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, Accounting, and Finance services for small businesses

Fractional CFO, Accounting, and Finance services for small businessesFractional CFO, Accounting, and Finance services for small businessesFractional CFO, Accounting, and Finance services for small businesses

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

Bill Heavilin

Fractional CFO, Accounting, and Finance services for small businesses

Fractional CFO, Accounting, and Finance services for small businessesFractional CFO, Accounting, and Finance services for small businessesFractional CFO, Accounting, and Finance services for small businesses

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

About Us

Services

Financials

  • Monthly Financial Package with commentary & analysis
  • 30/60/90-day Cash Flow Projections
  • Develop Metrics / Key Performance Indicators


Budgets, Forecasts & Strategic Plans

  • Set up annual budget process
  • Create monthly rest of year forecasts
  • Build multi-year strategic plans


Financial Modeling / Analytics

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


QuickBooks / Financial System Enhancements

  • Setup QuickBooks to match the way you run your business
  • Convert QuickBooks desktop to Online version
  • QuickBooks Enhancements - setting up Products/Classes/Tags, Bill Pay, automate transactions, create more meaningful reporting, etc.
  • Research and fix system issues, clean up account balances, reconcile accounts.
  • Implement best practices & identify control weaknesses


Advanced Excel Capabilities

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


Banking Relationships & Requirements

  • Assist with creating a new banking relationship or obtaining new banking products (Loan, Line of Credit, Credit Card, Checking, etc.)
  • Loan Covenant and Bank Reporting required for Loans or Lines of Credit

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.

Credentials

Fractional CFO Experience

  • CFO for Residential Deck Constuction company
  • CFO for Commercial Building Construction company
  • CFO for Education & Training company
  • CFO for AI & Automation company
  • CFO for Wealth Management company
  • Supported an owner with several acquisitions and modeling different purchase price and acquisition scenarios
  • Worked with an owner to sell the business, building financial models for different price points and contract terms
  • Reconfigured QuickBooks to match how the company manages their business, and established grant tracking within QuickBooks for a Conflict Management company
  • Built data analytics and profitability analysis for an online newspaper
  • Performed a break-even analysis for a franchise owner with 2 locations
  • Created a budget and Profit/Cost models for an up-and-coming singer/song writer
  • Created an annual budget and monthly forecasting process for an AI company focused on automated newspaper articles.

Industry Experience

  • CFO for Metals Distribution company
  • Director of Finance for Wealth Management firm
  • Division CFO & FP&A Senior Manager at a Top 5 national bank
  • Division Controller & Finance Manager at a Fortune 500 manufacturing company
  • Financial Analyst at a Fortune 500 consumer goods company
  • Finance Consultant & Financial Auditor at a Big Four accounting firm 
  • CPA for 30 years

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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