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Accounting & Financial Services

As a CFO for various companies in Central Florida for nearly 30 years, I have encountered most situations and challenges faced by businesses. However, through a thoughtful and focused approach to understanding the company, its industry and the situation or challenge at hand, I have been able to successfully address any financial and operational matter.

I have arranged financing for several hundred million dollars’ worth of nonrecourse real estate loans during the last thirty years. As a consequence, I have amassed a great deal of experience with various lending products offered in the marketplace and negotiated most of the terms in a commercial financing transaction. It is my goal to ensure that the borrower’s needs are met and that the borrower remains compliant with the terms agreed to in the loan documents.

Accounting and financial services offered by Furey Advisors include:

  • Part-time, interim or project CFO with business strategy assistance
  • Development and review of accounting policies and procedures
  • Review, develop and monitor internal controls and related policies
  • Review compliance with industry and regulatory requirements
  • Budgeting, forecasting, cash flow projections and pro forma financial statements
  • Business efficiencies and cost control
  • Competitive bid procedures
  • Strategic planning
  • Borrowing procurement and compliance with loan terms
  • Tax Services
  • Assistance with property taxes
  • Real estate tax assessments and challenges
  • Tangible personal property taxes
  • Sales and use taxes
  • Assistance with payroll taxes
  • Elderly Issues
  • Social Security assistance
  • Medicare assistance
  • Banking assistance
  • Insurance, asset protection
  • Fraud or identity theft
  • Guidance to CPAs, attorneys or other professionals
  • Forensic accounting
  • Real estate valuations
  • Insurance issues
  • Estate planning
  • Bankruptcy: debtor and creditor assistance
  • Special projects
  • Debt workouts
  • Debtor in possession plans; pro forma financial statements
  • Real estate borrowing issues
  • Assistance to not-for-profit organizations
  • Operational efficiencies, competitive bidding, sufficiency of insurance coverage and grant procurement
  • Capital campaigns/construction projects, acquisitions and due diligence related thereto