CFO Services

Truog Consulting will provide you with the long-term financial strategy and planning services your organization requires on an interim basis. I can assist with strategic planning, capital spending plans, entity level governance and compliance as well as overall profitability analysis. If you are a small business starting up, I can assist you with a review of your financial plan and how to implement a strategy to achieve your desired results. Specific tasks include, but aren’t limited to:

  • Capital Planning
  • Multi-Year Strategic Planning
  • Board or Senior Management Governance Policies
  • Financial Start-Up Review
  • Software selection and implementation

Controller Services

Truog Consulting will provide you with a full Accounting Department experience tailored for your organization. I can manage the entire aspect of Accounting from the transactional functions of accounts payable, payroll and accounts receivable to the strategic functions of budgeting, forecasting and analysis. I can prepare timely and accurate financial statements for you and/or your key stakeholders. If you are a small business, I can work with you to develop a chart of accounts structure for your company that allows you to receive easily understandable financials and metrics of your company’s performance. Specific tasks include, but aren’t limited to:

  • Financial Statement Preparation
  • Budgeting & Forecasting
  • Cash Flow Analysis
  • Transactional Accounting and Reconciliations
  • Chart of Accounts Structure Set-up/Optimization

Process Risk Analysis

Truog Consulting can assist you in evaluating your business processes and procedures. I can conduct walk-throughs and document your processes, visualize the process for your records, identify the potential risk points or spots of inefficiencies and then provide best practice solutions for you to consider implementing. If desired, I can then assist you in finding the right way to implement your desired solution. Specific tasks include, but aren’t limited to:

  • Process Documentation and Flowcharting
  • Internal Control Risk Assessment
  • Process Efficiency Analysis

Data Analytics

Truog Consulting can assist you in strategizing ways to automate manual, redundant processes which in turn frees up your organization’s time for value added tasks and analysis. Looking for more timely information to provide to decision-makers within your organization? I can assist with options such as interactive visual analysis dashboards or flash reports. I will use the tools available to ensure you have the data and metrics your organization needs to thrive. Specific tasks include, but aren’t limited to:

  • Data preparation and blending
  • Metric based data visualizations and reporting
  • Self-Service Analytics Strategy

Election Services

Truog Consulting can provide your organization with a full-service Inspector of Elections package. I can be the face of your election at an Annual Meeting, tabulate and review all proxies and voting before and during an Annual Meeting and collaborate with your legal counsel to interpret your election rules and bylaws accordingly. I will also travel with you to the Annual Meeting if desired to conduct day-of meeting services such as interaction with shareholders and reporting of results.

  • Inspector of Elections at Event
  • Tabulation of Proxies and/or Votes
  • Annual Meeting & Election Best Practices and Strategy.

Ready to talk?

Contact me through this forum and I’ll be in touch as soon as I can!