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Representative Clients

Representative Clients

Earthling Interactive is a top-notch developer of mobile and web applications. I have been working with them in early 2012 and have been on retainer since October 2014 to establish accounting policies and reporting formats; assist in selection of independent auditors and coordinate financial statement audits; develop burdened labor cost and billing rate analysis; rationalize dividend distribution procedures; and undertake various other projects.

Digsite® provides a software-as-a-service (SaaS) product that allows marketers to use a private social media platform as a virtual focus group to quickly and easily recruit their target customer and get ideas and feedback. I have been providing services to them since April 2014, including develop projection models; obtain QNBV designation, angel investment credits and Technology Development Loan from WEDC; establish appropriate accounting and security policies; develop enterprise risk management policies and practices.

CODAworx is an online marketplace for artists and design professionals to showcase their work, collaborate with one another, and earn recognition for their projects. I have been providing outsourced CFO services to them since April 2013, including development of accounting policies and procedures, HR administration, financial reporting and forecasting.

5NINES is Madison’s premiere cloud service provider, and offers enterprise-level IT infrastructure consulting, hosting and management services. I provided outsourced CFO services to them from April 2012 through August 2017, including assisting with bank relations, review of acquisition opportunities, defining real estate strategies, developing equity participation programs, creating financial dashboard, and improving cash forecasting.

Networked Insights has developed proprietary analytic software to make sense out of the data from the world wide web. I was pleased to help them by providing outsourced CFO services from June 2010 through December 2011, when they hired their first full-time CFO.  My services included selection of independent auditors and preparation for their first full financial statement audit, among other projects.