Part-Time or Project Based CFO and Controller Services

“Employing a manager with proven skills on a flexible basis translates into results with less overhead, no benefits expense and reduced ‘downtime’.”

Start Me Up, George Donnelly, CFO Magazine

Robert Low

Daniel Perron

Jackie Chee

 

Robert Low, CFORobert Low Provides Part-Time and Project Based CFO and Controller Services

Robert Low has over 30 years of "hands-on" experience in the financial management of entrepreneurial companies.  He started consulting in 1989 serving with more than 50 companies. Prior to that he twice worked as controller of high technology startup companies and was CFO of a $100M+ software company. Robert has extensive experience in securing venture and bank financing, crisis management, due diligence, implementing accounting systems, preparing financial forecasts, and non-profits.

Accomplishments have included 6 years as CFO /controller of BancWare, Inc. during a period of rapid growth including several acquisitions; developing planning and budgeting tools at the New England Conservatory of Music; part-time Controller of PlanetAll, one of the earliest social networking start-ups, which was sold to Amazon.com for close to $100 million; part-time CFO at Viveca Software during closing of a $14 million venture capital round; and serving as part-time Controller and a director for Fotec, Inc., until its successful sale to Fluke Networks.

Robert is the author of Accounting and Finance for Small Business Made Easy (Entrepreneur Press, 2004) and Bottom Line Basics (Oasis Press, 1995).  These books cover the essentials of financial management of smaller companies and are written for non-financial managers. The books have been favorably reviewed in journals including Inc., Business Life, and Choice. See the Resources page for more information.

Robert is also one of the inventors of Cashe, a knowledge-based Windows applications for financial forecasting and analysis.  In connection with Cashe,  Robert taught numerous training classes and spoke at American Management Association valuation courses.

Robert received his B.A. degree from Rice University and his Master's degree from the M.I.T. Sloan School of Management.

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Daniel Perron, CFODaniel Perron Provides Part-Time and Project Based CFO and Controller Services

Daniel Perron has over 30 years of "hands on" diversified financial management experience in a variety of industries.  He has held a number of corporate financial positions which have included:  director of finance for a leading venture capital firm, vice president of finance for a boutique securities firm and controller for a real estate investment company.  Since 1991, Dan has worked as a part-time CFO / business advisor with over 50 companies. Dan's blend of experience with leading edge technology and traditional companies brings a unique financial perspective to client companies.

Recent engagements have included:  part-time CFO for a real estate management and development company (First Equity Associates); part-time CFO for a Boston based regional law firm (Murphy & King, P.C.); part-time CFO for a software startup (Azigo, Inc.);  part-time CFO for a market research firm (Strategy Analytics, Inc.);  part-time CFO for a regional route laundry company (Automatic Laundry Service Co.).

Services have included, financial system implementation, financial forecasting and analysis, financial statement preparation, purchase and sale negotiations, investor relations and fund raising, bank financing.

Dan received his B.S.B.A. degree (cum laude) from Nichols College and a Masters of Business Administration from the Lubin School of Business, Pace University.

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Jackie Chee, Senior Consultant and QuickBooks ProAdvisor

Jackie Chee provides part-time and temporary services in accounting and payroll.  Jackie has extensive accounting and payroll experience in a variety of industries ranging from financial institutions, retail, non-profits, and manufacturing.  She is a Certified QuickBooks ProAdvisor offering installation and on or off site management of QuickBooks information.  Recent projects include managing the QuickBooks information for a small non-profit organization; processing a Canadian payroll for an international manufacturing corporation; and annual processing of 1099’s and compilation of information packat for outside CPA. 

Prior to joining Perron & Low, Jackie’s experience included four years as Payroll Manager of Staples, Inc. during a period of rapid growth including several acquisition and two years as Payroll Supervisor of Analog Devices Inc. 

Jackie Chee holds a BA from Colby College and an MBA from Boston University.

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Certified QuickBooks ProAdvisor
AFSMME
Bottom Line Basics by Robert J. Low