Expert Details
Improving Accounting Systems, Improving Financial Systems
ID: 726371
Kentucky, USA
He has over 20 years of experience in cost management with companies from start-ups to mature companies.
He has over 15 years of experience in manufacturing cost analysis & control.
He has implemented budgets for companies from start-ups to mature companies.
He has done financial modeling for nonprofits, manufacturing companies and service industries.
He has over 25 years of corporate accounting experience.
He has over 20 years of finance experience.
He has written accounting policies for over 12 companies the past 10 years.
He has over 20 years of experience implementing accounting systems for start-ups to mature companies.
He has made improvements to accounting systems for over 10 companies the past 10 years.
He has evaluated accounting technology for client companies from QuickBooks to PeopleSoft.
He has over 15 years of implementing business strategies as a CFO and consultant.
He has over 20 years of business operations experience.
He has over 20 years of business process improvement.
He has over 20 years of business process re-engineering resulting in lowering company costs & improving efficiencies.
He is an entrepreneur, starting his own business 9 years ago and has worked extensively with other start-ups as customers.
He is a small business owner and has worked with small businesses for the past 10 years.
He has worked with Peachtree accounting software extensively.
He has worked extensively with Quicken over the past 15 years.
His business does tax preparation & planning
He has worked in lean manufacturing since 1995.
This business provides CFO & controller services to businesses on a part-time or contract basis. Services provided to clients in manufacturing, equine, information technology and nonprofit industries. See www.strategicfinancialsolutions.net for specific client information. Assist clients in lean accounting implementation by working closely with clients resolve the real-world issues they face in implementation. These issues include removing traditional cost-based performance measurement systems in favor of lean performance measurement systems, migrating from a traditional income statement to a value stream costing income statement, creating a transaction elimination maturity path and working with management to create new business decision making models based on lean accounting practices.
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 1983 | Degree: MBA | Subject: Finance | Institution: University of Kentucky |
| Year: 1981 | Degree: BS | Subject: Accounting | Institution: University of Kentucky |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2001 to Present | Employer: Undisclosed | Title: Owner/President | Department: |
Responsibilities:He provides contract CFO & Controller Services to businesses |
|||
| Years | Employer | Title | Department |
| Years: 2000 to 2001 | Employer: Clark Material Handling Co | Title: North American Controller | Department: |
Responsibilities:Available upon request. |
|||
| Years | Employer | Title | Department |
| Years: 1990 to 2000 | Employer: E.D. Bullard Company | Title: Chief Financial Officer | Department: |
Responsibilities:Available upon request. |
|||
International Experience
| Years | Country / Region | Summary |
|---|---|---|
| Years: 2007 to 2007 | Country / Region: Italy | Summary: He worked with Siemens VDO to implement lean accounting |
| Years: 2008 to 2008 | Country / Region: Brazil | Summary: He worked with Parker Hannifin to implement lean accounting |
Career Accomplishments
| Associations / Societies |
|---|
| AICPA Kentucky Society of CPA's |
| Licenses / Certifications |
|---|
| Certified Public Accountant - 1983 |
| Publications and Patents Summary |
|---|
| Co-Author of "The Lean Business Management System" 2007 |
Additional Experience
| Training / Seminars |
|---|
| Lean Accounting Workshops |
| Marketing Experience |
|---|
| Manufacturing Start-Ups |
Fields of Expertise
cost, activity-based costing, budget control, cost accounting, cost analysis, cost control, cost engineering, cost modeling, manufacturing cost analysis, manufacturing cost control, operating cost analysis, production cost, project cost control, project cost engineering, project finance, financial modeling, accounting, corporate accounting, finance, corporate finance, accounting policy, accounting system, accounting technology, business strategy, business re-engineering, business operations, business process re-engineering, business process management, entrepreneurship, small business, Peachtree accounting software, Quicken, tax, income tax, lean manufacturing, bankruptcy accounting, tax compliance, tax planning, tax incentive, capital gains tax, corporate tax, supplier cost reduction, cost reduction