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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
The FINACA Logo
919-230-4667
Scale Finance, LLC, Financing, North Myrtle Beach, SC
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Lisa Maida

Lisa Maida, ControllerController
maida@scalefinance.com

  • Controller – Scale Finance, LLC – 2014-Present—Provide Controller level and general accounting services to multiple clients. Responsibilities include preparation of financial statements, cash-flow and financial budgets, transaction processing and review and maintenance of Deferred Revenue, Accounts Payable, Accounts Receivable, Payroll, Fixed Assets, and bank/credit card reconciliations.
  • Controller – Tri-Tech Forensics, Inc. – 2014-2018—Responsibilities included HR Management, oversight of yearly GL audits, bank financing audits, reporting required by creditors, experienced with AR collections, transaction processing for A/R and A/P. Performed set-up, maintenance and preparations of multi-state Sales and Use Tax and Annual Report filings. Managed 5 person accounting team. Integral as database administrator using SQL and Microsoft Dynamics GP.
  • Accountant – NC Liberty Mutual Life Insurance – 2013
  • Accounting Clerk – Boyd Auto Oxford – 2011-2013
  • CPA Candidate
  • North Carolina Central University
    • B.S. in Accounting: Magna Cum Laude
  • Experienced with companies in these fields:
    • Single owner and self-employed
    • Healthcare Education Software Developer
    • Real Estate/ Rental Management Company
    • Pharmaceutical Management Software Developer
    • Biotechnology Company
    • Financial and Accounting Services Company
    • Manufacturing and Resale

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Knowledge Bank

5 Rules for an A+ Board Meeting for Investor-backed Companies

Understanding & Using Your Cash Flow Statement

Why Business Valuations are Helpful (& What do they Typically Cost)?

Managing Merchant Fees – Role of Zero Fee Processing

Can Accountants Value a Business?

Personal Guarantees – Should You Grant One?

10 Pieces of Advice When Someone Wants to Buy Your Company

Convertible Note Financing – Payback Time

Due Diligence Fiasco – A Look Back at HP-Autonomy

Applying for Business Loans – Hard Credit Checks

7 Ways a Business Name Generator Can Help Entrepreneurs

Citizenship by Investment Overview

Understanding the True Cost of Employee Turnover

How to Think About Valuation When Raising Venture Capital

What it Takes to Shift to a Recurring Revenue Model in Hardware & Software

Differences Between Major SBA Loan Programs – SBA 7(a) vs. SBA 504

5 Reasons Entrepreneurs Don’t Get Funded (Which Are Not Their Fault)

Balancing Profitability Versus Growth

Bootstrapping Your SaaS Business – What’s Changing

Best Options for Small Company Loans

Explore the Knowledge Bank…

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Recent News

SF Closes Acquisition of Midwest Outdoor Resorts for Travel Resorts of America

Scale Finance Advises FX HedgePool on $8M Series A Funding

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

Scale Finance Advises on Acquisition of Falcone Crawl Space & Structural Repair

Congrats to Payzer for Closing $23 Million Equity Financing

SF Client Headbands of Hope Closes Strategic Growth Investment

SF Assists Semper Investment Company in Acquisition of ACM Removal

SF Client SentryOne Acquired by SolarWinds (NYSE: SWI)

Scale Finance Assists GPM with Acquisition by Netsmart

SF Client Broadstep Behavioral Health Continues National Growth Through Acquisitions

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

More News…

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Media

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

/wp-content/uploads/2014/02/David-Gilroy-Interview-Local-Biz-Now-2-7-14.mp3

Entrepreneurial Tips

  • Funding Tips from Scale Finance
  • CIE Life Sciences Panel Discussion
  • Why Use Fractional CFO Services

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FINACA is a nationwide network of independent finance and accounting consulting firms focused on delivering exceptional client service.

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