We are pleased to share in the success of our client companies. Recent engagements include:
- All
- Biotech
- Funding
- International
- Long-term engagements
- M&A
- Manufacturing
- Non Profit
- Other industries
- Out-sourced Accounting
- Rapid Growth
- Services
- Software
- Start Up
- Successful Exits
Worklete, Inc. – Start-up SaaS offering for preventing physical injuries
Serve as Part-time CFO and provide outsourced accounting. Raised over $6M in venture funding...
Viveca Software
Managed due diligence and close process for $14M Series A Equity plus $8M Venture Debt....
The Institute for Protein Innovation
Provided interim Director of Finance services for Biotech Non-Profit....
The Billions Institute, Inc.
Established reporting systems and procedures California based virtual consulting company. Help develop systems to monitor revenue and costs for various consulting projects and grants....
Strategy Analytics, Inc.
Provide CFO services for technology based market research company. Manage the financial reporting and compliance for the domestic parent company and various international subsidiaries. Currently working on a financial system conversion to Sage Intaact a multi-currency cloud based accounting system....
Southard Mattress Co., New Haven Manufacturing, Troy Shirtmakers Guild
Interim financial officer throughout each company’s Chapter 11 operations. All were successfully sold....
Project REAP
Provide outsourced accounting services....
PlanetAll
Served as part-time Controller for one of the first social media start-ups. Sold in 1998 to Amazon.com for $90M...
New England Conservatory of Music
Developed first budget that captured school year seasonality. Regular reporting to Trustees. Supported Development office during $100M capital campaign. Worked on system conversion to Microsoft Dynamics....
NES Health, LLC. – Alternative health company
Served as Part-time CFO during dynamic growth period where domestic revenue grew nearly 100% and company relocate from California to Florida. Integrated international offices into global forecasting and reporting....
Murphy & King, P.C.
Provide CFO services for Boston based regional law firm....
Midas Collaborative
Provide outsourced accounting services....
Latitude Beverage
Established reporting, systems, and processes to support profitable 12X growth to over $36M. Implemented upgrade from QuickBooks to NetSuite. Closed one equity round, obtained bank line and 3 successive increases....
JDCPhosphate
Raised >$42M Series A equity. Drafted business plan and investor presentations, presented at Venture Capital Forums, coordinated due diligence. Supported construction and initial operation of commercial scale demonstration plant....
Fotec, Inc.
Supported 50% growth and sale of company to Fluke Networks. Served on Board of Directors....
First Equity Associates, Inc.
Provide CFO services for regional real estate investment, development and management firm. Responsible for interim and year-end financial reporting, debt service compliance and purchase, sale and development due diligence....
Charles Webb, Inc
Identified and implemented strategy to return this furniture maker and retailer to profitability. Exited via merger with CI Designs....
BancWare, Inc.
Supported growth from $3M to $20M. Handled sale to, and integration with, SunGard Data Systems plus two acquisitions and expansion to London, Switzerland, and Asia. Managed complex commission and bonus plan development....
Avingtrans PLC
Provide financial due diligence for the potential acquisitions of UK based public company....
Automatic Laundry Service Co., Inc.
Provide CFO services for route laundry provider. Responsible for all aspects of the companies financial reporting and compliance. Helped developed and maintain bank lending relationship necessary to support multi-year double digit revenue growth....
Abundant Housing Massachusetts
Provide outsourced accounting services....
4G Clinical LLC – Start-up SaaS offering for managing clinical drug trials
Served as Part-time CFO from inception and provided outsourced accounting for international operations. Raised over $21M in venture funding....