Expert Details

Expert in Improving Accounting Systems, Improving Financial Systems

Expert ID: 726371 Kentucky, USA

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Expert is a leading expert on lean accounting in the U.S.
He has over 20 years of experience in cost management with companies from start-ups to mature companies.
He has over 15 years of experience in manufacturing cost analysis & control.
He has implemented budgets for companies from start-ups to mature companies.
He has done financial modeling for nonprofits, manufacturing companies and service industries.

He has over 25 years of corporate accounting experience.
He has over 20 years of finance experience.
He has written accounting policies for over 12 companies the past 10 years.
He has over 20 years of experience implementing accounting systems for start-ups to mature companies.
He has made improvements to accounting systems for over 10 companies the past 10 years.
He has evaluated accounting technology for client companies from QuickBooks to PeopleSoft.

He has over 15 years of implementing business strategies as a CFO and consultant.

He has over 20 years of business operations experience.
He has over 20 years of business process improvement.
He has over 20 years of business process re-engineering resulting in lowering company costs & improving efficiencies.

He is an entrepreneur, starting his own business 9 years ago and has worked extensively with other start-ups as customers.
He is a small business owner and has worked with small businesses for the past 10 years.

He has worked with Peachtree accounting software extensively.
He has worked extensively with Quicken over the past 15 years.

His business does tax preparation & planning

He has worked in lean manufacturing since 1995.

This business provides CFO & controller services to businesses on a part-time or contract basis. Services provided to clients in manufacturing, equine, information technology and nonprofit industries. See for specific client information. Assist clients in lean accounting implementation by working closely with clients resolve the real-world issues they face in implementation. These issues include removing traditional cost-based performance measurement systems in favor of lean performance measurement systems, migrating from a traditional income statement to a value stream costing income statement, creating a transaction elimination maturity path and working with management to create new business decision making models based on lean accounting practices.

Expert may consult nationally and internationally, and is also local to the following cities: Cincinnati, Ohio - Hamilton, Ohio - Middletown, Ohio - Lexington, Kentucky - Louisville, Kentucky

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Year Degree Subject Institution
Year: 1983 Degree: MBA Subject: Finance Institution: University of Kentucky
Year: 1981 Degree: BS Subject: Accounting Institution: University of Kentucky

Work History

Years Employer Title Department Responsibilities
Years: 2001 to Present Employer: Undisclosed Title: Owner/President Department: Responsibilities: He provides contract CFO & Controller Services to businesses
Years: 2000 to 2001 Employer: Clark Material Handling Co Title: North American Controller Department: Responsibilities:
Years: 1990 to 2000 Employer: E.D. Bullard Company Title: Chief Financial Officer Department: Responsibilities:

International Experience

Years Country / Region Summary
Years: 2007 to 2007 Country / Region: Italy Summary: He worked with Siemens VDO to implement lean accounting
Years: 2008 to 2008 Country / Region: Brazil Summary: He worked with Parker Hannifin to implement lean accounting

Career Accomplishments

Associations / Societies
Kentucky Society of CPA's
Licenses / Certifications
Certified Public Accountant - 1983
Publications and Patents Summary
Co-Author of "The Lean Business Management System" 2007

Additional Experience

Training / Seminars
Lean Accounting Workshops
Marketing Experience

Fields of Expertise

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