Expert Financial & Accounting Services in Denver and the Front Range

"Tom has been our contract CFO since the inception of Swan Valley Medical 14 years ago. His knowledge of financial forecasting, equity formation strategy, capital structures and medical device manufacturing operations, has been invaluable. Because of this we raised over $20 million from private investors, completed product development, established manufacturing operations and, more recently, planned the ramp-up to significant production and sales volumes."

"I was first introduced to Tom by our commercial banker during a period of management transition in the accounting department over 5 years ago. Since then, he has helped us improve the timeliness and accuracy of our financial reporting, with particular emphasis in the areas of cost accounting, margin and variance analysis, and product pricing. He also mentored our accounting clerk to grow into the senior accounting manager position, and right hand to me and the rest of my senior team. There is no question that Tom's contributions have helped both our top and bottom lines to steadily improve."

"I first had the pleasure of working with Tom over five years ago during a tumultuous transition after the controller left the company without any direction to the remaining accounting staff. Tom helped guide me into the Accounting Manager role smoothly and instilled confidence in my skill set. His knowledge of accounting, finance and forecasting, and his willingness to both share and teach, has enabled me to make significant contributions to the company's success, and grow in my knowledge, understanding and capabilities.”

"I was first introduced to Tom when we were having a particularly difficult time closing an equity financing round with our private investors. Since then, he has been instrumental in providing us with credible and accurate financial projections, improved cash flow forecasts, valuable product pricing and margin analysis, and more timely and accurate financial reporting, among other things. As a result, our investors have a renewed confidence and commitment to fund the strategic vision of the Company. Furthermore, his contributions have resulted in high interest levels from both new private and strategic investors."

"As a senior level, strategic CFO, Tom has been a valuable resource, helping us to regain lost confidence in our financial reports and forecasts, and to improve management's credibility with both the board and investors. He has also helped us to better understand our product pricing and cost of services, which has resulted in changes in the way our products and services are priced and marketed. I really appreciate the outsourced CFO model because it allows us to work together on an "as needed, pay-as-you-go" basis so we can benefit from his experience and expertise without having the burden of another full-time C-level executive. In addition, I’d like to add that Tom is great to work with. Not only does he have the “ hands on experience” one needs to produce detailed forecasts for business development, but he listens to his clients with the kindness and respect that makes him a true professional. I really appreciated his helpful insights and would wholeheartedly recommend him.”

"Tom began providing CFO services to Green Sun Medical shortly after we founded the company, but I would say that he is much more than a service provider.  Tom created institutional quality financial projections which gave investors confidence that our team had created a well thought out strategy for success.  He has used his extensive experience in guiding a company from a start-up through an acquisition to provide incredible advice to me as a CEO.  He has also been a key member at the table during discussions about investments and acquisitions with strategic companies.  In addition, he has designed and implemented our financial reporting system and then worked “as needed”  with me and our account team while we grew.  I have not only recommended Tom to other CEOs, I have insisted that they work with him if they want my help because I consider him an absolute essential member of the team. "