CFO-as-a-Service for transitioning organizations and entrepreneurs

Providing entrepreneurial businesses support within every finance cycle.

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Supporting every finance cycle

                       

Standard Services

Monthly

Setting the foundation and introducing efficiencies within the month end close process is a critical part of keeping an organization running smoothly. This service includes detailed accounting, reconciliation, process streamlining and efficiencies tailored specific to your business on a monthly basis.

Quarterly

Organizations need financial planning and analysis in a quarterly cadence for executive monitoring and to deliver updates to varying stakeholders. Finding the appropriate financial levers that propel growth while monitoring business and market intelligence will aid your organization in achieving its goals.

Annually

Fiscal year-end brings the ultimate cycle of preparedness. Annual services provided include ensuring the year is closed properly, audit readiness, tax filing support, annual meeting packages and investor communications that help organizations close, communicate and begin a new year confidently.

                       

Consulting Services

Technical Accounting & Significant Transactions

Our consulting provides guidance for business transactions including but not limited to financing debt & equity, mergers, acquisitions, lease negotiation, real estate transactions and more. Businesses facing technical matters need strategic and technical advice they can count on.

Solving Unique Business Challenges

Entities at all stages face circumstances where expertise is needed quickly. Our consulting services have helped clients navigate managing turnaround, succession planning, financial modeling growth targets, implementing accounting & ERP tools and evaluating business opportunities.

Process Streamlining & Management Workshops

Services include workshops that bring various business units together in order to streamline process, clearly define products and offerings in an effort to drive growth and customer acquisition. Workshops are tailored specific to the client often including other consulting expertise.

&quote;

I want to help the entrepreneur be an entrepreneur."

I strongly feel that founders and those in the business should not waste time on the back office, accounting, contracts and finance. I will provide experienced outside perspective on business strategy and direction and help put the pieces in place to realize those targets.

"Max brings his expertise in order to help guide strategic direction for the business. For him, the CGMA designation embodies the data driven decisions, strategic thought and leadership roles demanded of today’s CPA inside of organizations."

Chartered Global Management Accountant (CGMA)
CGMA Success Stories, September 2016

MDR Finance is operated by Maxwell D. Rieck. Max brings a mixture of public accounting and private industry experience to serving clients within various industries and stages. Max combines overall data driven business acumen with technical ability having lead teams successfully through turnaround efforts, acquisition and integration, commercial real estate transactions, software migration and various financing scenarios.

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Education and certifications:

  • BS, Accounting, West Virginia Wesleyan College
  • MBA, West Virginia Wesleyan College
  • Certified Public Accountant, Pennsylvania
  • Chartered Global Management Accountant