Scott Kennedy provides small business owners with a resource and access to someone highly skilled in accounting, finance and computer systems – without having to hire a full-time position.

You may be interested in overhauling your accounting and financial reporting systems, developing a company budget or corporate financial model, preparing month-end financials, want to expand and need help with acquisition or loan packages, or have a situation that warrants immediate attention by someone who can help solve the problems and get the business back on-course.

With 30+ years of accounting, computers and senior corporate management, I provide a very capable, energetic, focused and result-oriented service. Situations are examined, alternative courses are outlined, an appropriate action is suggested and the work is accomplished.  Because I work from a home-office, overhead is kept to a minimum and your cost is far less than what “high-profile” companies charge.

Below is a list of skills and talents I am proficient in providing you help with:

  • Accounting projects – general ledger, cost accounting and financial statements.
  • Acquisition / merger / divestiture – offering summary, negotiation and definitive agreements.
  • Bank financing packages.
  • Budgeting – operational & capital – departmental & variance analysis.
  • Business plans and goal setting – success criteria, action items and timetable.
  • Cash flow forecasts and management.
  • Complex financial spreadsheet modeling.
  • Corporate relationships – banks, attorneys, auditors and insurers.
  • Financial and management reporting systems.
  • Forensic accounting / internal audits.
  • Job-Cost
  • Monthly financial statements.
  • Payroll / workers compensation / quarterly tax returns.
  • Project leadership and management / research studies.
  • Software / hardware conversions – accounting, manufacturing, online and point-of-sale.
  • Turnaround situations.

 Professional Experience:

  • 14 years Managing Director / President / CEO.
  • 10 years Treasurer & Chief Financial Officer.
  • 2 years Manager of Corporate Finance and Accounting.
  • 2 years Financial Analyst.
  • 3 years various financial consulting engagements.
  • 3 years guest-lecturer at Canada College.

My professional industry background includes:

  • 7 years – Manufacturing and wholesale distribution.
  • 5 years – Retailing: on-line and point-of-sale.
  • 5 years – Hotel management & development.
  • 5 years – Residential real estate.
  • 3 years – High-tech manufacturing.
  • 2 years – NASD / SEC securities.
  • 2 years – Commercial real estate, syndication and limited partnerships.

Significant accomplishments include:

  • Financial turnaround of a prominent Bay Area retail company.
  • Preparation of an offering summary and sale negotiations for a $15 million wholesaler.
  • Acquisition plan and 5-year ROI model for the leveraged buy-out of a wholesale distributor.
  • Development of a financial budget models and reporting system for a $50 million multi-entity.
  • Project leader for a “full-suite” software conversion of a $20 million high-tech manufacturer.
  • Preparation of numerous financing packages and negotiation of credit facilities.
  • Accounting conversions for several companies.

If you need help with computer software programs, my talents extend to:

  • Microsoft Office Suite: Excel, Word, Access, PowerPoint and Project.
  • Accounting Software: Quickbooks, Fourth Shift, Sage Businessworks, Great Plains, Promation.
  • Windows 7, Vista, XP, 98.