CFO, Accounting, and Advisory Services

Solving Businesses’ Finance and Accounting Needs.

We provide businesses immediate and highly experienced accounting and finance bandwidth when they need it most.

Businesses commonly experience finance and accounting department pain as a result of:

  • Company growth outpacing current resources skills, technical knowledge, and capacity

  • The time it takes to fill resource vacancies, including search, onboarding, ramp up time, and work backlogs

  • Current processes and systems no longer functioning on a larger scale

  • Underdeveloped, inefficient, and ineffective processes, procedures, systems, and departments

  • Event driven challenges like a transaction, merger, integrations, system implementations

  • Niche issues and deficiencies (billing, reporting, cash management, etc.)

We partner with businesses by providing a solution to their current “accounting gap”. We provide a bridge from their current state, to their future state, while reducing stress and pain with flexible temporary and long-term options.

Contact Us

Stephen C Schab, CPA

stephen.schab@sksadvisoryservices.com

(813) 841-0034

Areas of Practice

CFO, VP, Head of Finance Services

Partner with company executives to accomplish company goals through strategy, planning, and execution. Oversee all aspects of accounting. Lead and develop financial communication to key stake holders via financial statements, analysis, management reporting, budgets, forecasts, KPIs, investor and board presentations.

Controller and Accounting Services

Coordinate and complete monthly activities including all month close procedures and entries, compliance reporting, AP, AR, bank recons, prepare financial statements, management reporting, technical accounting research. Facilitate financial audits. Develop internal controls.

FP&A Services

Lead all cross functional efforts of budgeting, forecasting, and analysis. Develop and communicate actual vs expected reporting to drive company goals. Situational adhoc reporting and KPIs based on specific goals and industries.

Billing, Invoicing, and AR Services

Design and implement billing solutions for complex invoicing arrangements subject to usage data, unique contracts, sales tax compliance with a focus on strong controls through the entire quote to cash process. Revenue completeness audits anchored in operational data.

Develop company and industry specific detailed revenue reporting metrics as applicable such as, gross retention, net retention, customer counts, life time customer value, average tenure, location counts, etc. Period-over-period analysis focused on identifying and quantifying revenue change drivers.

Revenue Reporting and Sales Ops Services

Pre Transaction Support Services

Support the financial reporting needs and requirements for a capital transaction by providing financial statements, KPIs, adhoc reporting, etc. with fidelity that due diligence (QoEs, Reviews, Audits, etc.) can be completed satisfactorily. Remediate and perform clean up as needed.

Post Transaction Support Services

Ongoing accounting and finance team support with an emphasis on post transaction company goals which could include data migration, system integrations, new systems, expanded reporting requirements, and team building.

Evaluate, develop, and implement best in class accounting and finance processes and systems with a focus on efficiency and effectiveness. Return value back to the business, by remediating broken processes and systems.

Process and System Implementation Services

Take back your time today with our help

“We can no more afford to spend major time on minor things than we can to spend minor time on major things . . . Time is the best kept secret of the rich.”

– Jim Rohn

Stephen C. Schab, CPA

Seasoned finance professional, entrepreneur, and business leader with nearly 15+ years in leadership roles building departments, companies, and finance functions. Received best in class corporate training augmented with real world entrepreneurial and small business experiences, including founding 4 companies. Accomplished in start-up, family founder, private equity, venture capital, and public company environments. Proven track record of creating measurable value and solving problems by operating with a high degree of conscientiousness and pragmatism.

I have a high degree of operational focus with the ability to solve complex and ambiguous problems with scalable processes and systems. I excel in high growth start-up environments, typically PE or VC backed, with my entrepreneurial spirit as a self-starter and high degree of ownership. I thrive on creating company value with minimal direction or guidance. I am team orientated with experience working and communicating clearly across multiple functions and departments to align and accomplish company goals.

I am an expert in the order to cash process, emphasizing accuracy, completeness, and timeliness. I have extensive experience building, remediating, and enhancing SaaS reporting metrics.

Key Role Highlights

CFO, VP, Head of Finance

  • Modular Home Manufacture ($60m Revenue)

  • Cargo Trailer Manufacture ($35m Revenue)

  • SaaS Phone Analytics Platform ($12m Revenue)

  • Telecom Infrastructure Solutions ($40m Revenue)

Controller, FP&A, Accounting

  • Deloitte Public Auditor

  • SaaS Multi Family Leasing Solutions

  • Corporate Housing Provider

  • Multi Location Restaurant Chains (Pizza, BBQ, Steakhouse)

Advisory Roles

  • LCG Advisors Consultant

  • Multi Location Car Wash Chain

  • Athletic Apparel Company

  • Multi Location Massage Chain

Head of Revenue Reporting, Billing

  • SaaS Multi Family Training ($40m Revenue)

  • SaaS Digital Signage ($130m Revenue)

  • SaaS Multi Family Leasing ($10m Revenue)

Accomplishment Highlights

Transactions and Events

  • $40m debt facility raise

  • $230m PE sale to a public company

  • $65m family founder sale to a PE company

  • $400m SaaS PE company sale

Process Remediation and Improvements

  • Rebuilt accounting records to support sale process due diligence

  • Developed and implemented formal GAAP close processes

  • Identified and remediated control weaknesses

  • Establish best practices that can scale

System Improvements and Implementations

  • Scrubbed and organized operational and finance data with proper architecture and hygiene to support reporting, migration, integration, and due diligence requirements

  • Created unique company specific systems to solve complex needs that could not be readily found in out-of-the box solutions

  • Implemented recurring revenue billing systems

  • Stood up new instances of accounting systems

Integrations and Migrations

  • Lead the integration and creation of internal data bases that housed cross functional data for desired business intelligence

  • Migrated billing data from acquired company into parent’s systems

  • Combined previously siloed data environments, enabling information sharing across departments

  • Performed complex audits of previous migration efforts, identifying and remediating data issues

Developed FP&A and Modeling Products

  • Company models, budgets, and forecasting vs actuals

  • Cash forecasting (13-week, capital, burn rates, runway, etc.)

  • Complex scenario modeling and what-if analysis

  • Rolling forecasts (3+9, 6+6, 9+3) and goal tracking

  • Capital planning, budgeting, and evaluating

Produced Financial Reporting

  • Standard and complex financial statements

    • Preparation with a focus on high fidelity (audit ready)

  • Detailed revenue reporting (MRR roll-forwards, production reporting, etc.)

  • Company and industry specific KPIs and benchmarking

  • Profit margin analysis, job costing, project costing

Skills Highlights

  • Building a people first, team orientated culture

  • Building data driven analysis to support decision making

  • Financial reporting optimization for enterprise value

  • Advanced knowledge of data architecture and hygiene

  • Excel at working across multiple functions and departments

  • Quickly understand new technical topics

  • Supporting board and pitch deck creation

  • Experienced negotiator and structuring deals

  • Professional and clear communicator

  • GAAP accounting, ASC 606, Internal Controls

Software Experience

  • Microsoft Excel, Access, PowerPoint expert

  • Accounting: Intacct, Netsuite, QB

  • CRM: Salesforce, Zoho

  • Billing: ChargeBee, Zuora, Netsuite

  • POS: Revel, Clover, Square, NCR Aloha

  • QB desktop and online advanced user

  • PM Software: Monday.com, SmartSheets

  • Collaboration: Google Sheets, Docs, Slides

Education

BA, Accounting, University of South Florida (4.00 GPA)

Master of Accountancy, University of South Florida (3.80 GPA)

Certified Public Account (CPA)

Ex Big Four - Deloitte Public Accountant

Industries of Experience

  • Health Care

  • Land and Timber

  • Asset Holding Company

  • Energy

  • Education

  • Staffing

  • Quick serve restaurants

  • Franchise Operators

  • Telecom Infrastructure

  • Car Washes

  • Software as a Service (SaaS)

    • Multi Family Training

    • Digital Signage

    • Telecom Analytics

    • Multi Family Leasing

  • Cargo Trailer Manufacturing

  • On-Demand Service Apps

  • Full Service Restaurants

  • Blue Collar Services

  • Modular Manufacturing