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David Stern is a professional CFO for small businesses with more than 20 years of diverse small business experience and expertise. David helps clients develop financial systems, build financial models, develop costing systems and generally develop a better understanding of important financial issues such as operational breakeven, cash flow forecasting and liquidity.
CFO EXPERIENCE
Principal, David Stern CFO
January 2009 – Present
Outsource CFO services providing financial experience that small businesses need to survive and prosper, yet without
the need to hire a full-time CFO. Specializing in profit and cash flow generation; financial statement analysis; budgets and
forecasting; accounting systems (QuickBooks-based); financial controls; loan application assistance; buying and selling
small businesses; bookkeeper oversight and training.
CFO Consultant, Henry C. Levy & Company CPAs
November 2007 – December 2008
As a CFO Consultant at this 12-person CPA firm, responsible for all facets of client management of small business clients: business development, goal setting, accounting systems oversight, financial analysis and planning, coordination with tax department.
Principal, Small Business Logic Inc.
January 2001 – November 2007
This five-employee boutique financial services company provided small business CFO and QuickBooks/accounting
services to clients in a range of industries.
CFO Consultant, Smith Grant & Kliegman CPAs
October 1999 – October 2001
As a CFO Consultant at this eight-person CPA firm, responsible for all facets of client management for small business
clients: business development, goal setting, accounting systems oversight, financial analysis and planning, coordination
with tax department.
Principal, Bookkeeping Plus
September 1997 – September 1999
Provided bookkeeping and financial management services to help small business owners improve financial performance.
MANAGEMENT EXPERIENCE
Special Services, Home Depot
September 1996 – September 1997
Staffed the Special Services desk: custom orders for building materials and contractor services.
Northern California Manager, Appliance Recycling Centers of America
September 1994 – August 1996
Opened and managed the Northern California division of this national appliance repair, reuse, and recycling company.
Revenue streams included retail appliance sales, scrap metal sales, and public utility service contracts for hazardous
waste removal and safe disposal.
Sales, Maintenance & Manager of Information Services, Urban Ore, Inc.
Occupied various positions over time for this retail building materials reuse/salvage yard.
TEACHING, PANELS, PUBLIC EDUCATION
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nstructor, San Francisco Renaissance Center. Worshop Presenter, Oakland Business Development Corporation.
Panelist, East Bay Small Business Development Center. Lead author, David Stern CFO blog, www.davidsterncfo.blogspot.com
EDUCATION
B.S. in Natural Resource Economics. University of California, Berkeley, 1986
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