Wherever Gerry has gone throughout her career, she has effected positive change that has enhanced operations and bolstered the bottom line. Now, as a financial consultant, Gerry offers her decades of business acumen to your organization.

Gerry specializes in financial statement analysis, inventory analysis, lean manufacturing, special projects, and start-up and turnaround business consulting. She is a certified public accountant (CPA), a certified management accountant (CMA) and a forensic certified public accountant (FCPA). A former chief financial officer of a $100 million processing plant, Gerry has also held several controller positions at companies ranging from 60 to 100 employees and $15 million to $100 million in sales.

Membership

  • AICPA (American Institute of Certified Accountants)
  • PICPA (Pennsylvania Institute of Certified Accountants)
  • IMA (Institute of Management Accountants)
  • FCPA (Forensic Certified  Public Accountant Society)

The following courses have prepared me to consult in lean manufacturing, financial analysis, budget preparation, projections and business plans.

Courses attended include:

  • Free Cash Flow
  • Financial reporting for Manufacturers
  • Financial reporting for Non-Public Companies (updated 6/30/09)
  • Impairments and Intangibles (6/18/09)
  • Mergers and Acquisitions (7/23/08)
  • Revenue Recognition (8/27/08)
  • Business Combinations and Consolidations (12/1/08)
  • Employment Laws for Accountants
  • The Controller’s Job
  • Lean Accounting (10/05)
  • Financial Leadership
  • Business Analytics
  • Corporate Fraud (1/10)
  • Business Valuations: Techniques and Theory  (7/2011)
  • Business Valuations: Income Approach (7/2011)
  • Business Valuations: Financial Statement Analysis (7/2011)
  • Business Valuations: Asset and Market Approach (7/2011)
  • Business Valuations: Discounts and Premiums (8/2011)
  • Innovation Leadership 101 (6/14/12)

Public Speaking

  • Executive Leaders Radio 4/19/08
  • Business Decisions Seminar
  • The Worth of Your Business
  • Green Lights and Stop Signs