Scale FinanceScale Finance Logo, Interim CFO, Part Time CFO Services, Accounting Support, Temporary CFO, Accounting Bookkeeping Services

Interim CFO, Part Time CFO Services, Accounting Support, Temporary CFO, Accounting Bookkeeping Services

Charlotte · Raleigh – Durham · Chapel Hill · Triad · Southern Pines · Coastal Carolina
Closing the GAAP to Scale Your Business
The FINACA Logo

Joe Thompson

 

Senior Controller & Director
thompson@scalefinance.com

  • Senior Controller & Director, Scale Finance, LLC, Winston-Salem, NC (Present Time) – Providing interim CFO services and part-time project based Controller services to businesses of all sizes in the Piedmont Triad area.
  • President, Business Accounting, Inc., Winston-Salem, NC (3 Years) – President / CEO providing Accounting & Consulting services tailored to the needs of small & medium sized businesses. Design & installation / Quick Books accounting systems; Clean Up of corrupted accounting files; Project Management; Financial Analysis; Problem Solving; Profit Engineering; Change Management; Business Process Improvement; & Management Training.
  • Executive Management Consultant, George S. May Int. Co., Inc., Park Ridge, IL (4 Years) – Executive Management Consultant / providing onsite project specific services. 100% travel to client locations in 35 States & Canada providing Project Management; Financial Analysis; Problem Solving; Change Management; Business Process Improvement.
  • Professional Consulting, LLC, Kernersville, NC (6 Years) – Managing Member / CEO providing small business consulting services in the Piedmont Triad NC. Services: Workshop presenter for Profit Engineering; Project Management; Financial Analysis; Problem Solving; Change Management; Business Process Improvement.
  • President, Commercial Insurance Service Co., Inc., Kernersville, NC (8 Years) – Founder / CEO for new independent insurance agency specializing in commercial lines P&C brokerage; Small Group Medical & Life insurance; Disability insurance and personal lines P&C insurance products & services. Implemented Agency Automation System: CFO; Sales & Marketing; Underwriting; Client Services; Staff Training & Supervision.

Senior Management Consultant with over 250 onsite consulting engagements from 2003 – 2013:

Industry Specialties: Contracting; Manufacturing; Wholesale Distribution; Restaurants; Hospitality, Service, Insurance & Financial Services at client locations in 35 States and Canada. 

Program Specialties: Job / Product / Service Costing; Merchandise Cost Control; Profit & Expense Control; Overhead & Labor Burden Calculation; Sales & Marketing Plan Control; Accounting Setup & Control; Quick Books Installation & Training; Organization For Management; Management Training; Accounts Receivable Management; Commercial Insurance Bid Management.

Recommendations for Process Improvement: Assist Clients with analysis of costs and installation of business process improvements to execute a plan of cost reductions and profit improvement. 

Formal Education: 

Mississippi State University: Business & Industry (B.S.) www.msstate.edu

The American College: Chartered Life Underwriter designation (CLU) www.theamericancollege.edu 

The American Society For Quality: Certified Quality Improvement Associate (CQIA) www.asq.org