CLIENTS

We service clients of all sizes and needs.  We are proud to be a part of our current client's successes and would be glad to provide references from any or all of them!  See their current testimonials below...
TESTIMONIALS...

Marker Test Diagnostics, Inc was in need of an out-sourced corporate financial management team to help us consolidate and align our financial reporting, provide for strong strategic financial planning, and develop financial planning models that best fit our company's growth expectations.  Mike Browne and Fiscal Partners came highly recommend to us from our corporate legal team, and we have been very pleased with the robust reporting models Mike and his team have developed.  Fiscal Partners has done an outstanding job of providing our leadership team with multiple financial models that have been used to develop manageable operating plans for 2015 and beyond.  I would highly recommend Fiscal Partners for your outsourced financial needs.”

Kim Christensen - CEO Marker Test Diagnostics

Will Head - CEO Wake Up America

To say Fiscal Partners saved my business would be an understatement. Through the mindful eye of my attorney, I was gently nudged to consider an outside advisor and the adventure began.   As the terror came over me that my business was being poorly mismanaged and that I lacked all the proper tools not only to keep an eye on what was happening, but that I was not prepared to scale my business as I have always desired.  Through these "naked and afraid" moments I was guided, mentored and taught how to not only be a better business woman but a more strategic and less reactive CEO. In addition, Kevin and Mike have not only fixed the financial state of affairs but have put into place a strong operational plan and foundation to take me to the next level. They are strategic, thoughtful, organized and incredibly hard working.  They protected my interests even when I couldn't see through the fog and chaos. I am certain that with their advice, mentorship, hand-holding (kicking me in the butt  when required) and talents and skills, I can achieve all my business dreams and successes.  My legacy will be achieved because my mindful colleague and friend brought me to them.  It was Divine intervention......five stars is not enough!!!!! This one goes to eleven!

“It has been a pleasure working with Mike and Kevin of Fiscal Partners.  Serving in the role of CFO, Fiscal Partners was instrumental in preparing the financials that set the stage for our capital raise.  Their ongoing consultation, as well as attention to detail, has been a key component of our success.  I wholeheartedly recommend their services.”

Kim Christensen - CEO Marker Test Diagnostics

Angela DeRosa - CEO DeRosa Medical

After joining Western Window Systems in 2016 as their CFO, I quickly determined that the company’s growth had outpaced the accounting team and the tools in place to provide transparent and timely financial information.  Essentially, I needed to get the trains running on time again in order to focus my time in more strategic areas.  With a number of projects looming such as completion of our year-end audit, creation and implementation of  a new Chart of Accounts, full reconciliation of our balance sheet accounts and development of a robust budgeting process, it was clear that my team needed immediate help that could jump in and support/drive the projects.  Theresa Delarm and Kelly Sharritts quickly provided a game plan to complete the multiple projects including revamping the Chart of Accounts, cleaning up the AR/billing process, cleaning up fixed asset detail and getting it uploaded into the accounting system module, created/reviewed all the audit schedules requested by the external accountants, and throughout researched all issues surrounding both financial and operational items that came up.  Through their efforts they got us ready for an audit that went very smooth as a result of their hard work.  Additionally, they created an amazing consolidation tool for our departmental budgets which enabled us to upload our budget into GP.  They took the time to understand our business and determine what needed to be done, they were willing to help wherever we needed them.  My team (me +1) couldn’t have gotten to the place we are now without them.  I am incredibly thankful for Theresa and Kelly for being great partners as I worked through what could have turned into a very terrible year end close.  Not only are they amazing at what they do, they are wonderful people who care and are fun to work with! 

Heather Zorg, CFO Western Window Systems

After joining Western Window Systems in 2016 as their CFO, I quickly determined that the company’s growth had outpaced the accounting team and the tools in place to provide transparent and timely financial information.  Essentially, I needed to get the trains running on time again in order to focus my time in more strategic areas.  With a number of projects looming such as completion of our year-end audit, creation and implementation of  a new Chart of Accounts, full reconciliation of our balance sheet accounts and development of a robust budgeting process, it was clear that my team needed immediate help that could jump in and support/drive the projects.  Theresa Delarm and Kelly Sharritts quickly provided a game plan to complete the multiple projects including revamping the Chart of Accounts, cleaning up the AR/billing process, cleaning up fixed asset detail and getting it uploaded into the accounting system module, created/reviewed all the audit schedules requested by the external accountants, and throughout researched all issues surrounding both financial and operational items that came up.  Through their efforts they got us ready for an audit that went very smooth as a result of their hard work.  Additionally, they created an amazing consolidation tool for our departmental budgets which enabled us to upload our budget into GP.  They took the time to understand our business and determine what needed to be done, they were willing to help wherever we needed them.  My team (me +1) couldn’t have gotten to the place we are now without them.  I am incredibly thankful for Theresa and Kelly for being great partners as I worked through what could have turned into a very terrible year end close.  Not only are they amazing at what they do, they are wonderful people who care and are fun to work with! 

As the President and CEO of Wincline, a company that I started in 2016, I started my business from the ground up and Fiscal Partners has been partnering with me since inception.  As this is the first time I have been an entrepreneur instead of just an employee, I really appreciate the guidance and support Fiscal Partners provides me.  As a start-up we really didn’t require, nor could afford, a full time accounting team.  Fiscal Partners has provided us with thorough CFO/Controller, bookkeeping, HR and tax preparation assistance at the right price to meet our fiscal management needs. They take the time to understand our business and determine what is needed to be done for us.  Through their efforts we have timely and informative monthly financial packages, in addition to relevant industry KPIs for us to benchmark against.  We also through collaboration have an annual operating plan and goals behind that plan, that we monitor and update continuously as circumstances change.  In our relationship with Fiscal Partners, we have received prompt attention, relevant information and outstanding service. The practical advice given by this team has been useful in the assessment of our profit, loss and risk thresholds, in addition to compliance with federal and state regulations. Fiscal Partners goes beyond traditional accounting; they are our strategic partner invested in making Wincline successful.

John Harvey, President and CEO Wincline

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