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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
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919-230-4667
Scale Finance, LLC, Financing, North Myrtle Beach, SC
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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

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Knowledge Bank

How to Handle a Bank’s Rejection of Your Loan Request

Accessing University IP – Negotiating Financial & Other Terms

Why VCs Sometimes Push Companies to Burn Cash Too Fast

7 Steps for New Business Owners

Basic Benefits of Starting a Business in North Carolina

Finance & Accounting 101 for New Small Company Owners

Accounting Fraud – Common Causes and How to Stop It

Why 80% of Court Judgments Go Uncollected

7 Steps for Early Stage Fundraising from a VC

Foreign Exchange Management Under Volatile Conditions

Lessons Learned from the EIDL / PPP Trenches

Cash Management Plan – 2020 Economic Crisis

Is Your CFO Any Good? 4 Point Checklist

What Happens When Deals Die

How to Handle a Bank’s Rejection of Your Loan Request

Susceptibility to Accounting Fraud for Medical Businesses

Bankruptcy Relief for Small Companies Coming Soon

New Rules for Overtime Pay take Effect January 2020

The 5 Worst Things You Can Say to a Venture Capitalist

Incentive Stock Options Versus Nonqualified Stock Options

Explore the Knowledge Bank…

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Recent News

SF Client Impact Financial Systems (IFS) Acquired by iPipeline

Scale Finance Assists TrueLearn with Investment by LLR Partners

Scale Finance Assists Textum Weaving with Investment by Quad-C

Scale Finance Closes Debt Financing for Horizon Eye Care

Scale Finance Closes Acquisition of Horsepower Site Services by MCG Civil

Scale Finance Closes Growth Financing for Celerity

Scale Finance Advises on Acquisition of Reliant Transport

Scale Finance Closes $20 Million ABL Financing for TRA

SF Client TruPoint Partners Acquired by Ncontracts

Scale Finance Advises on Debt Financing for Alpha Waste Industries, Inc.

Scale Finance Closes $7M Senior Debt for Travel Resorts of America

Scale Finance Closes Acquisition of Raleigh Metal Recycling by Elite Waste Services

Scale Finance Advises on Debt Financing for Pediatric Advanced Therapy

Scale Finance Closes Growth Equity Investment for Better Car People LLC

Scale Finance Closes Sale of Cayden Security to SCE Group

SF Client EarthKind Secures Growth Investment

Scale Finance Advises AMTdirect on Strategic Growth Investment

More News…

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Media

Scale Finance Managing Director Dave Gilroy interviewed on WSIC Radio (local Fox affiliate)

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Securities and offering services through Charles Towne Securities, LLC. Members FINRA and SIPC.