Client	Project Requirements
Recycling Company - Houston area	Complete overhaul of accounting (QuickBooks Manufacturing). Set up company for handling rapid growth into multiple markets; counseled president on raising new capital; negotiated with banks for restructuring debt.
Non-profit Organization - Houston	Complete overhaul of accounting (QuickBooks Non-profit).  Implemented new Chart of Accounts; established use of classes for agency programs; set up proper grant accounting system for this $1.4mm social services agency.
Non-profit Organization - Houston	3-month project to correct weaknesses in grant accounting.  Guided this $4mm agency through its audit.
Ethanol Trading Firm - Houston	Designed an accounting solution that integrated a sophisticated inventory tracking software system with QuickBooks, which considers inventory one of its weakest areas.
Nursing Home Holding Company - Houston	Forensic Accounting Project that revealed and corrected serious weaknesses in accounting procedures in various facilities.
Medical Services Firm - Houston A 550-employee firm operating in several states	Overhauled and upgraded accounting.  Performed their first company-wide fixed assets audit.  Performed an internal audit of all sales tax matters.  Worked with outside CPA's to strengthen management accounting procedures.  Trained senior and middle management members on analytic performance tools.  Developed a cost accounting system down to the lowest operating area level.  Performed a risk analysis of all major vendor/customer relationships, identifying omissions in contracts and showing how to correct them.  Developed a model for standardizing profit analysis before and during contract negotiations with new clients.   Revenue had stagnated at $25 million for the prior two years.  It jumped immediately to $30 million and was projected to reach $50 million within four years.
Heavy equipment manufacturer - Houston	Interim COO position. Total restructuring.  New accounting and new marketing programs; established two divisions out of one; negotiated bank credit; settled outstanding lawsuits; computerized entire company; wrote detailed operational business plan; assisted in international negotiations.  Consolidated 20 years of videos into 30, 60 second and 5 minutes videos.
International Project Management Company - Houston	2006:  Served as interim CFO/Controller, replaced the existing accounting staff and trained a new team.  Set up government project accounting methodologies.  Designed a custom payroll recording system for employees assigned to a foreign client in the Middle East. (The most challenging payroll problem I had ever encountered, since it involved US, English and Saudi employment laws).  Reestablished arms-length procedures for foreign subsidiary to comply with tax regulations. 2004:  Installed customized accounting and reporting systems and assisted in developing a multi-firm holding company.  Designed an integrated forecasting and reporting model with roll-up of information from field project managers to provide senior managers with a complete overview of the entire company.
International Chemicals Trading Company - Houston/Beijing, China	Installed customized accounting and inventory/logistics reporting systems for US operations.  Identified serious credit exposure to a major customer and helped develop a strategy to prevent loss.
Fire and water damage control company - Beaumont, TX	Growth management.  Management training; realigned entire operations procedures; upgraded accounting; developed two year marketing strategy designed to take the company into multi-state operations.  This company was subsequently acquired by a large conglomerate.
Logistics consulting firm - Atlanta, Miami	Interim CFO position.  Prepared growth strategy program; upgraded accounting; prepared comprehensive business plan; negotiated new bank credit facility.
Wholesale Art distributor - Atlanta	Total restructuring.  New accounting; operations procedures; marketing program; banking credit arrangements.  Goal was to make company more financially stable and establish a workable growth program through a total change in marketing strategy.
National distributor of foodservice equipment - Atlanta	Management training.  Renegotiated bank credit line; trained internal accountant; investigated possible acquisitions; wrote business plan for new Internet venture.
New computer hardware division of Japanese trading company - Atlanta	Management training of senior level management to bring entrepreneurial thinking into a new division of a typical low-risk corporate environment.
Internet service company - Atlanta	Business planning so company could be sold.
In-home sanitizing service company - Palm Beach, Atlanta	Startup business. Interim COO and VP/Marketing positions.  Prepared all operational guidelines; produced 30 and 60 second TV spots. Objective was to make this a franchisable operation for the new son-in-law of a Palm Beach investor.
Cleaning equipment importer and distributor - Atlanta  (This was one of 3 projects for the same investor over a ten year period)	Interim COO/CFO positions.  Helped guide company from startup to nationwide sales.  Installed accounting; produced all marketing materials; produced video materials; opened branch sales offices; trained salesmen; wrote technical materials for customers and field sales and service personnel.
Field service company for the power generation industry - Atlanta	Preparation of company for sale.  Interim CFO position.  Computerized entire company; installed new accounting; trained all admin personnel on efficient practices; helped renegotiate new contracts with major customers; expanded service charge base for all customers. Negotiated joint-venture in Puerto Rico. Sales increased from $2mm to over $10mm in ten months. Gross profit margin increased from less than 10% to over 40%. The company was sold less than a year later to an international conglomerate.
Designer bottled water distributor - Houston/ Edmonton, Canada	Startup.  Built entire infrastructure; raised venture capital; negotiated with major bankers; prepared five year business plan for sale of the business.
Bed and breakfast inn - St. Augustine, FL	Assisted the new buyer in obtaining financing.  Prepared comprehensive business plan that resulted in doubling the existing inn business and obtaining SBA financing; developed strategy for increasing business overnight stays during slack tourist periods.
Multi-state steel processor - Atlanta	Interim Exec.VP position. Hired directly by majority shareholder.  Primary Task: Financial and administrative restructuring of entire company; integrated Accounting and Operations computer systems; cut costs (lowered admin. expenses over $100,000); implemented first sexual harassment training to avoid a lawsuit.  Secondary Task: Identified source of continuing losses in three of the company's four plants: (the cause:   the company president, who micromanaged everything and had very weak management skills).
International seafood company - New York, Houston	Interim CFO position.  Primary task: Uncovered fraud in their Mexican shrimp farming operations.  Secondary task: Upgraded accounting and computer systems.
Steel processor - Birmingham, Alabama	Startup company, built for resale within three years. Raised capital; installed new infrastructure; negotiated government assistance; managed logistics of all equipment acquisitions; negotiated joint-ventures. Company was sold within two years to a national firm
Heavy steel fabricator - Houston	Financial crisis intervention.  Prepared multi-scenario business valuations and served as expert witness in breach of contract lawsuit against a major vendor.
Heavy equipment manufacturer - Houston	Arranged management buyout from parent company.  Interim Exec.VP position. Wrote 5-year business plan; raised venture capital; installed new accounting and administrative infrastructure; prepared marketing materials;
Regional furniture distributor - Houston	Crisis management.  Renegotiated bank credit facilities; trained owner how to read his own financial statements.
Commercial factoring company - Houston	Founded and managed.  Sold to outside investors.