Wayne Kalish & Associates, LLC is a contractor-based Chief Financial Officer Services practice. Its Principal Shareholder Wayne Kalish is a CPA/MBA specializing in the following practice areas:

Profit Margin Maximization

  • Identifying inefficiencies within specific operational areas/disciplines. Develop and implement protocols/processes to maximize profit margins. Areas of focus include:
    • Banking and Cash Management
    • Audit, Legal, and other Professional Services, without quality of service degradation
    • Software Licenses and related Maintenance Agreements
    • Employee Health programs
      • Through wellness based high deductible plans with strong claims related controls
  • Workers Compensation and Public Liability insurance
    • Eliminate claims and reduce premium costs through Zero Accident Protocol
  • Property Insurance
    • Optimize coverage while minimizing premium costs through innovative coverage and asset pooling arrangements
  • Renegotiation of vendor contracts in excess of current market rates
    • Expert third party negotiators are more likely than company employees to achieve significant cost savings due to lack of personal relationships with vendors
  • Identifying and driving profitable revenue growth using a simple Activity Based Costing approach

Interim, Part-Time & Project-Based Services

  • Business Model Efficiency
  • Accounting and Reporting
  • Cash Flow/Resource Management
  • Treasury and Cash Management
  • Financial Planning and Performance Analytics
  • Strategic Planning
  • Capital Transaction Analysis
  • Valuation Services
  • Compliance and Internal Controls
  • Human Resource Planning
  • Optimizing Monthly Financial Closing Process
  • Insurance Placement and Renewals
  • M&A Analysis and Due Diligence
  • Turnaround and Crisis Management
  • Financial Personnel Recruitment – from Support Staff to Executives
  • Litigation Support
  • Access to a Broad Range of Multidisciplinary Talent to offer a wide range of solutions
    • Ranging from Support Personnel to Experienced Executives

Business and Financial System Optimization

  • Review of existing workflows, recommending new work flows, and setup and training of new workflows by automating manual processes using existing features in QuickBooks or third-party Apps