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Privately Held

May 03
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Operational Analysis

By Finance & Accounting, Privately Held

The client was a professional services firm that provided accessibility testing and training for businesses and organizations. The client had realized that they were not getting the management information that they needed to manage the business properly, and that they were not able to provide their bank with the specific information that it needed. In addition, the client did not know the exact profitability of each position/employee. As a result, they engaged Warren Whitney’s Scott Warren to conduct an operational review of the company’s accounting and informational functions.

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May 03
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Sales and Marketing

By Privately Held

The employee that was promoted to the sales manager position at a financial services company was talented at selling, but he stretched his time too thinly between continuing to sell to his contacts, taking on more strategic responsibilities, business travel, and managing more and more of the company. The organization needed additional sales management assistance, but was not ready to hire a full-time employee.

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May 01
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Interim CFO

By Finance & Accounting, Privately Held

A privately held manufacturing company had grown rapidly without adequate accounting systems and controls. When Cyndy Lowery, an owner and director of Warren Whitney, was engaged to work with the company, the president was not receiving timely financial statements, information was not being entered accurately into a newly created job cost database, and the bank had issued strong warnings that its relationship with the company was at risk. The bank ultimately demanded a change in banking relationships.

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May 01
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Chief Financial Officer

By Finance & Accounting, Privately Held

As this company grew to five locations, the owner realized the need for executive level accounting and financial management. He needed someone with CFO-level knowledge, but realized that the company still did not require a full-time CFO position. The client engaged Warren Whitney to fill the need for a part-time CFO. Rique Flato served as the primary professional working one or two days per week and providing oversight of the client’s bookkeeper and the preparation of financial statements.

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