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Cindy Herndon
Managing Director
Cindy is an innovative financial controller with proven leadership and the ability to build and motivate high-performance teams in organizations undergoing significant change. As a strategic partner focused on operational results and accountability supported by metrics, she brings comprehensive experience in controllership and treasury functions, strategic planning, IT systems, and SEC reporting to her clients. Cindy excels in implementing financial and operating controls, policies and procedures, and performance metrics, making… -
Chap Roberts
Senior Consultant
With a solid foundation in financial analysis, strategic planning, accounting, and risk management, Chap brings a wealth of experience to help clients achieve their business goals. Leveraging expertise in areas such as financial modeling, budgeting, and variance analysis, Chap assists companies in optimizing their financial strategies and navigating complex financial challenges. Chap began his career in financial analysis, working with large real estate and building product firms. He evolved into… -
Charles Doud
Managing Director
Charles leverages extensive experience in finance, strategy, technology, operational efficiency, and business intelligence to drive growth and enhance profitability for clients across consumer retail, real estate, construction, technology, advertising, and non-profit sectors. He excels at optimizing financial systems and processes to scale operations and prepare businesses to raise capital or maximize exit multiples. His proficiency in mergers & acquisitions, capital markets, and fundraising combined with strong financial management and process… -
Tom McNally
Director
Tom brings a wide range of experience across multiple industries in forecasting, financial analysis and accounting. He leverages his experience & CPA to help clients with financial performance analysis, building three statement forecast models, assessing and leading accounting teams, creating long term strategic forecasts and recommending and implementing process improvements. Tom spent the first half of his career at a rapidly growing public company with experience in accounting, treasury, external… -
Katherine Wolford
Senior Consultant
With over 16 years of experience with start-ups, Katherine embodies the essence of entrepreneurship. Energized by challenges, she brings a vibrant can-do attitude to every task she undertakes. Whether she's processing payroll, managing the ledgers, implementing a new accounting system, or steering a team, Katherine’s passion for improving processes for her clients is always top of mind. What sets Katherine apart is her ability to forge meaningful connections across… -
Kristen Metcalf
Director
Kristen is a seasoned finance and accounting professional with a background in federal government, manufacturing, non-profit, and service industries. Specializing in financial reporting, budgeting, forecasting, cost accounting, and process improvement, Kristen has a proven track record of driving financial excellence and delivering meaningful results. Kristen began her career in government contracting, followed by accounting and financial services at small to mid-sized companies. She has experience in creating accounting controls, improving… -
Kyle Cubin
Senior Director
With a wide-ranging background including public accounting, controllership, operational finance leadership, and private equity and VC transactions, Kyle brings a unique and valuable perspective to his clients. He creates long-term value through his holistic view of the finance function within the business and his expertise in financial modelling, complex analysis, systems implementations, process developments, as well as technical accounting and financial reporting. Kyle began his career as an auditor with… -
Mike Kolar
Director
Drawing upon extensive financial management expertise across professional services, wholesale, manufacturing, retail, and eBusiness industries, Mike excels in collaborating with high-profile executives to support critical decision-making and navigate complex business, data, and system challenges. His proficiency includes financial analysis, strategic planning, system implementation, and process improvement, enabling clients to drive profitability, enhance operational efficiency, and achieve strategic goals. Mike began his career as a CPA with Arthur Andersen’s assurance practice… -
Susan Lewis
Managing Director
Susan has developed a wide range of skills in finance, strategy, strategic communications, and investor relations based on her experience as a finance professional and hedge fund portfolio manager. She focuses on analyzing key metrics and the financial performance of a business to identify opportunities, both strategic and operational, to improve overall performance. Additionally, she is experienced communicating business strategy and initiatives internally and externally to engage key stakeholders like… -
Austin Long
Senior Consultant
Austin distinguishes himself as an accomplished Accounting Consultant by prioritizing his clients' needs and diligently enhancing financial efficiencies through adept process improvement and robust controls. His expertise spans a broad spectrum of accounting functions, encompassing journal entries, acquisitions, account reconciliation, and comprehensive financial reporting on a monthly, quarterly, and yearly basis. His journey in accounting and business analysis began in the real estate sector, where he gained invaluable insights into… -
Rob Nimitz
Senior Consultant
Rob specializes in helping his clients make solid financial decisions by focusing on their unique needs while improving processes and controls. He is skilled in all aspects of financial management, including financial analysis and projections, reconciliations and journal entries, budget preparation, cash flow management and issuing financial statements. Rob began his career in public accounting gaining vast knowledge of auditing, taxation, assurance, and governance across a multitude of industries. He… -
Tom Foster
Senior Director
Tom has 35 plus years of experience, mostly in Internal Audit, but more recently as Controller. His vast experience has given him the insight and expertise to assist clients in multiple areas such as evaluating internal controls, assessing accounting and operational processes, examining financial records, and managing accounting and audit teams. After graduating with an accounting degree from University of Virginia, Tom began his career like most accounting graduates in…