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Making Business Run Better

Personal, Professional, Proven Results

Services

Financial Management

Immediate support for your accounting team. Permanent part-time or interim help is available. Short term support for decision-making, problem solving or issue resolution. [more]

Execution

Somebody has to make it all work. Experience includes creating and improving financial reporting, implementing and improving new systems and processes, teaching, training and team building. Able to manage audits, and tax reporting. [more]

Process Improvement

Making business run better. As part of your team or as a project. Business process review with an eye to increasing efficiency, control, functionality and effectiveness of process. [more]

Projects

Help when you don't have the time, talent or interest for important projects. Due diligence, reconciliations, budgets, documentation, planning. I can interface with vendors, review existing procedures and implement new processes and functions. [more] 

Strategic Planning

A strategic business partner to senior management. Develop a roadmap for the future. Determine where you are going and how to get there. [more]

Technology Management

Technology can be in-house or outsourced. Somebody needs to manage the function to ensure that everything is working together smoothly. Growing companies need to change as they grow. [more]

Welcome

 

Bill MartinI specialize in helping companies cope with growth and change. Frequently my first point of contact is with the financial function. Generally something is broken. Financial information doesn’t make sense, systems are out of balance, cash flow is a problem, or the reporting system does not meet current needs.

With a relationship established my breadth of experience often proves invaluable. I help with big picture planning, business process improvement, team building, and many of the functions that growing businesses do not have the time to deal with. Budgeting, audits, tax planning, insurance, reporting, communication, disaster planning, internal controls, change management, personnel systems, vendor management and documentation.

With over 30 years of experience in senior financial and operational roles and having owned three small businesses I am adept at identifying strategic directions then implementing systems, processes and financial controls to meet the needs. Whether you need hands on support or leadership and guidance I am experienced and available.

Affiliated with C Squared Solutions I am a Principal with the firm. C Squared Solutions’ senior level CFO and COO consultants provide fractional, interim and project support. Services include financial modelling, M&A support, mentoring, reporting, and budgeting along with complete short and long-term leadership services.

I built this website to give you a better idea of who I am, and how I may help you. Please do not hesitate to contact me. I would enjoy an opportunity to chat with you and see if I can help. If not, I know quite a few others that might be able to help.

My Contact information is here.

 
 
 
 

Blog

Using Financial Statements

One of the main products of any accounting system is the financial statements. These are used by companies of all sizes to measure and monitor the health and well-being of the organization. The most important…

Using The Income Statement

What is the income statement? First and foremost, the Income Statement shows if your business is making a profit over a specific period of time. It includes details on the sales or revenue earned, the…

The Strategic Planning Process

  The strategic planning process generally has a goal of developing a document called the “Strategic Plan”. It is important to realize that strategic planning is a journey and the plan document is not really…

Testimonials

I was referred to Bill through a mutual connection to assist me in getting my accounting firm off the ground. His experience, patience and insight were essential in helping me navigate my first year of business and my first tax season. Bill was efficient with time and always responded to my emails in a timely manner. I can attribute my success in part to Bill's assistance. Highly recommended for anyone needing help to grow to the next level or create a strong foundation
Liz Kiel EA
Trace Financial
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