Client Results

Private Startup Company in Telecommunications

Services Provided - CFO


The company had no in-house financial expertise because it had all been outsourced. Still, it had managed to land a large contract in Mexico, and similar deals were in the works both in the U.S. and Mexico. It also managed to secure $10M+ from a private investor. There were no IT systems to handle any aspects of business including inventory, accounts receivable and payable, accounting, purchasing, sales orders, and customer relationship management (CRM).

Challenge 1

To secure growth capital and implement new accounting, finance, financial modeling, IT, and business process systems to allow the company to grow both domestically and internationally.


  • Created a five-year pro-forma to paint the picture of long-term revenues, costs, and profitability.
  • Brought accounting in-house and established internal controls. Designed new JV deal models.
  • Hired, trained, and managed finance and accounting staff in the U.S. and Mexico.
  • Selected KPMG as independent auditors to develop domestic and international tax strategies.
  • Researched, selected, and collaborated with an investment banking firm to market company in search of capital—identified the investor target market; conceptualized, created, and refined the investor presentation; and wrote and finalized the "deal book."


Company received $4.75M in private equity funding and landed three new contracts worth $17M in cash flow using new financial models. New finance and accounting infrastructure enhanced the ability to understand revenues, costs, profitability, and joint-venture options.

Challenge 2

To build an IT platform and systems that allowed the company to operate domestically and internationally with limited resources, time, and money.


  • Identified and documented critical IT requirements.
  • Researched and selected an online ERP/CRM system capable of multinational
  • Negotiated favorable pricing for system implementation, support, and ongoing service.
  • Hired, developed, and managed the project implementation team.
  • Directed the migration of existing records to the new system.
  • Conceptualized and designed the system operation training program.


New ERP/CRM system was successfully implemented in the U.S. and Mexico. Saved approximately $50K in implementation expenses versus a more standard approach. Saved an estimated $85K in annual operating costs. Significantly improved the company's ability to handle all aspects of operating a multinational business.

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