Irv W.

Start with a $100 written assessment of your books, margins, and reporting. I give you a one-page memo that says what your numbers mean, what is missing, and what the next move is worth. No sales call. You decide what happens next.

Forty plus years as a CFO, mostly with owner-operated companies between $2M and $50M in revenue. I work in three lanes.

E-commerce and distribution. Shopify, Amazon, wholesale, warehouse management systems, books in QuickBooks or NetSuite. Stock-keeping-unit-level margin, channel profitability, and 13-week cash forecasts that pull from actuals each week instead of waiting on month-end.

Specialty manufacturing and job-cost businesses. Job-level cost tracking in your ERP, books in QuickBooks. Pricing analysis, capacity planning, and the bridge between the shop floor and the income statement.

Mission-driven and transition-stage companies. Nonprofits, family-run service firms, founders preparing for exit. Budget-to-actual reporting, board packets, and quality-of-earnings preparation.

What I actually deliver for clients:

Margin intelligence at the stock-keeping-unit, channel, and customer-cohort level.
13-week rolling cash forecasts that update from real data, not assumptions.
Board-grade reporting with budget-to-actual and variance narrative the owner can read in two minutes.
Quality-of-earnings preparation for owners getting ready to sell.

Background you can verify:

Seven years as seated CFO at International Imaging Electronics. Took the company from bankruptcy turnaround to preferred-provider status with Toshiba, Acuson, GE, and Siemens. Selected and implemented the INMASS ERP.

Partner at Tatum, the largest national fractional CFO practice in the US before the Randstad acquisition.

Fractional CFO at Alpine Consulting. Grew the company from $4M to $10M plus in revenue. Exited to HeroDigital with PwC quality-of-earnings on the deal.

ERP implementation work including Edwards Garments. Oliver Wight certified.

Power BI practitioner. I build the reporting infrastructure with my clients, not just talk about it.

How engagements work:

Start with the $100 written assessment. If we both want to do more, the next step is a fixed-fee diagnostic that produces an actionable plan with a dollar value attached to each finding. After that, fixed-fee implementation projects or a monthly retainer, whichever fits the scope.