What can you accomplish with an expert, part time CFO experienced in your industry?

ABOUT US
INDUSTRIES SERVED
CONTACT US

ABOUT US

Every organization needs the expertise of a qualified CFO. We provide outsourced CFO services through part time CFOs. Whether you need an interim CFO or a permanent CFO, we can help!

Nearly every day, you’re faced with “financial impact” decisions. Do you have the information you need to make those decisions?

Our CFO partners are credentialed experts who have solved problems for many years at the top levels of their fields.

Do you find it difficult to —

  • grasp your organization’s financial position, cash flow, or where you’ll finish the year?
  • identify the direct & indirect costs of every department?
  • create a budget & forecast and use them as management tools?
  • get “into the black” even after cutting expenses?
If you sometimes answer “yes” to any of these questions, we can help!

You can have confidence in Counterpart CFO. We are fully insured for your protection.

INDUSTRIES SERVED

Nonprofit

Construction

Manufacturing

Medical/Health Care

Publishing

Automotive Service

Retail

Consumer Rentals

Consumer Services

Business-to-Business Services

Investment Real Estate (Residential & Commercial)

OUR TEAM

Jim Martin, CPA, CEBS, CMA

Partner & Client Service Director, Midwest
About Jim

Over the past 30+ years, Jim Martin has served as Chief
Financial Officer of an $8 billion government public pension fund, a
130,000 member statewide association, and a large Ohio Housing
Authority. He has been responsible for budgets ranging from $25 to $656 million and reported to boards ranging in size from 5 to 54.

Jim has a BSBA from the Ohio State University, with a dual major in
accounting and finance. He also earned his MBA at Ohio State.

Jim’s areas of expertise include public and private pension funds, membership, construction, health care, and employee benefits. He maintains his Certified Public Accountant (CPA), Certified Employee Benefits Specialist (CEBS), and Certified Management Accountant (CMA) designations.

Jim is an advocate for internal controls while always looking for continuous improvement opportunities to maximize efficiencies.

Dan Weiss, CPA, JD

President & Client Service Director, Southeast
About Dan

Dan Weiss, founder of Counterpart CFO, is a respected practitioner, speaker, and thought leader focused on financial sustainability.  As a CPA and attorney, he has devoted the past 35+ years helping nonprofits and businesses maximize their success.

Dan’s areas of expertise include —

  • structuring organizations for sustainability
  • optimizing accounting systems to support effective financial reporting and organization-sustaining decision making
  • streamlining processes and improving internal controls
  • assessing and maximizing pricing to improve revenue and cash flow
  • designing and implementing an effective investment management program for improved performance
  • governance best practices
  • training and facilitation

Dan has been an in-demand instructor in both graduate and undergraduate studies. His courses for the University of South Florida Sarasota-Manatee, Muskingum University, and Keller Graduate School of Management have included finance, accounting, business law, business strategy, and business ethics.

TRUSTED PARTNERS

I’ve worked with Dan in various capacities for years and have always found him to be the consummate professional. He brings intelligence, experience, and a positive outlook to his engagements. On our most recent project, Dan’s insights and guidance helped us make some critical business decisions in a very short time frame. I have complete confidence in his ability to analyze a complex situation and provide reasonable, actionable recommendations!

Wendy Deming

Chief Operating Officer, Marie Selby Botanical Gardens

Guaranteeing our trustees and donors have confidence in the accuracy and timeliness of our financial management is critical to the success of Columbus Metropolitan Library Foundation; it impacts our ability to steward our stakeholders and effectively plan for future fundraising efforts. As a small nonprofit connected to a landmark public institution in central Ohio, expectations are high. When Jim joined our team two years ago as CFO he worked with the team to transform the accounting and financial operations, significantly improving the audit process. Having worked with the team to shore up controls and protocols, Jim was an integral leader during a lean review to further improve the efficiency and effectiveness of these systems. Jim’s upbeat personality and ability to work with all levels of staff have not only made this work easier but enjoyable, with many colleagues relying on Jim’s expertise in not only accounting but also leadership and management.

Kelly Stevelt

Director of Development and Affinity, Columbus Metropolitan Library Foundation

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CONTACT US

To learn specifically how Counterpart CFO can help, contact us for a no-cost, no-obligation consultation.

contact@counterpartcfo.com
(844) 446-4448 (toll-free)
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