Not just your CFO - but your Chief Future Officer, empowering you with a vision for the future and the tools to take you there.
Barker Associates innovates financial imperatives that create value, enhance future financial outcomes, and offer clarity of purpose and process. Mindy’s strengths are providing an interim CFO and asking the right questions, helping to identify the financial risks, and supporting leadership to make the right financial decisions.
Client contracts range from three months to a year. Our main offerings include expert financial strategy consulting, including pre-assessments – especially for nonprofits, a review of historical financial statements, cash flow, industry trend research, and competition research. Our process includes determining specific goals through discussions with the Board, CEO, CFO, investors.
Restoring clarity and confidence
PROBLEM: An insurance company endured a management change and acquisition, including the loss of a knowledgeable, experienced staff. An incomplete GAAP financial audit left numerous financial audits and internal financial statements out of date. One audit request required system detail verification of certain policies. SOLUTION: Our team identified and defined a system to trace revenue back through the policy and cash system to a bank record.