- In my private experience I was hired as the Director of Accounting and Administration for a $50MM 5-plant multi-product line manufacturing company. They were unable to report accurate and comprehensive financial data. Within a year of staffing changes, new tools and improved reporting, timely and accurate reporting were achieved.
- A referral from a CPA, performing a Certified Audit. The client was having difficulty providing accurate financial information. A few years later, after personnel and procedural improvements, the Audit is routine, transactions are correct, properly supported and issued on time, with few adjustments.
- A catering company looking for a seamless solution to capture the many data elements related to planning and tracking an event as well as the related accounting-related information. Created the software so one tool would satisfy both needs. It has been in use for 15+ years.
- A gold dealer on 47th street in NYC contacted me to automate his operation, which is very unique. Developed a solution within a month. When I met him, there were 4 staff in his office, when I left there was 1.
- In many cases staff is entering transactions without bookkeeping education or training which leads to invalid financial reporting. My private experience, supervising accounting departments, taught me how to teach bookkeeping concepts clearly. After a short time, with this new knowledge, transactions are properly recorded, and financials are reliable.