Quality and expertise without the expense

It’s a constant question for any business or organization:

Do we spend the money to get the quality we want? Or do we sacrifice quality so there’s more funding for programs, services or other initiatives?

With CDM CPA Consultant, you won’t have to make that choice. Hiring an interim C-suite professional enables you to have a senior-level manager when you need one, without the cost or time commitment of a full-time staff member.

Our training and knowledge include:

  • Interim CEO/CFO/CAO/COO.
  • Accounting system implementation.
  • New organizational creation, setup, and launch.
  • Board governance.
  • Master plan, business plan, and strategic plan experience.
  • Development and marketing plan assistance.
  • Budget development.
  • Process Redesign – including
    • Policy and procedure documentation.
  • Audit work paper preparation.
  • Representing management with the auditors and outside vendors.
  • Financial Statement reporting.
Additional Qualifications and Certificates:

Professional Fundraising Certificate – Boston University

Mastering Major Gifts – Amy Eisenstein ACFRE

TUM Lean Six Sigma Yellow Belt (currently in progress)