Andy has served as our fractional CFO for the last 14 months and has made a measurable impact on the financial strength and strategic clarity of our organization. We brought Andy in to elevate our accounting functions, improve our budgeting and forecasting, and provide objective insight from an outside perspective — and he has exceeded … Read more
Business Audit / Review: Andy performed a comprehensive audit of my business’s accounting and finance functions. Not only did he help identify inefficiencies, but he also guided me to make the right improvements, enabling me to spend less time on minutia while making more impactful decisions. Fractional CFO: I do not have any finance or … Read more
Andy is thorough in his review of the A2AC’s financials, and because he’s taken the time to really get to know us and our business, he’s proactive at finding areas of both opportunities and risks. Unlike other accountants or fractional CFOs I’ve worked with while owning different businesses in my career, Andy is talented at … Read more
Andy stepped in as our Fractional CFO – helping us build our finance function to include financial planning, forecasting, budgeting, and reporting. As a consultancy, he helped us with our capacity planning and service pricing which are core to running a profitable agency. Andy joined our weekly management calls, attended our in-person events and really … Read more
In the best of times it is difficult to keep teams focused and operating at a high level with a unified vision. These are not the best of times. The teams we have been building carefully, with precision, looking for the right set of values, skills and personalities have now been so completely disrupted personally … Read more
Covid-19 is forcing us to rethink our assumptions about everything we know about planning and business overall “Everyone has a plan until they get punched in the face” The great philosopher Mike Tyson once said that. Covid 19 has punched business owners and employees in the face. Hard. But we will get up and start … Read more
So, we have been punched in the face pretty hard by Covid and now we need to get up off the mat. Businesses in most industries are hurting and many owners and managers are not sure what to do next. Developing an updated strategy is a logical first step – which should be designed to … Read more
I finally saw Hamilton last week – what an astounding piece of art. I am still humming the songs and thinking about their larger meaning. I was thinking about suggesting a follow up to Lin-Manuel Miranda to explore the life of Sir Isaac Newton. Think about the rhyming possibilities: “For every action, there is an … Read more
I have known Andy for nearly twenty years. We worked together at Deutsche Bank when he joined my team as a COO for the Global Equities technology group. Andy proved to be an excellent COO, partner, and leader. He helped us develop and implement an aggressive strategy while putting in a set of processes, controls … Read more
Andy and I were part of the technology senior management team at E*Trade. Andy ran the business operations for the group and was responsible for the technology strategy, financials, headcount, vendors, communications and other critical aspects of running a complex organization. We worked very closely together in my role as the head of project management. … Read more
Andy was responsible for overseeing the business line IT project portfolio from ongoing governance and financial perspectives. He is a highly credible interlocutor with the experience, personality, and gravitas to gain consensus on difficult topics.
