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We provide exceptional CFO and business analysis services at a fraction of the cost of a full-time position using a flexible approach. We will assist your business whether you have a single issue-based need, an interim gap to fill, or a long-term need for part-time financial guidance. Select a button below to see how we help owners:

Manage Financials Evaluate Decisions Focus the Business

Understand and Manage the Strategic Financial Aspects of the Business

  • Financial Statement Review with Owners; Communicating Key Developments and Recommendations
  • Custom Financial Reporting and Communications to Owners and Other Stakeholders
  • Development of Management Reporting and Recommendations Focused on Internal Decision Making
  • Analysis of Profitability, Performance, Liquidity, Leverage and Solvency
  • Budget Preparation, Analysis of Variances, Reporting and Recommendations
  • Performance Trending & Forecasting
  • Cash Management and Liaising with Treasury Management Contacts
  • Working Capital Management
  • Assisting with Securing Financing from Banks and Monitoring Existing Obligations and Covenants
  • Insurance and Employee Benefit Policy Review, Sourcing and/or Negotiation Assistance
  • Training and Development of Accounting Staff
  • Developing Well Controlled Accounting Policies and Procedures to Operate Efficiently and Protect Assets

“We were having difficulty projecting our revenues and expenses due to the number of moving pieces in our business.  Chad provided us with some financial planning and analysis tools that helped us understand how to recognize the key variables driving our business and financial results.  He made what seemed complex and intimidating much easier, especially for our management staff that didn’t have a financial background. Not only did we improve our forecasting accuracy, we developed better information to run our business.  

We substantially improved how profitably we deliver our products and services. Additionally, our operational managers feel more confident in the budgeting process and they find that they are able to contribute a great deal more to the process now that they understand the key indicators of our business and how it impacts their individual departments.”

Fluno Center

Evaluate Decisions for the Business

  • Business Analytics - Turning Business Data into Actionable Information by Delivering User-Friendly, Automated Business Intelligence with Tools like PowerPivot
  • Delivering Powerful Customized Financial Models to Analyze the Impact of Operating Changes and/or Strategic Initiatives
  • Assisting Staff with Advanced Analytical Techniques and Spreadsheet Development
  • Assisting with the Evaluation and Selection of Software, Systems and Tools
  • Serving as a Sounding Board and Key Advisor to Leadership for Decision Support

“Chad has provided our business unit with exceptional analytical insight through the lens of an effective business intelligence tool. Created using a simple plug-in for Excel 2010, Power Pivot, the tool is not only affordable, but extremely effective and easy to use. Chad’s managerial expertise combined with the knowledge of how to act on the data’s results contributes significant value to our decision making processes.”

Manager – Information Technology
Wisconsin School of Business
Executive Education

Focus the Business

  • Assisting with Strategic Planning, Alignment and Execution Techniques
  • Development and Tracking of Key Performance Indicators
  • Working side-by-side with Owners and Management to Provide Leadership and Direction throughout the Business

“Chad helped us to develop the systems and tools that we needed to ensure that our actions were appropriately aligned with our client’s strategy and expectations. The tangible results of this effort for our property were increased profitability, international recognition and rankings, and an inimitable customer experience.

He has also been able to provide ideas and systems that we will be able to leverage in other areas of our organization. He is easy to work with, is an excellent communicator and is highly effective. I’m thrilled to have him in our arsenal of resources.”

General Manager
ARAMARK Higher Education



Contact us by phone at 608-345-8311 or email at