Typical Engagements: vcfo

All Components (Austin, vcfo)

Defined business needs and mapped processes to analyze current process flows and identify weaknesses
Created reengineered processes to improve transactional efficiencies and managerial controls
Identified and drafted custom modifications to align revised processes to capabilities of the new ERP system
Tested custom modifications and engaged functional leaders to ensure understanding of new ERP system and satisfaction with new processes

MessageOne, Inc. (Austin, vcfo)

Provided part-time finance and accounting team from inception to high-growth stage over five-year period
Developed database and related revenue schedules for 1500+ subscription-based software contracts
Provided strategic guidance on key business plan strategies
Developed and managed forecasting, as well as management and third party reporting needs

Nascentric, Inc. (Austin, vcfo)

Provided part-time team that led day-to-day support for accounting and operations
Developed and managed forecasting, modeling and reporting needs
Assisted in securing $6M in venture capital and supported ongoing investor communications
Secured successful sublease for under utilized office space

Spiceworks (Austin, vcfo)

Provided strategic guidance to CEO since the company’s inception
Provided part-time team for daily support of accounting and operations
Provided guidance on the most appropriate structure, templates and processes to use as the foundation for growth
Developed and managed forecasting, as well as management and third party reporting needs

CrossPoint Energy (Dallas, vcfo)

Provided strategic CFO-level support to this oil and gas exploration, production and development company emerging from a reverse merger with PIPE financing
Assisted with major investor relationships, made financial presentations and provided communication as necessary to the public markets
Provided public reporting guidance to the in-house accounting staff
Assisted with debt and equity structuring
Assisted with overall deal structuring, negotiation and closing

Nature's Formula/USC Solutions (Dallas, vcfo)

Provided fast-track, accounting oriented due diligence support for this mid-market contract manufacturing and formulation company
Engaged by this buyer to immediately assemble an experienced acquisition team including both CFO and Controller level resources
Completed due diligence and helped to close the deal on very short timeline
Continued to provide Interim CFO level support as well as day-to-day accounting support ultimately transitioning to new full-time Controller
Subsequently assisted the company in the due diligence and acquisition of another synergistic company paying very close attention to pricing and costing models
Assisted in the system upgrade and implementation
Assisted with further acquisition targets as well as offering varied accounting support to in-house accounting team

LingualCare (Dallas, vcfo)

vcfo personnel have been engaged with this company for more than four years. Lingualcare offers state of the art orthodontic treatment options through devices that are not visible to the casual observer. At various times, vcfo provided fractional CFO, Controller and staff level accounting assistance.

Assisted in various rounds of raising capital
Installed accounting system, chart of accounts and other accounting system basics
Developed all internal accounting policies, procedures and controls
Developed Stock Option Plan
Helped deliver all HR initiatives including Employee Handbook, PTO policy, benefits negotiation
Assisted in the recruitment, training and transition to a full time in-house Controller

Viscern (Dallas, vcfo)

Provided senior financial and accounting resources to evaluate and recommend solutions and improvements to the accounting, reporting and financial environment of one of the largest and most successful fundraising firms for not-for-profit organizations in the United States
Evaluated operations through careful review of financial reporting, staff work flows, policies and procedures, accounting software system, suitability of staff to their current and proposed responsibilities
Provided full-time interim Controller and other accounting assistance
Assisted new CFO with various issues facing the company and its private equity fund owners

BooKoo Beverages Inc. (Dallas, vcfo)

Provided a Controller on a full-time basis for several months to provide broad-based accounting direction and execution to this distributor of high-energy beverages
Supervised existing in-house staff, implementing policies, procedures, controls and best practices
Continued to assist the company with various accounting-related issues as needed

iTKO (Dallas, vcfo)

Provided strategic CFO level support and guidance to this Venture Capital-backed company
Assisted with new rounds of funding and bank financing
Prepared for and attended monthly Board meetings, producing financial statements and reports
Provided part-time Controller accounting leadership for the firm
Trained existing office management staff on proper accounting policies and procedures
Assisted with banking and investment relationships
Developed financial forecast and cash flow forecast

Applewood Plumbing & Heating (Denver, vcfo)

Provided strategic guidance to the CEO for this mid-market company
Developed performance dashboard reporting tools
Provided day-to-day support via Controller and Accounting Manager
Developed financial forecasting models

iBalance Medical, Inc. (Denver, vcfo)

Provided strategic CFO-level support to top tiered VC-backed medical device company
Developed dynamic financial modeling to evaluate financing alternatives and dilution analysis
Implemented finance best practices, policies and procedures
Provided part-time Controller resource who led the effort of generating timely financial reporting, maintaining risk management efforts and providing audit and tax support
Negotiated debt financing

VacationRentals.com (Denver, vcfo)

Provided transactional sell-side support for this market leading online directory for rent-by-owner vacation properties. The funding secured by the acquirer to complete the transaction represented the largest financing of an internet software and services company in the US in 2006.
Served as CFO and Controller to guide buy-side through multiple levels of financial due diligence
Worked with sell-side to guide the company through a first time audit as required by the buyer

Forte Design Systems (Seattle, vcfo)

Provided strategic guidance to CEO on an ongoing basis as the company grew
Supported the company's needs for securing capital, negotiating lines of credit and more
Provided guidance upon company creation of the most appropriate structure, templates, processes, and more to use as the foundation for the accounting department
Developed forecasting, modeling and reporting needs, managing them on an ongoing basis