CURRENT PROJECTS
HOSPITALITY
WATER STREET KITCHEN
Start up, internal controls, licensing, budgeting, and forecasting for a highly acclaimed award-winning restaurant located in Wiscasset, Maine.
NORTHWOODS BREWING, JOHNSON’S SEAFOOD AND RISE n SHINE BAKERY
Quarterly accounting reviews and reporting, reconciliations, review and books close, annual tax prep for a great company with three operating companies for a craft brewery, bakery, brew pub and a highly successful steak and seafood restaurant located in Northwoods, New Hampshire.
LARGE NATIONAL BRAND FRANCHISE RESTAURANT
Forensic accounting, financial and operational review for a franchisee of large national restaurant brand in a shareholder dispute located in Maine. (Confidential)
START UP CAFE IN MEXICO
Start-up of a cafe located in Hermosillo, Mexico serving approximately 800 employees daily. Feasibility study, financial modeling, recipe development, menu engineering, costing, pricing, layout and design, internal controls, operational policies and procedures. (Confidential)
RESTAURANT AND PUB
Operational and financial review of restaurant and pub located in Southern Maine. Sale, transition, conversion, and start-up of restaurant under new ownership. (Confidential)
MOOSEHEAD LAKE REGION RESTAURANT
Feasibility study of proposed restaurant to be located on Moosehead Lake. Financial modeling, market research, layout and design, financing and grant studies. (Confidential)
RESTAURANT AND BANQUET CENTER
Operational and financial review of restaurant and banquet center located in Mid Coast Maine. Financial modeling, market research, menu engineering, cost analysis, internal controls. (Confidential)
PORTLAND PIE CO – WINDHAM, ME
Complete monthly accounting and bookkeeping services, AP/AR, GL reconciliations, year-end books close and tax prep, budgeting, and forecast modeling of regionally branded franchisee located in Windham, ME. Provide ongoing operational and financial support. Prepare management reports and conduct quarterly finance meetings with ownership and management team.
CAMDEN HARBOR INN AND NATALIES RESTAURANT
Complete monthly accounting and bookkeeping services, year-end books close and tax prep, budgeting, financial statements and forecast modeling for this 4 diamond rated boutique inn and restaurant located in Camden, Maine.
MANUFACTURING
IT’LL BE PIZZA COMPANY
Commercial food manufacturer located in Scarborough, Maine. Provide ongoing support to CFO, ownership and management team. Monthly financial review, forecasting, and growth modeling for this highly successful dough maker.
PRECISION MACHINING MANUFACTURER
On going financial review, reporting, budgeting and forecast modeling for highly complex machine component manufacturer in the commercial defense, aerospace, and turbine industries located in Maine. (Confidential)
CHEMICAL MANUFACTURER
Wind-down, disposition of assets and IP sale of a chemical manufacturer located in Portland, ME. (Confidential)
RETAIL
GENERAL STORE
Financial and operational review of a high-volume general store and boutique gift shop located in mid coast Maine. Accounting, product costing and pricing, menu engineering, budgeting and modeling, internal controls, HR policy development, development of operational procedures and controls. (Confidential)
PLUMBING SUPPLY COMPANY
Sale assistance for plumbing supply company with six locations throughout Maine. Due diligence, data room, modeling, valuations. (Confidential)
RESIDENTIAL
ASSISTED LIVING FACILITY
Accounting and financial reporting for 6 assisted living facilities in receivership located in South Carolina. (Confidential)