Our service includes a comprehensive consultation to help identify gaps and opportunities, a comprehensive report that includes a project plan with timelines and milestones, a cost analysis, and a schedule. We also offer a suite of quality products that will help you get there quickly and smoothly. That’s how we ensure your success.
Mission statements –Total CFO strives to make a clear path for companies from their inception.
Executive profiles – Dale Phillips
Dale has 40 cumulative years of experience in accounting and management both in the public and private sector. He has owned businesses, worked as a CFO and CEO of many diversified companies and about five years ago, decided to put his knowledge and background to full use by assisting clients in realizing their financial potential. Mr. Phillips has worked in the aviation, transportation, construction, manufacturing, medical and hospitality industries. He is proficient in the restructuring of debt, business consolidation, funding, acquisition, audit procedures, budgeting, and cost accounting. Dale has a success record in complex financing structures, restructuring and refinancing debt and the acquisition of industrial bonds for clients.
Overall, Mr. Phillips has proven knowledge in GAAP and tax accounting
Natalie’s background includes office management, accounting, customer service, sales and public relations in the hospitality, utilities, construction, and real estate fields.
Ms. Collins manages the personal financial matters for clients. She hires all ancillary staff and services required , arranges all travel, coordinates the pilots, food service and trips for per clients’ personal aircraft, and supervises the small businesses owned by them. She oversees the accounting, payroll, benefits and daily management of her client’s businesses.
She is the “go to” person between her client and the management of their business investments and is integral in the final business and financial decisions. Natalie is a business manager, accountant and personal representative for several high wealth individuals.
Our ramp up process is designed to empower your team and outfit them with the tools they need to succeed. Talk to us today about how we can support your growth, limit your turnover, and put you on a solid track to success and profit.