HCVS provides many finance / accounting and operations services that can be provided individually or combined and tailored to your company’s needs. Services are both project-based or longer term for areas of your operations that you choose to outsource. Services include but are not limited to:
Accounting, Administrative Operations, Risk Management and Finance Governance – Education & the Arts
As a board member and financial management advisor for education and arts-focused organizations, provided a range of services to support financial health and strategic growth. For a Bay Area performing arts charter school, developed a comprehensive 5-year strategic plan and financial projections, ensuring sustainable growth and alignment with the school’s mission. Managed accounting, risk management, and human resources for a Bay Area private school, implementing effective processes to enhance operational efficiency.
CFO / Fractional CFO in the Banking Industry
Served as Chief Technical Accountant for a large national financial institution, overseeing complex, multi-billion-dollar debt and equity transactions. Designated representative for the Derivatives Implementation Group (DIG) with the Financial Accounting Standards Board (FASB) and developed a pre-Sarbanes-Oxley accounting process documentation program to strengthen compliance. As CFO for banks with $200M to $600M in assets, led finance, accounting, and compliance functions, enhancing financial operations and regulatory adherence. These contributions helped these institutions navigate complex financial landscapes while maintaining stability and compliance.
Financial Audits and Accounting in the Cryptocurrency industry
Managed the preparedness for and led the first domestic and cross-border financial audit process for a start-up cryptocurrency trading platform, ensuring compliance with international standards. Also oversaw the conversion of the company’s accounting system, facilitating a seamless transition to enhance financial transparency and efficiency. Additionally, I implemented and managed comprehensive accounting and reporting functions, establishing a robust financial framework to support the company’s rapid growth and evolving regulatory requirements.
Accounting Policy/Revenue Reporting in the Biotech Industry
Led accounting standards implementation projects to align U.S. and international accounting standards, ensuring consistency and compliance across global operations. Handled revenue monitoring and reporting for a medical device company, providing accurate financial insights and ensuring adherence to industry-specific standards.
Administrative Operations and Finance Management in the Manufacturing Industry
IndustryProvided comprehensive financial and operational services to strengthen business integrity and efficiency. Conducted detailed calculations of lost profits resulting from employee fraud, helping the business quantify financial impact and develop recovery strategies. Additionally, performed internal controls assessments and process re-engineering to identify vulnerabilities and enhance internal controls, reducing the risk of future financial improprieties. Expertise in fraud and risk management ensured that clients maintained robust financial health and operational resilience in a competitive market
Audit Planning and Management Advisory Services in the Retail Industry
Led the development and rollout of an internal audit annual plan for a large national retailer, enhancing risk management and ensuring compliance with industry standards. Provided strategic guidance and served as a management advisor to the finance and accounting team of a prominent men’s and women’s clothing retailer, optimizing financial processes and improving reporting accuracy. Expertise in internal audits and financial advisory helped these organizations maintain strong governance frameworks and financial discipline, enabling them to operate more effectively.
Fractional CFO and Tax Preparation Services for the SaaS Industry
Managed U.S. administrative operations, risk management, finance, and accounting for an international software developer, ensuring seamless coordination across global teams and compliance with local regulations. Prepared and filed annual US federal and state tax returns as well as reporting required by local jurisdictions.
Accounting and Finance Operations in the Real Estate Industry
Managed all accounting and finance operations for Class A commercial properties across the West Coast and Utah for a national real estate partnership. The role involved overseeing financial reporting, budgeting, and cash flow management to ensure the properties’ financial health and compliance with regulatory standards. Also provided strategic financial insights to optimize asset performance, supported investment decisions, and streamlined accounting processes to enhance operational efficiency across the portfolio. These services helped the partnership maintain strong financial oversight and achieve sustainable growth in a competitive market.
Financial Audits and Compliance in the Fintech Industry
Managed the accounting and reporting functions for a start-up, ensuring accurate financial oversight and transparency during its early growth stages. Led the company through its first financial audit, establishing solid financial controls and compliance with regulatory standards. Additionally, implemented the company’s first accounting software package, starting with QuickBooks Online and later migrating to NetSuite to support scaling operations and enhanced financial management. These contributions helped streamline financial processes, improve reporting accuracy, and prepare the company for sustainable growth and future investment opportunities.
@2023 BY HCVS, LLC
HCVS, LLC is not a public accounting firm, nor does it provide any attest services such as financial audits or reviews or other attest services for which standards have been established by the Public Company Accounting Oversight Board, Auditing Standards Board or the Accounting and Review Services Committee of the American Institute of Certified Public Accountants or by any successor standard-setting authorities