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

Dan Weiss, CPA (inactive), JD

Founder & Client Service Director, Sarasota
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.

Jim Martin, CPA, CEBS, CMA

Partner & Client Service Director, Central Ohio
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.

Tonya Adams

Partner, Central Ohio
About Tonya
About Tonya

Over the past 25+ years, Tonya Adams has worked in all aspects of accounting from Controller of a Fortune 500 company to CFO of a $25 million service company.

She excels at achieving both the short-term and long-term needs of her clients, from startups to mid-sized, fast-paced organizations. 

Tonya’s skills include —

  • process development
  • budgeting and forecasting
  • job costing
  • expense control processes
  • managing accounting, HR, and IT departments

She has effectively led the implementation of accounting and operations software in multiple organizations.

TRUSTED PARTNERS

It is my great pleasure to provide a recommendation for James Martin. He worked with our agency for a little over a year providing CFO services. His non-profit experience, knowledge of federal grant requirements, and audit skills made him a great fit to step in during a crisis. He worked closely with our team by guiding audits, teaching GAAP, improving accounting software use, and developing better policies/internal controls. The results were positive monitoring reports from our funders and a great private audit result. Jim helped with developing our Accounting team to the point that we are now ready for our new full-time CFO to take over! We appreciate all that he did and consider him a great friend of the agency.

Jacqi Lucke-Bradley

CEO, Area Agency on Aging 3

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

Load More
Subscribe to our blog

Subscribe to our blog

* indicates required




LATEST POSTS

Investing for Nonprofits Made Simple

No Comments
While it’s not always obvious from the conventional wisdom around investing, the keys to investment success are (1) asset allocation and (2) low fees. Paradoxically, keeping your investment program simple…

You’re Still Writing Checks?

No Comments
In my most recent post, I noted the advantages of modern electronic banking options that allow an organization to minimize, if not eliminate, trips to the bank. In light of…

You’re Still Going to the Bank?

No Comments
Even though electronic banking options have been around for years, many organizations have continued to do things the same way. It’s partially inertia, but the COVID-19 pandemic has accentuated the…

Nonprofit Tips for the Digital Age

No Comments
We live in a digital age where computers are universal. This brings to mind a couple of tips for nonprofits to maximize their dollars. AmazonSmile Amazon users, which include 87%…
Show More

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)
Fill out this field
Fill out this field
Fill out this field
Menu