Testimonials from The Strategic CFO Coaching Alumni

Testimonials from The Strategic
CFO Clients

 “As a rapidly growing company we hired The Strategic CFO, in January 2020, to help with the difficult transition period from small business to something bigger, where we needed new systems and processes to manage our volume and our growth. It was an excellent decision. We were provided with two knowledgeable, creative, hard-working and seasoned executives, one a CFO and one a Controller, to work with us, analyzing our books, our accounting structure and the overall financial health of the company and the department.   We had a new accounting system in place which unfortunately has not always been as easy to work with as advertised. Although always a work in progress, we now believe it will get us where we need to go. Then, in June of 2020, our current Accounting Manager left the company, but we were in good shape, because we knew exactly what we needed to do to and the skill set needed to do it.  We made the decision to offer both of our Strategic CFO advisers a position and we now have a new CFO and Controller.  Both new positions for our company. We could not be more pleased with the caliber of the people Strategic CFO brought to work with us, how quickly they were able to jump in and understand our business and financial requirements and their ability to analyze and affect change. Strategic CFO also embraced our decision to hire their employees, making the transition from one payroll to another easy and seamless. We give Strategic CFO our highest rating, our company is better because we hired them.”

 

Jon Farley,

 CEO

September 26, 2021

[Dan’s] advice and guidance was exactly what I needed at the time, and the result has been quite positive. I find Dan honest, patient, and thorough and would recommend any business owner seeking the same services to consider his firm.”

Mark Kardoush,

President
December 18, 2017

As CEO of Batterson LLP, I retained Dan Corredor to assist my company through accounting improvements and various operational issues. My company is a family owned company that has been around since 1929. Dan was able to work with me and my management team to professionalize our accounting department and instill best practices into our organization.”

Mike Batterson,

CFO 

December 18, 2017

As CEO of Pipe Exchange, I retained Dan Corredor to assist my company through various issues. We were owned by a private equity group that was looking to exit and we needed some strategic guidance. We needed to come up with an exit strategy and budget while also considering valuation of our business. With Dan’s extensive background in M&A and dealing with private equity groups, Dan was able to help us through this new chapter in our company. Dan’s ability to quickly understand our business and work with our management team made the transaction much easier. Please consider this a letter of recommendation for Dan and I would certainly hire him again if there were a need.”

Dolly Cheramie III,

Director
December 18, 2017

“I went into The Strategic CFO Coaching program with concerns or my company regarding risk management, automation, and moving to a paperless environment. I absolutely feel that the program helped me focus my energy on productive areas to address these concerns. It’s an excellent program and I really respect Jim.”

Jeff Spillane,

CFO at Anslow Bryant Construction LTD 

July 16, 2014

“I had the opportunity of participating in The Strategic CFO™’s coaching program at a critical juncture in my career as I transitioned from a Controller to a CFO. There are many demands placed on CFOs. The coaching program challenged me to cut through the clutter of day-to-day tasks, and instead focus my efforts on key business drivers, leadership, and ultimately sales and implementation of ideas and initiatives to superiors, peers, subordinates, and financiers. In short, the focus of the program is to encourage participants to frame the role of the CFO as a value creator, not a cost center, in both fact and perception. I would highly recommend this program for both current and aspiring CFOs.”

David Robison,

CFO of Audobon
May 22, 2014

“The Strategic CFO helped me refine the tools and skill set necessary to add value to my organization as the CFO. I would highly recommend this program to anyone looking to find ways to increase profitability, maximize cash flows, and to become the financial leader of your company.”

Scott Shackouls,

CFO at T-Rex Engineering and Construction July 17, 2014

“The Strategic CFO™ coaching program helped to reaffirm my desire to not only contribute at a higher level to my organization but also to realize the unfulfilled goals I have for myself as an accountant and a business leader.”

Geri Pacheco,

CFO of Arch-Con
2013-2014 HBJ CFO of the Year

See what some of our other
Coaching Alumni have to say:

January 15, 2021

“I loved the new reporting that will help me highlight the most important measure to drive action in the business – Flash Report Tool & Flux Analysis Tool.” 

CFO of OLO Builders

2021 Alumni

 

 

July 16, 2014

“I joined the workshops to grow into a CFO role. After gaining an understanding of strategic pricing and productivity topics, knowing how to set KPIs, and managing a team with deadlines, I have been given more recognition and encouragement.”

Controller of Wind Composite
Services Group

November 7, 2014

“The Strategic CFO coaching workshop has given me a great deal of insight into my role in my company. I now have responsibilities I wasn’t even aware of and the tools to get them done.”

Controller of American Omni
Trading Company

Experience Their Success for Yourself

Our alumni include financial leadership
at the following organizations:



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