You Know Your Business

Let me help you succeed!

My job is to make sure your business financial strategy is sound and functioning properly. My success allows you to do what you do without worrying about the financial details.

Here is a quick look at how I help:

• Financial Decision Making
• Strategic Financial Planning including setting Goals & Objectives
• Risk Management
• Trend Analysis
• Balance Sheet Management
• Compensation and Benefit Plans
• Taking Liaison Role with bankers, attorneys, vendors, insurance agents, etc.
• Investor Relations
• Contracts, Licenses, Leases and Legal Engagements
• Cash Forecasting and Monitoring
• Entity Selection and Company Start Up
• Business and Individual Tax Planning and Preparation

Can I Help You?

I work with small business owners to improve their business and help them succeed. 

My experience is ideally suited for small business. I am the owner and I work directly with all my clients as a long-term partner – even on short term projects. I understand the unique challenges of owning and running your own business. 

 Here is what my clients look like:

• Owner ready to grow but uncertain about investment and funding options.
• Business owner with a bookkeeper and tax preparer who wants to review financial results, trends, and strategic planning progress monthly with a professional partner.
• An engaged and motivated to succeed owner able to think outside the box at times.
• Brick and mortar retailer who is challenged to manage all the books each month along with payroll, taxes, and vendor support.
• A small business owner who has received a letter from the IRS or state taxing agency and now faces questions he or she does not know how to answer.
• Start-ups with questions that require an experienced CPA to provide correct and understandable answers.
• A successful business considering the acquisition of a competitor.
• An astute owner who is looking for sound financial guidance.

I’m Mike O’Brian

I have over 37 years’ experience with private companies in multiple industries as a CFO, Controller, COO and other titles. I always enjoy listening to and working with the owner in the areas of accounting, finance, human resources and management helping set goals and objectives that allow he or she to become successful as they have envisioned.

During my career, I have also been a small business owner consulting with other small business owners to answer questions and provide advice regarding finance, accounting, human resources and management and tax planning and preparation.

My clients want a listener not a salesperson. My success is directly linked to building strong relationships with individuals as evidenced by numerous clients who have worked with me for years and in some cases decades. In my career, I have “Been there, done that” and I’m anxious to share my experience and the lessons learned with you as my client.