Principal at POSITUS consulting llc
Charleston, South Carolina Area
Principal at POSITUS consulting llc
Charleston, South Carolina Area
We perform business advisory services exclusively for small and medium sized businesses. We do not perform traditional accounting services or income tax preparation services, though we do give second opinions on the services clients receive from existing traditional providers. The principal spent 10 years in public accounting, rising to tax manager in a regional firm. She was frustrated by all of the client needs she saw for help running their businesses and the lack of assistance traditional CPA firms provide. She left public accounting to run a multi-million dollar company, gaining the expertise she lacked by working exclusively in public accounting for her entire career. We work closely with clients on a project basis and provide the hands-on approach the average client simply does not get from other professionals who must churn client volume.
Strategic planning, financial analysis and trends, business growth analysis, return on investments analysis, hire-and-fire decisions
(Privately Held; Myself Only; Accounting industry)
January 2005 — Present (4 years 11 months)
Work closely with small and medium sized business clients to make strategic decisions as a CFO or COO would. Heavy focus on financial interpretation and analysis, giving clients the tools and information to make more informed decisions about their businesses because they have a better grasp of their financial performance. Assist clients with dynamic strategic planning that is manageable and executable. Help with hire-and-fire decisions. Analyze return on marketing investments and help facilitate better marketing decisions. One client has been a Roaring 20 award winner and another an Innovators award winner.
(Privately Held; 11-50 employees; Law Practice industry)
November 2001 — December 2004 (3 years 2 months)
Evolved the position into a dynamic professional role. Focused on staff retention and morale, making great improvements to employee benefits and work environment. Spearheaded firm re-branding, working directly with all professionals involved to see the project completed. Delved heavily into collections and billing inefficiencies within the firm, helping capture significant additional revenue. Initiated and oversaw major property improvement projects on a historic structure. Firm was a Roaring 20 award winner during last year there, with me making the submission.
(Partnership; 11-50 employees; Accounting industry)
July 1998 — December 2000 (2 years 6 months)
Tax manager for a state-wide CPA firm, dividing time between the offices in Charleston and West Columbia. Devised a system of tax record keeping and information retention that was adopted firm-wide and became the basis of their paperless office. Instituted staff review in the Charleston office. Billed more hours during the 2000 tax season than any other professional in the firm, save one. Oversaw the purchase of a smaller CPA firm and integrated their data into the firm system. Much direct client contact.
BBA , Accounting, Management , 1987 — 1991
Graduated magna cum laude with a major in accounting and a minor in management
Business advisory services focusing on financial interpretation, analysis and decision making; hire and fire decisions; growth analysis and mapping through strategic planning; hobbies include piano, acting, reading, and travel
East Cooper Breakfast Rotary Club, BNI, Daughters of the American Revolution, Board of Advisors for Halsey Institute of Contemporary Art
Forty Under 40 award recipient, Rotarian of the Year, Leadership Charleston, Perfect Attendance Awards (Rotary)