We are a full service CPA firm that specializes in part time or interim CFO and Controller work to help you understand and manage your business. We do the heavy lifting on cash flow forecasting and analysis, budgeting, investor and banking relationships, governmental compliance, taxes, daily operations and strategic planning. This provides businesses access to very experienced CPA's without the need and expense of hiring a full time finance executive.
Michael B. Voie, CPA
Mr. Voie is an active CPA with the State of California and a partner with Stallcup & Voie LLP in San Francisco and leads the business consulting, accounting and part-time CFO/Controller practice within the firm. Prior to joining Stallcup & Voie, Mr. Voie was a business operations executive at a technology firm in Silicon Valley charged with improving overall company gross margin and implementing best practices across a globally deployed professional services group. During his years with Ernst & Young, Mr. Voie worked on several public and private clients across many industries, but primarily focused on software, high tech and biotech.
Jason Stallcup, CPA
Jason has an entrepreneurial background focusing on the self-employed and small-to-medium sized businesses. His expertise lies in tax preparation for all entity types and accounting services for businsesses.
References and examples of previous work
Medium sized Saas company: Built liquidation preference model for scenario planning for company with complex Preferred and Common ownership structure to help management and investors understand impact of additional funding on dilution and "cash out" positions.
Small manufacturer: Single owner frustrated by shortage of cash with a profitable P&L every year. He had trouble understanding standard financial statement and cash flow analysis. We setup custom cash dashboard based on metrics he understood. It was a growing, seasonal business with long Accounts Receivable and short contract/employee payment arrangements.
Small to medium equipment rental company: Partners purchased every piece of equipment they could think of that someone might need to rent. This required renting a substantial warehouse at significant cost. Most customers gave several days notice for rental needs, which normally requires several pieces and setup. Certain pieces of equipment could be leased and the costs passed on. We analyzed the cost of leasing versus the cost of warehousing and saved the company a considerable amount of money by leasing larger, low margin, easy to lease, pieces of equipment and rented a much smaller warehouse.