Photo by Keith Jacoby

Raul Jacoby, a CPA, CFO and master of financial systems, structures and strategies is offering his expertise to entrepreneurs, small businesses and not for profit organizations seeking support in achieving their financials goals.

Raul is passionate about transforming his clients' financial chaos into seamless order. His financial and operational knowledge enhances business performance and effectiveness while his informal friendly, approach effectively boosts employee morale and productivity.

Raul's broad understanding of how the different functional areas within a business interact along with his ability to simultaneously view the big picture and the details enables him to synthesize the expressed needs and goals of individual business departments into a cohesive and comprehensive financial framework.

Innovative and resourceful, Raul detects and resolves problems quickly, restructuring policies and procedures to gain significant efficiencies, eliminate losses, and consolidate operations to save his client companies millions of dollars and hours of wasted labor.

Experienced in a range of business sectors including Technology, Medical R&D, Manufacturing, Telecommunications, Construction and Design, Raul has a special interest in Non Profits.

FOR HIRE

Available on a consulting basis, Raul's expertise includes development, implementation & staff training support in these (and related) areas: Business Plan Preparation & Analysis. Plan to succeed with a solid strategy Financial Statement Preparation & Analysis. Run your business as effectively as possible Business Start-up & Growth Services. Business Opportunity Risks & Benefits Analysis. Securing funding from banks, investors, venture capitalists and government agencies Financial Models for Business Efficiency. Manage your business better by evaluating different scenarios, such as: Reducing paper processing/storing Eliminating redundant processes Automating manual processes Financial Systems. Develop or upgrade existing systems: Inventory accounting and controls Debits and credits Maximize cash flow, internal controls & flowcharting systems (Sarbanes Oxley) Facilities Management. Policies & Procedures Forecasting, Budgeting, & Monthly Reporting Knowing what has happened tells you what is likely to occur, so you can make your best decisions HR Support Services Payroll, medical, benefit, compensation and commission plans, employee handbooks, hiring and termination support.

A few of Raul's past successes...

After developed a financial reporting system and training accounting personnel to properly match sales and cost of sales on a monthly basis, $225,000 of unrecorded gross profit was identified and recorded and the integrity of gross profit recording was maintained on an ongoing basis.

After identifying losses by product lines and budget centers, Raul's strategy consolidated the company operations and resulted in savings of $2 million in wages and $300,000 in facilities and overhead expenses.

A medical start-up company's business plan that described their products and detailed a five year financial forecast secured them $500,000 from the National Institute of Health (NIH), $2 million from an investment banker and $500,000 from a venture capitalist.