Strategic Planning and Forecasting

Dave’s Bookkeeping and Tax Service is partnering with an outstanding individual with 25+ years of broad functional experience in the areas of financial management, operations management, strategic planning, logistics and project management for public and private companies. He has  work with early to mid-market companies as COO, CFO, or consultant and have a proven track record of helping companies increase revenue, develop go-to-market strategies, mitigate risk, become more profitable, improve cash flow, as well as raising capital.

An advisor to early and midmarket companies, they have capitalized on his diverse industry and functional background to assist those organizations in their capital raising processes, improve their top and bottom line results, ad-hoc business/ financial analysis, forecasting, business plan preparation and strategic planning.




His experience in financial and operations management, business/ corporate development for public and private companies, including: strategic and business planning, financial and business analysis, investment due diligence, forecasting, operations and project management covering an array of industries, including but not limited to financial services, consumer packaged goods, medical devices, food, marketing promotions, manufacturing, and networking solutions.

The services provided as a consultant include business/ strategic planning, financial analysis, and multi-year forecasting for client companies.  The planning process includes interfacing with the company’s Board of Directors, CEO, CFO, Operations and Sales & Marketing.  Forecasting often entails the development of complex, dynamic multi-year models.  He has worked closely with senior management to establish key metrics to evaluate companies’ performance and reports to measure performance versus goals.