HOME SEVEN NEW YEAR RESOLUTIONS WHO WE SERVE CONTROLLER, CFO SERVICES OTHER FMA SERVICES ABOUT US CAREERS WITH FMA CONTACT Who We Serve ﻿ Mark and Brian Nicholson, Third Generation Owners Red Jacket Orchards Inc. FMA Client Characteristics Company Size: 15 to 150 employees, $2 million to $25 million in sales Industries: manufacturing, technology, health services, food / agriculture, service and distribution﻿. Type Organization: closely-held businesses: owner-managed, family-run, entrepreneurial or equity-fund backed. Location: greater Rochester: Monroe and surrounding counties Development Stage: early stage to mature Growth Rate: moderate, rapid, also, consolidating / declining Management: energized and goal driven with a desire to strengthen performance results through a strong and committed management team. Level of Client Accounting Staff: generally an accounting manager, full-charge bookkeeper, ﻿or assistant controller. Common Client Needs Achieving Growth or Expansion evaluation of strategy options rigorous business and financial planning securing financing managing cash flow key business investment decision analysis (ROI analysis) strengthening financial controls improving systems, reporting and analysis Performance Improvement achieve business strategic focus and simplification establish key performance targets, budget controls timely actual to plan performance reporting evaluate profitibility by job, product, customer and line of business identify cost reduction opportunities accross all areas of spending Cash Flow, Working Capital better plan and manage cash flow and working capital strengthen balance sheet liquidity better control and manage accounts receivable, inventory establish increased line of credit availability restructure debt Business Turnarounds cash flow control and stabilization turnaround plan development intensive, hands-on stakeholder negotiation & plan implementation financing acquisition, debt restructuring Cost Accounting, Pricing establish or strengthen systems for job and product costing develop overhead rates for costing and pricing improve estimating & quoting systems perform customer or line of business profitability analysis utilize contribution margin, cost-volume-profit analysis Management Information Systems better understand and utilize an existing ERP system streamline, simplify systems and management reporting better integrate systems limit, control use of spreadsheets for data management customize reporting with Crystal Report and ODBC tools ERP system selection and implementation Departure of Controller or CFO replace the services performed by a departing CFO or controller Succession Planning assist in building maximum business value over a defined time-frame seek and identity prospective buyers plan and complete the business sale or transfer according to owner financial and non-fiancial objectives Laurie Broccolo, Owner Broccolo Tree & Lawn Care Inc. Pat Larrabee, CEO Rochester Clinical Research Copyright 2014 Financial Management Associates. All rights reserved. Financial Management Associates 20 Office Park Way Pittsford, NY 14534 ph: 585 385-7530