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With KPI Forecasting Tools In Place-We Strategize How To Save On Taxes From Increased Profits.
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Dan has a deep understanding of finance operational reporting necessary and is willing to share and implement these best practices into your business!

Here’s some of the areas with vast experience to help your business:

 Implement a 13 week rolling Cash Forecasting Tool to be updated weekly and monitored against quarterly forecast 

 Build Interactive financial & KPI dashboards for management teams to gage how business is performing on weekly/monthly basis

 Build proper monthly/quarterly financial packages to be used for mgmt. team, banks, VC or equity investors

 Identify operational inefficiencies and work with management team on proper solutions and build ad hoc reporting moving forward

 Provide guidance if have right back-end partners in place to scale your business very cost effective. Whether it’s implementing right payroll/401K provider, right bank (Go paperless!!-no checks), lines of credit

 Build Investor Decks along with 3-5 years business plans to raise capital or sell company

 Build what if scenarios to evaluate buy/sell side of your business to other strategic companies

A note from Dan…

I’ve been on your side as an entrepreneur and senior management executive for almost 30 years. From working on startups to a Fortune 500 company, I know it takes discipline and good reporting tools to make sound decisions on how to cut costs, increase revenue, hire more sales reps, spend on technology or marketing, and raise capital. I am excited to take this knowledge and put it in place for companies as a consultant.

Comments from Colleagues that have worked with over the years

Dan is the MVP of Restaurant.com. Among the many & broad range of tasks and responsibilities he covers as CFO, one thing I would like to mention is compensation. Dan has put together a BRILLIANT ...
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James Carso
Pathspo
Dan is the MVP of Restaurant.com. Among the many & broad range of tasks and responsibilities he covers as CFO, one thing I would like to mention is compensation. Dan has put together a BRILLIANT comp plan which I believe is the main driver behind why this company is going to breakthrough. Besides that, I couldn't imagine working under a better person. Great combination for success!
James Carso
James Carso
Pathspo
I have had the opportunity to work with many talented CFO's, but never have I had the opportunity to work with someone who possesses such a keen understanding of all departments and an incredible sense of ...
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Jim Lipuma
OakStreet Health
I have had the opportunity to work with many talented CFO's, but never have I had the opportunity to work with someone who possesses such a keen understanding of all departments and an incredible sense of creativity. Dan is truly one of the most creative people I have ever been around and rarely can that be said of someone in a CFO role. Every week, Dan brings forward the kind of creativity that you find from people in high-level biz dev and CMO roles. Along with being an incredibly talented CFO, Dan is truly the complete package...great mind, incredible upbeat attitude, friend to all and committed to the cause. In short, Dan is an A+ talent and will be a life-long friend.
Jim Lipuma
Jim Lipuma
OakStreet Health
I have had a working relationship with Dan for over 13-years and I can easily say that his approach to leadership is second to none. Dan is one of those leaders in your life that you ...
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Vince Carone
Cultivate Advisors
I have had a working relationship with Dan for over 13-years and I can easily say that his approach to leadership is second to none. Dan is one of those leaders in your life that you learn from and grow from both personally and professionally. I observed how he handled change and adversity regarding our company's finances and learned a great deal on his strengths of transparency and clarity. Dan helps you understand what is going on around you as well as your own growth plan and trajectory. In an ever changing dot com business, Dan was able to learn with ease how each department operated and figure out a structure that would get the team excited as well as productive. As our company evolved I worked closer with Dan and found that his ability to listen and truly understand an individual were traits that weren't only necessary, they were desired. It is not easy to be in front of many evolving teams of ego-driven employees who always want more, but Dan does it with passion, commitment, and excellence.
Vince Carone
Vince Carone
Cultivate Advisors