CFOs2GO Client Stories

When it was time for me to exit the firm I founded, Private Ocean Wealth Management, I called on Doug Kennedy, Partner at CFOs2GO, to help me understand some complex financial matters and, along with counsel, to negotiate an exit package that would meet my financial needs and life goals. Working closely with counsel, Doug was able to help me through an intense process over a roughly six weeks period to achieve an agreement with legacy management of the firm that met all of my goals. His analysis was thoughtful, his advice practical and his manner professional throughout the process.

Don Hawley has been a business mentor to me for over 20 years, he acquired my company at one point and I have consulted for him extensively. He is one of the brightest financial minds I have encountered and clearly one of the best at business development. He thinks strategically and wastes no time in implementing. As an HR professional, I have been surprised and delighted at his interest in building great cultures and developing employees. He cares about the bottom line but also cares about people.

Don Hawley is a visionary with a unique and effective leadership style. His personal commitment to each team member, his transparency, his approachability, his consistent communication, his caring for each individual, his efforts to mentor others and to build his team holistically combined with his generosity in rewarding his team for success endears himself to his team and creates trust, confidence and passion throughout the organization. Don is a strategic business thinker constantly looking to expand the strength and credibility of the organization through innovation and valuable strategic relationships. He is an extremely effective fundraiser and financial engineer, clearly sharing his vision and causing win-win relationships with each financial partner. My experience working with Don has been a highlight of my business career and I highly recommend him as an effective, passionate leader.

CFOs2GO has a professional team-based approach to providing nonprofits sophisticated accounting services. It provides a depth, breadth and quality of accounting services to small and mid-sized nonprofits that is difficult to find elsewhere. The people are understanding of, and patient with, the challenges faced by nonprofits and their staff. They have a deep respect for the work of nonprofits. The breadth of expertise CFOs2GO offers is very valuable.

CFOs2GO’s assessment and report has given us a financial plan that is really excellent. The consultants clearly spent some detailed time getting under the skin of our finances! We managed the transfer without too many headaches - thanks in large part to excellent preparatory work.

Thank you so much for the big effort you have put in the company the past six months. It was a great help for us that CFOs2GO was able to step in and save us in the critical situation we came in when Nancy left. We are thankful for the work you did on the finance and accounting side of the business, as well as the work put in to organize and form the teams when they were left all by themselves.

ENTREPRENEURS : If you are a startup, in need of accounting help, talk to the people at CFOs2GO! Chris Reynolds, in particular, solved a thorny software issue that made tracking expenses from my team difficult. I think the entire process from "OMG! I've got a mess" to "Thank God its cleaned up" took less than 48 hours - with Chris' knowledge of the Expensify/QBO interface being the essential key.

"As our CFO for almost two years. John not only ensures our books are right, as he also gives us comprehensive financial analysis, strategic advising, and experienced input as we develop and execute new business ideas. He’s not just a hired gun. He’s very much a part of our team."

"CFOs2Go provided us with a Consulting CFO who understood the needs of our business, implemented policies and procedures designed to govern our operations, trained our staff to carry out those policies, and structured our ERP reporting to allow us to view our profitability from many perspectives, as well as understand our financial position and cash flows on a routine basis. We now make informed business decisions that will allow us to achieve our high growth targets for this year and beyond."

"I’ve worked with a CFOs2GO Partner at the Association for Corporate Growth initially and later at Bedrock Dissero, a management consulting firm. I’ve always found them to have the highest integrity and forward thinking. I hope we get a chance to work with each other in the future."

"We are in the home stretch of our Due Diligence now. It has been such a pleasure working with you, it was the best decision we made bringing you on to support us. The organizational skills you brought to the table created a smooth and efficient due diligence process. Your knowledge, guidance, experience and recommendations were indispensable in this undertaking."

"We all are very thankful to you for your Due Diligence expertise. You turned what initially appeared to be a formidable task into a methodical and manageable process. We couldn’t have done this without your help. We will certainly call on you again."

Our Consulting CFO developed an outstanding, SQL-based system for tracking inventory and costing our products, which when used with our POS system allowed us to determine our daily profitability, an essential goal in the nimble restaurant industry.

I can’t thank you enough for your guidance and leadership as our consulting CFO through this acquisition process and beyond. Plus you made it fun.

"CFOs2GO have been a constant and reliable professional team member to us in the U.S., particularly during our recent transaction. Both the quality of the response as well as the response time to each Buy-Side due diligence request were excellent. Moreover, more regularly than not, answers provided by CFOs2GO demonstrated a full understanding of the matters at hand: either the question was refined or the answer came with additional information that proved valuable in creating trust and understanding at the Buy-Side."

"We retained CFOs2GO during a period of transition at The Big Sur Land Trust. They were quick to provide a team to assess our needs, and step in to support both our routine and complex financial needs utilizing our unique non-profit accounting system. CFOs2Go proved to be a reliable resource and allowed us to keep moving forward as an organization while finding new permanent finance staffing."

"CFOs2GO stepped in to assist us with the restructuring of our accounting department. Their advice supported the development of efficient processes for financial reporting and support for our diverse operation requirements. Their flexible structure enabled them to grow with our success."

"I can’t thank you enough for introducing Michelle to our organization. She brings refreshing energy and a high degree of competence to the Controller position. Thank you for helping us fill this position quickly. I can’t imagine a better person than Michelle in the position."