The following list are examples of categories of Clients and Services provided by TBC.
Development of a $300K venture plan requiring six months to orient a laboratory from laser, electronic and optics development, patenting and licensing to a proprietary low cost inspection process business.
Assessment, detailing, and upgrading of financial reporting with process instruction to a 15 year client with sales of $4M developing and producing patented aerospace components for satellites.
Direction of a 5 year financial improvement program of 7 mental health care centers of a non profit organization with priorities being the use of the One Page® Planning process to achieve positive cash flow.
Definition and implementation of the TBC Financial Care℠ process of business forecasts and reviews which prepared a client producing patented sterilization indicators for being acquired by a public 500 firm.
Formation of an Advisory Board with 7 members to provide input to an inspection and remedial firm with sales of $1.8M/year allowing the business team to achieve multi state growth and retire $400K of debt.
Accounting and income tax services after start up to a high end construction contractor who re-oriented his firm to assessment and remedial services of residential clients seeking energy conservation.
Acted as the senior financial professional over 3½ years providing to a $30M client all the ongoing advanced services which included due diligence support to Big 4 CPA’s of a firm presenting an earn out offer.
Quantification of employee embezzlement totaling $1.8M of a $19M US and Canadian based firm followed by ongoing controller type responsibilities for accounting procedures, controls and monitoring.
Acceptance for national franchising of a children’s party and fitness firm after a process of guiding its management over a 3 year period, realizing revenue of $750K and achieving highly profitable operations.
Study of finances and marketing plus recommendations to Montessori school owner whose start up and growth were severely hampered by the slowdown and an incomplete market assessment.
Definition and installation of a combination of growth and productivity programs from start up to revenue now exceeding $30M of a 20 year electrical construction firm servicing high technology commercial clients.
Definition and management of a profit recovery program of a $6M general contraction firm requiring refinement of bidding, job costing, project management and supervision plus obtaining a line of credit.
Mid-Size Business Services
Implementation of a quarterly business review process along with routine accounting and tax support to a 25 year client with sales of $2M allowing creation of multi entities and acquisition of 2 smaller firms.
Accounting, income tax and consulting support during entry to the commercial market in difficult economic conditions of a 22 year client with revenue of $1.8M/year providing services to residential clients.
Mid-Size Nonprofit Firms
Conversion of a mid range software and spreadsheet accounting system to QuickBooks of a organization receiving donations of $12M per year to provide meals, shelter and care to those in need.
Board of Directors executive committee support to a food bank and thrift store with receipts of $3.5M during hiring of new executive director and an upgrade of personnel, systems, policies and cash management.
Development of a personal financial plan with detailed actions to retire debts of $250K of student loans, $60K of delinquent income taxes, an interest only home mortgage and $30K of credit cards.
Development of IRS actions and creditor coordination, filing of 10 years of delinquent income taxes and obtaining a reverse mortgage allowing home ownership, care of an ailing wife and retirement.