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Autumn Mountain

JOHN BALPARDA, CPA

MANAGEMENT ADVISORY, PLLC

Get the help you need without the overhead!

About Me - as a single member professional limited liability company, I can leverage my experience to deliver value by keeping overhead low!

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My Story

I started my career with KPMG in 1997. Since then I have worked in every role from Auditor to CFO. In moving through those different roles I learned how to work within a team and how to create efficient accounting processes from the ground up. I also have experience in ERP and Payroll system implementation. I held senior management positions in the following industries:

 

  • Manufacturing

  • SAAS

  • Professional Services

  • Waste Management

Accounting Help

Fractional CFO - Fractional Controller - Accounting Staff Support and Training - Audit Support

Fractional CFO
$150 / hour *

As a Fractional CFO, I  will focus on issues such as:

  •  Ground Up Strategic Planning - defining success and tracking with meaningful KPIs

  • Strategic Budgeting - tied to the strategic plan

  • Negotiating Financing and Leasing Agreements

  • Organization Level Management Reporting - identify trends and potential risk 

  • Effective Financial & HR Policy 

  • System Selection & Implementation

* Discounted to $125/hour with a long term or retainer  agreement

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Fractional Controller
$125 / hour

As a Fractional Controller, I  will focus on issues such as:

  • Streamlined and Consistent Monthly Close 

  • Monthly Reporting - Budget to Actual variance analysis and KPI Tracking

  • Departmental Management Reporting - identify trends and potential risk

  • Efficient Payroll Processing

  • Proper Liabilities and Revenue Accounting

  • Year End Close

  • Fixed Asset Management and Reporting

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Accounting Staff Support & Training $125 / hour

In supporting accounting staff I will fill personnel or knowledge gaps in performing basic accounting or close functions:

  • Account Reconciliations

  • Accrual Evaluation & Documentation

  • Month-End Close Procedures

  • Fixed Asset Management and Reporting

  • Payroll Processing

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Audit Support $125 / hour

In supporting the financial statement audit process I will:

  • Act as the main point of contact with the auditors

  • Oversee the audit process to ensure efficient interactions with the auditors

  • Establish procedures to streamline the audit process

  • Review the Formal Financial Statements (including footnotes) and answer Auditor questions

Get in Touch

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802-318-6323

Middlebury, VT 05753

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