CJ Spady began her practice in 2002, after many years of working with Price Waterhouse and in industry in various roles including: Controller, Global Budget Director, and CFO, to name a few. The firm was founded out of her passion to bring the skills learned in the larger corporate world to the small to medium sized business entrepreneur.
Our mission is to make the broad financial skills available to the small to medium sized business and individuals. All businesses, big and small, need to understand their financial situation on a day to day basis. All businesses need to allocate scarce financial resources amongst various options, watch cash flow, and plan for the future. Sometimes the right opportunity comes about and an opportunity to sell the business may be in front of you. When that happens, you’ll need extra fire power on your team to navigate some of the financial requirements to comply with the terms of the sale. Whatever the case may be for your business, you have the potential to hire a CFO for your business who is available for you on an “as needed basis” through our team.
Many self employed individuals face the same questions as big businesses. For example, how much money am I making? What kind of financial reports should I be looking at? Does it make sense to incorporate? Should I pay myself a salary? The lists of questions are endless. It’s our mission to help businesses find the answers that they need.
Individuals also have a need to understand the complexities of the tax system we are all part of. Explaining the complex in simple terms can go along way to ease stress and elevate understanding. Our mission is to help individuals in that way also.