Wayne Kalish

Wayne is a contractor-based Chief Financial Officer services practice focused on maximizing client profit margins. Strategies employed include 1) identifying and driving cost savings in areas that provide little or no benefit to customer and employee stakeholders, 2) renegotiation of vendor contracts in excess of current market rates, and 3) identifying and driving profitable revenue growth opportunities. He also provides interim, part-time and project-based services in all traditional Private Company and SEC Accounting and Reporting, Finance, Internal Control and Business Model Efficiency disciplines, as well as Financial Personnel Recruitment, and Treasury and Risk Management, including assistance with Capital transactions and Insurance placements and renewals.

To read more about Wayne’s experience, please click on the following links to download:

Wayne’s Biography (cont.)
Wayne’s Resume


Shawn La France

Shawn’s mission is to provide clients with the most cost-effective business solutions utilizing their QuickBooks software to maximize efficiency and profitability. A U.S. Military Veteran, Shawn brings 22 years of accounting and business management experience to your business. Business owners and managers can rely on his work to make wise business decisions that allow for profitable growth, without added overhead cost. His services include the following:

  • Set up or conversions of new company files in Online, Desktop or Enterprise editions
  • 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
  • Set up and training of powerful QuickBooks tools and reporting features including Advanced Inventory and Advanced Reporting in QB Enterprise edition

A few of Shawn’s specific successes, that could benefit your business, is as follows:

  • Implemented job costing for service provider small business, linking ADP and QuickBooks Enterprise 2017
  • Implemented third-party payroll import solution from ADP to QuickBooks Enterprise 2017, reducing processing time from four days to one hour
  • Implemented third-party lockbox solution reducing bank deposit and payment application process from four hours daily to 20 minutes in QuickBooks Enterprise 2017
  • Two Successful ADP Implementations
  • Performed sales tax and resale certificate review for small business, ultimately uncovering and recovering $103K over payment of sales tax

See Shawn’s profile, including certifications here