Reviews of Our Outsourced CFO Services
Hear From Clients Across Various Businesses and Industries
The success of our work hinges on our CFOs building strong relationships with you and your employees. We take pride in helping your business to succeed and are grateful for every single positive experience detailed by our clients. We are confident that our outsourced CFO services, partnership, and advocacy will provide your business with a similar outcome.
“Larry was initially engaged by R.E. Warner & Associates, Inc. to evaluate the accuracy of the Company’s financial statements, the strength of internal controls and to enhance the budgeting and planning process. The depth and breadth of the challenges presenting opportunities for profit improvement and efficiency enhancements was much more significant than any of us anticipated. During Larry’s two year engagement, the organization’s financial acumen and understanding of and the accuracy of the financial statements has been improved substantially. The monthly and annual forecasting and budgeting process is much more bottoms-up facilitating more operations ownership and accountability.
In addition Larry’s broad business experience and legal and financial background allowed him to provide recommendations and guidance in a wide variety of areas that has helped us develop strong future growth and profitability plans. I strongly recommended engaging Larry as an interim CFO.”
“Larry brings real value to the work environment with a background in law, finance, and business and meshes those skills well. He brought sales strategy and organization to the financial management of our company, drawing on years of real-business experience in finance from Sherwin Williams and others. It was a pleasure to work with Larry on key business initiatives, including company planning. He worked until the job was done, and really invested himself into problem solving. Great asset to any team.”
“As a start-up company with staff that was focused on building the business and not experts in financial and accounting matters, we needed help in setting up systems and procedures that would ensure good forward visibility on the cash needs to support growth and institute proper management practices that would scale with expansion. Larry was instrumental in putting us on the right track, working closely with our team to coach on implementing improvements and providing diligent quality assurance oversight.”
“Working with Larry Pitorak from BeaconCFO Plus for about 2 years was extremely beneficial for me and our business. I was able to partner with a committed, trustworthy, and executive-level financial expert to help make much better decisions. In a very short time, Larry was able to understand our challenges and help us navigate through some tough challenges, and I strongly recommend [his services].”
“I brought Dan Herd in to help us with some banking issues. Dan attended our Board of Directors meeting. He helped us with our financial and operational planning and helped speed up our month-end closing. I highly recommend the services provided by BeaconCFO Plus. For a small business, this is a worthwhile investment.”
“BeaconCFO provides a small, growing company like Vadxx Energy a level of professionalism that is invaluable. Although we are a small company, some of our financial issues have been relatively complex. The accounting/financial expertise BeaconCFO has provided us with these issues has been invaluable. And besides the obvious capabilities that BeaconCFO brings to our company, their people are a pleasure to work with and we would give the firm a high recommendation.”
“BeaconCFO Plus supported our organization to achieve the next level of quality and performance in our finance department locally but always with the target in mind to use it globally. The Director of Finance discussed with Tom Gentile of BeaconCFO Plus several functional but also managerial challenges in our organization. It was always an open and honest discussion in which we always knew the next steps and an improved way of moving forward. It was clear from the beginning that their experience and expertise will bring tremendous value to the Director of Finance and ultimately to our organization. We can clearly say thank you and we are still recommending their service to other business partners and business friends of ours.”
“Hiring BeaconCFO to support our rapidly growing firm was a brilliant decision for our firm. We were in a spot where we needed the creative problem solving skills and financial acumen of a seasoned finance professional but we didn’t have the budget or the business need for a full-time resource. We were fortunate to retain Steve Lash who quickly became a valued member of our team and was instrumental in guiding us through some challenging times. I would highly recommend him.”
“Millersburg Electric had become very diversified with everything from electrical contracting and home standby generators sales and installation, to retail appliance sales. With fairly rapid growth in certain areas, we were looking for some stability in managing this growth and how best to move forward with such diversity under one business banner. Larry Pitorak spent several months working with us to assist in formulating a plan to move forward with sustained growth and profitability, and further assisted management with getting the entire staff on board with the direction that ownership wanted to go. In the end, several corrections were made to the direction we were going including the retail side of the business. Larry assisted us in identifying the true profit centers within Millersburg Electric and developed a clearer path to grow those areas.”
“I depend on Larry Pitorak’s financial and operational analysis, his insight, and long-term strategic view when evaluating my start-up investments. Larry’s ability to identify key financial and operational issues and to help develop long-term marketing, sales, and financial strategies is of great value. I highly recommend Larry Pitorak as an advisory CFO.”
Leading Outsourced CFO Services for Businesses
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If you have any questions regarding our virtual CFO services for small- to medium-sized privately held companies, portfolio companies, and family businesses, please reach out to our team. We are happy to provide more information and also offer a complimentary one-hour consultation with one of our experienced CFOs. Take the first step and start the conversation today.