Links Advisory

Financial Operations & Digital Technology Leader

With the best of them. Literally.

 

 

WORKFLOW

SOFTWARE

ANALYSIS

 

Think like an artist, work like an accountant.

Cal Newport, Deep Work

 

Helping growing companies successfully manage their finances.

Startups

Marketing Agencies

Consumer Goods

EXPERIENCES BY PROJECT

I completed my undergraduate studies in 2006.  Since then, I've had many projects that have shaped my professional worldview and enabled me to be a valuable resource for both large and small companies.
 
 
 
 
CLIENT SITE

TRUE linkswear

TRUE linkswear is a golf shoe manufacturer founded by PGA Tour player Ryan Moore.  With a wide toe-box and a flexible sole, TRUE shoes are designed with comfort in mind so golfers can #enjoythewalk.

PROJECT SCOPE

Responsible for outsourced financial operations from June 2015 - October 2015.  Project elements included: 

  • Preparation and presentation of cash requirements on a weekly basis
  • Prepare pro-forma financials alongside CEO
  • Preparation of financial statements
  • Negotiate payment terms with vendors
  • Manage receivables and payables
  • Manage month-end and quarter-end close
MY ROLE

Fractional CFO.  Responsible for managing staff accountant, working directly with operations team, and collaborating with sales team.

EXPERIENCE

Here's a few project area highlights: 

  • Business Analysis: Analyzed financial impact of sell through campaigns for client retail and direct to consumer sales channels

  • Business Analysis: Performed ROI analysis for a client considering moving product from a fulfillment center to a local warehouse to manage orders, including handling of returns and warranty exchanges.  

  • Platform Evaluation & Technology Improvement: Implemented cloud-based inventory system connected to all sales channels; evaluations included NetSuite, Microsoft Dynamics, SAP B1, Stitch Labs, Fishbowl.

  • FP&A: Prepared working capital requirements analysis suitable for discussion with company owners and board members
 
 
CLIENT SITE

O&H Brand Design

O&H is a full-service advertising agency located in Dallas, Texas.  With a staff of 10+ employees, the company's strong creative capabilities drive the success of its client campaigns. 

PROJECT SCOPE

Responsible for outsourced financial operations from June 2015 - October 2015.  Project elements included: 

  • Preparation and presentation of cash requirements on a weekly basis
  • Prepare pro-forma financials alongside CEO
  • Preparation of financial statements
  • Negotiate payment terms with vendors
  • Manage receivables and payables
  • Manage month-end and quarter-end close
MY ROLE

Fractional CFO.  Responsible for managing staff accountant, working directly with operations team, and collaborating with sales team.

EXPERIENCE

Here's a few project area highlights: 

  • Business Analysis: Analyzed financial impact of sell through campaigns for client retail and direct to consumer sales channels

  • Business Analysis: Performed ROI analysis for a client considering moving product from a fulfillment center to a local warehouse to manage orders, including handling of returns and warranty exchanges.  

  • Platform Evaluation & Technology Improvement: Implemented cloud-based inventory system connected to all sales channels; evaluations included NetSuite, Microsoft Dynamics, SAP B1, Stitch Labs, Fishbowl.

  • FP&A: Prepared working capital requirements analysis suitable for discussion with company owners and board members

SKILLS & EDUCATION

We are small business experts and knowledgable about all things Xero and QuickBooks Online.  We are not a CPA firm, and we are not a substitute for an accountant who can answer your questions regarding taxes of all types.  Here's a list of things we can help you resolve by chat or by phone.

 
Business Development
The basic framework for a set of financial records is the chart of accounts. You'll want this to be well organized, meaningful, and not redundant.
Client Communications
Project Management
Technology Solutions Design & Implementation
Financial Anaysis
Software Assessment
Marketing Strategy
Traditional Big 4 Audits
Quantitative Analysis
CPA

Licensed certified public accountant in the state of Texas since 2009.

MS Accounting

Completed 36 hour graduate program at Texas A&M University Mays College of Business in eleven months; from July 2006 - May 2007. Accepted full-time offer in audit practice at Ernst & Young for September 2007 before start of graduate school.

BBA Accounting
Payroll and contractor payments can be simple and inexpensive. We can help.
BA Brand Management
 

Leadership

Some things are easier in person. Book an appointment today.

 
 
 
 
 
 
 
 

Want to know more about me or see if we may be a good fit working together?

CONTACT
LINKEDIN
 

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