & direction Beyond Accounting can help you! Call 970-329-1272 today and start with three easy steps!
📅Schedule your free 90 minute discovery 📝Create a plan
📈Grow your business!
D and I DoorsChief Financial Officer
Nov. 2023 - Feb. 2025Loveland, Colorado, United Stateso Develop five-year Strategic Plan with Owner
o System and process creation
o Implement Acumatica ERP system
o HR and Payroll; policies, compliance, and process
o Financial Statements and analysis
o Cost Accounting; standard costs, BOM, margin analysis
Thompson School DistrictDirector, School Board
Nov. 2021Loveland, COThe School Board is comprised of seven directors elected to serve four year terms and who as team set the policies and priorities for the school district. The board has one employee which is the superintendent who is responsible for overseeing the operations of the district and ensuring the policies and priorities established by the board are implemented. In partnership with the superintendent, the board develops and establishes:
• The educational needs and values of the community
• Establish school district goals
• Overseeing the school district budget
• Adopt policies
• Assuring systemic review and evaluations of all phases of the school program
• Advocating on behalf of students and schools
Local Hive™ Honey Controller
Oct. 2021 - Nov. 2023Greeley, Colorado, United States
Rocky Mountain Westy, Inc.Controller
Jan. 2019 - Jun. 2021Fort Collins, Colorado, United Stateso Key member of Leadership Team.
o Establish and document core processes.
o Update Employee manual, policies and benefits.
o Cash Management, Forecasting and Budgets
o Sales Tax Compliance for Multi-state using Avalara
o Project Manager for ERP and Ecommerce Conversion
Oversee all accounting functions for five companies; Manufacturing, Auto Service Shop, 2 real estate holding and one importer
noosa yoghurtPlant Controller
Jul. 2016 - Dec. 2018Bellvue ColoradoAssists VP of Operations in analyzing and assessing factory performance, efficiency, business analysis and financial reporting. * Factory performance; develop loss reports and production variance analysis
* Budgets; develop and implement departmental budgets and monitor budget performance
* Develop, implement and monitor internal controls and processes for plant operations
* Inventory Management; development of policies and procedures
* Standard cost; establish costing process, analyze PPV, update costs
* Raw Materials purchasing and production planning
* Supervise and manage a staff of four direct reports
Accountemps - Freelance ConsultantSenior Management Accountant
Jan. 2013 - Jul. 2016Ft. Collins - Loveland - Greeley Area2013 to Present Independent Contractor
Senior/Management Level Consultant
Interim Controller for companies such: Teasdale Foods and Odell’s
Various special projects
Currently on assignment at: Water Pik restructuring cost accounting processes Extensively experienced and goal-oriented Controller, with a demonstrated track record of leading the preparation and analysis of financial reports to summarize and forecast financial position. Proven expertise in driving efficiency and productivity through evaluation of financial management systems and implementation of process improvements. Core competencies include: > Accounting Management
> Financial Analysis
> Forecasting > Cash Management > Budgeting
> Inventory Management
> Cost Accounting
> Project Management
> Process Analysis
> Efficiency Improvements
JR MiniaturesVice President/Controller
Apr. 2000 - Dec. 2012Loveland ColoradoDirected financial management functions including development of monthly/quarterly financial statements, financial forecasts, and budgets. Oversee general accounting functions, including AR/AP, account reconciliation, and cash management. Administer all financial management systems, evaluating and integrating new applications. Develop Bill of Materials for all products manufactured and set up inventory management.
Spearheaded conversion from Peachtree for Manufacturing to MAS90
Negotiated the acquisition of a competing company which increased revenues 32%
Developed and maintained the company web-site
Served as key leader in effectively expanding into international markets which included The United Kingdom, Australia and Canada.
Xpectra IncCorporate Controller
Sep. 1998 - Mar. 1999Niwot ColoradoOversee general accounting functions, including AR/AP, account reconciliation, job costing, work-in-process and cash management for main company and also for four other subsidiaries. Responsible for managing asset based line of credit and disbursing funds to subsidiaries. Assisted VP of Finance with acquisitions and merging new companies into the corporation. Key leader in helping Company recover from a bank loan default
Developed and implemented a new job costing system.
Audit liaison for lenders and CPA firm
NST Business CenterPresident
Jan. 1992 - Dec. 1998Johnstown ColoradoAssisted small to mid-size companies with a focus on construction and manufacturing industries, in selecting and installing accounting software. Based on a process analysis, created and implemented accounting, job costing and inventory procedures. Provided monthly accounting services to preparing financial statements for clients. Developed and presented seminars for Peachtree and QuickBooks accounting software.
Highland Stone HallController
Jan. 1990 - Dec. 1992Denver ColoradoDirected financial management functions including development of monthly/quarterly financial statements, financial forecasts, and budgets. Oversee general accounting functions, including AR/AP, account reconciliation, and cash management Key Achievements:
Restructured the accounting department which included reconciling 1000+ G/L accounts.
Successfully negotiated an IRS audit which saved the company over $300,000 in taxes.
US NavyAK2 (E-5) Aviation Storekeeper
Jan. 1979 - Dec. 1984Atsugi Japan (Final)Stationed: NAS Miramar
NAS Atsugi Honorably Discharged
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