Over 20 years experience as a CFO in the United States, Australia and S.E. Asia. Specializing in the needs of Startup’s in Software Technology, Sustainable & Renewables Technology, Ecommerce and Fintech.
Virtual CFO ServiceA Business Partner. An experienced finance and qualified accounting professional providing a comprehensive service that includes :-
· Business Planning. A LivePlan Certified Expert Advisor, with extensive experience in new venture planning, forecasting, Pitch Decks and raising capital from Investors, Banks and Lenders· Financial Management. Implementing Cloud accounting to provide online, real time access to your business finances, monitor profitability, KPI’s, and Cash Flow· Fintech. Providing US banking solutions for non-residents, international banking solutions for US citizens and FX advice.· Forensic Accounting. In depth accounting analysis, for product pricing, cost accounting issues, and business valuations.· Tax Advice. Organizing your business to optimize your tax structure and ensure compliance with Federal, States and Sales Tax Laws
Income Tax Return ServiceA complete year round tax service that provides :-
· Quarterly Tax Estimate Reviews and Documentation· Income Tax Return. Preparing tax return working papers for filing Federal and State returns· Affiliation with a Top Tax CPA for electronic filing
Accounting & Bookkeeping ServiceAn Accounting and Bookkeeping service for Cloud Accounting systems. Experience with the following Cloud Accounting systems :-
· Xero (Pro Advisor)· Quickbooks Online (Pro Advisor)· Freshbooks (Certified)· Wave (Certified)· Quickbooks Enterprise· Netsuite
This service is provided by a group of Virtual Bookkeeping Assistants who report directly to the CFO, and whose work is reviewed daily.
Offshore Bookkeeping ServiceA unique service with over 200 Offshore CPA’s operating under US supervision, available to handle :-
· Conversions, reconstructions and other data intense projects· Budget driven projects, that can be only partially automated
Sales Tax ServiceCompletion of Sales Tax calculations and Sales Tax returns. The service includes :-
· Ongoing advice on Sales Tax issues· TaxJar Subscription· Monthly Flat Fee· This service can include the provision of Trust Banking Services
Qualifications Former Chartered Accountant (CPA) with Arthur Andersen & Co Former Business Analyst with Andersen Consulting (Accenture) Member of the Institute of Management Accountants. Member of the American Institute of Professional Bookkeepers Registered with the IRS to submit Tax Returns