Heavilin Financial LLC

Heavilin Financial LLCHeavilin Financial LLCHeavilin Financial LLC

Heavilin Financial LLC

Heavilin Financial LLCHeavilin Financial LLCHeavilin Financial LLC
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Bill Heavilin

Fractional CFO Services for small & mid-size businesses

Fractional CFO Services for small & mid-size businessesFractional CFO Services for small & mid-size businessesFractional CFO Services for small & mid-size businesses

  • CPA with 30 years of finance experience
  • Flexibility to establish work arrangements that best meet your needs 

Bill Heavilin

Fractional CFO Services for small & mid-size businesses

Fractional CFO Services for small & mid-size businessesFractional CFO Services for small & mid-size businessesFractional CFO Services for small & mid-size businesses

  • CPA with 30 years of finance experience
  • Flexibility to establish work arrangements that best meet your needs 

About Us

Services

Financials

  • Monthly Financial Package with commentary & analysis
  • Cash Flow Projections
  • Develop Metrics / Key Performance Indicators


Budgets, Forecasts & Strategic Plans


Financial Modeling / Analytics

  • Profitability by Customer, Product, Site
  • Capital Purchase Analysis
  • Headcount & Salary Planning
  • Net Present Value / Payback
  • M&A Support


QuickBooks / Financial System Enhancements

  • Research and fix issues
  • Implement best practices & identify control weaknesses
  • Enhancements - conversion to QB Online, setting up Products/Classes, online bill payments, etc.


Advanced Excel Capabilities

  • Automate and streamline existing excel workbooks
  • Build dynamic excel files to analyze and model data


Banking Relationships & Requirements

Profile

Partnering with small business owners to provide CFO capabilities for organizations that do not need a full-time CFO.


CPA with 30 years of finance experience within Technology, Construction, Distribution, Wealth Management, Banking, and Big 4 Public Accounting industries.


Flexibility to establish work arrangements that best meet your needs, whether it is a set number of hours per week/month, or time as needed that adjusts with your business.

Industry Experience

Fractional CFO

Add experiences here

  • Monthly 

Prior Work Experience

  • Cedar Brook Group - Director of Finance
  • PNC Bank - Division CFO, FP&A Senior Manager
  • Cumberland Diversified Metals - CFO
  • Avery Dennison - Finance Manager, Division Controller
  • Moen Inc - Financial Analyst
  • Arthur Andersen – Finance Consultant, Audit Lead 

Contact Us

Questions or would like additional information?

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Heavilin Financial LLC

Bill Heavilin

(216) 906-6053

Heavilin Financial LLC

Bill Heavilin

(216) 906-6053

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