Choose a team member to meet them...
Patricia AS Thieme | Yvonne Lillebo | Leah Gray | Tom Chudecke
Ralph Homan | Andrew T. Ariizumi | Marie Vaughan | JerryAnn Graham
Laurie Ostrom | Gary Henderson
President and Founder
Tom, one of the founders of CFO2Go in June 1991, saw a need for seasoned, "been there", financial leadership but on a part-time basis. There were freelance financial professionals who tried to provide this service, but could not establish a presence in the marketplace sufficient to maintain a continuing flow of clients. CFO2Go was established as a single identity with which CFO consultants could develop their practice. Tom has over 20 years of financial management background primarily in retail and hospitality. As the primary promoter of CFO2Go, Tom has helped establish CFO2Go's solid reputation in the Puget Sound area.
Velvet has over 30 years experience in accounting and financial management. Her background includes 10 years as a CPA with Moss Adams where she worked predominantly with closely held companies. After public accounting, she spent eight years in private industry as a controller, Vice President of Finance and Chief Financial Officer in high tech, lumber, energy sales, including start-up companies. During her 12 years at CFO2Go, Velvet has worked on a wide range of clients including small closely held companies, start-ups, companies with worldwide operations, services, high tech companies, real estate related entities and City of Seattle agencies. Velvet enjoys utilizing her years in public accounting and her hands-on experience in private industry to provide business consulting to a variety of clients.
Manager of Business Development
Ralph has been in B2B sales for 35 years. His style is decidedly consultative; he'd rather tell the prospect there are better solutions than his, if that is indeed the case, than push for a sale when the value just isn't there. After all, no word spreads faster than from a dissatisfied customer who knows they were sold instead of being helped to decide.
He has been in the top tier of salespeople everywhere he has been, from mainframe computer sales to equipment leasing, predictive employee assessments, business banking, HR outsourcing, and now interim CFO services.
Having been an Adjunct Professor in business courses for 10 years, he's also led many sales training seminars, has several times been Moderator for the National Issues Forum in his community, has twice been Jury Foreman and thoroughly enjoys jury duty, and has represented many non-profit organizations and his own companies in public speaking engagements.
Ralph has a BS in Accounting from Wheeling Jesuit University and an MBA in Marketing from National University. He successfully ran CFS Leasing for 21 years, has started and grown two other businesses, and has consulted many budding entrepreneurs for the SBDC.
You won't meet a bigger dog lover than Ralph. His interests include carpentry, home improvement, camping, football, music, and long road trips in his convertible sports car.
David has more than 20 years experience in International Banking with an emphasis in Trade Finance and the U.S Government support programs. He has helped companies set up electronic letter of credit systems for their imports and helped exporters with their export bills purchase program. David holds BA and Law degrees from the University of Oklahoma and a degree from the American Graduate School of International Manaagement.
He is on the Board of the Australian New Zealand American Society(ANZAS) and is currently their Treasurer. ANZAS is a cultural corporation that promotes stronger ties among the three countries. He is also on the Board of The Delta Society. The Delta Society is a non profit corporation that is dedicated to improving human health and comfort through interaction with service and therapy animals.
Hobbies are traveling, wine, coffee and cooking.
Daniel R. Cote'
Dan has over 20 years experience in financial policy administration and implementation. He is experienced in multi-location operations ranging from $250,000 to $120 million revenue per year and has extensive experience in both service and manufacturing environments. Having owned and operated a manufacturing and contracting business, he understands the issues that most business owners confront on a day-to-day basis. Dan excels in the development of the corporate profit planning function. He has also been instrumental with companies in the origination and implementation of accounting policies, procedures and controls and has been closely involved in the financial reorganization (Chapter 11) of both large and small companies. Dan has also instructed accounting and finance courses for City University undergraduate and MBA programs. .
Dan is also a Certified Quickbooks Pro-Advisor. Come take a look at the Professional Quickbooks Services we offer.
Patricia AS Thieme
Patricia specializes in the biotechnology and medical device industry. She has 18 years of experience in accounting and financial management primarily with the leading biotech companies in the Seattle area. Her experience includes comprehensive hands-on experience in start-up operations, managerial accounting, financial accounting, facilities and human resources. She has helped companies in the start-up stages, systems conversions, budgeting, reorganization/turnaround and procedure development. Patricia has held positions as Controller and Director of Finance and Administration and holds a BS in Accounting.
Yvonne has over 20 years of accounting and financial management experience for national corporations including start ups, rapid growth and technology businesses. Yvonne has been a senior executive responsible for the strategic planning, development, implementation and management of all corporate cash management, accounting, financial reporting, financial analysis and capital budgeting operations. Yvonne has been instrumental in working with companies on the verge of bankruptcy and reorganization, obtained outside lines of financing and negotiated mergers and acquisitions. Yvonne has held positions as Vice President of Finance and Controller for both private and publicly held companies.
Leah has over 15 years of accounting and financial experience which includes advising companies public and private on complex issues including revenue recognition, stock options, equity instruments, acquisitions and other accounting issues. Leah worked overseas as a Director in the Global Capital Markets Group with PricewaterhouseCoopers and led several successful IPO’s. During the past five years she has consulted with companies regarding Sarbanes-Oxley and conducted audits of companies in the biotech, technology, retail and service industries. She has also provided recommendations to her clients to enhance their financial reporting. In addition, she has advised companies on identifying target companies, performing due diligence and completing acquisitions. She also has experience in setting up financial accounts for small and medium size companies and assisting with ongoing financial reporting.
Tom has over 30 years of professional experience working both private and public companies in the Northwest as well as internationally. He began his career with fully integrated manufacturing company and helps them grow from small private company to public company traded on the NASDQ. He helps develop this company from domestic company to widely distributed product company worldwide. Tom was responsible for strategic planning, tax, accounting, audit, IT, HR and Finance. Tom after several years in manufacturing moved to manufacture and construction business, which did 60% of their crane business internationally. He was instrumental in structuring the business model to maximize their profitability and provide the needed funding for growth. During the dot.com period Tom also help start and raise capital for Medical Device Company. After leaving the company he was instrumental in working with IT and Software Company to restructure their business model, which lead to increased profitability and ultimately help sell the companies. Tom works with a variety of clients help with operations efficiencies as well as “best practices” management.
Andrew T. Ariizumi
Andy has more than 25 years experience in accounting and financial management. He spent six years with Peat Marwick Mitchell auditing both privately held and public companies. Since leaving public accounting he has worked in private industry and consulting holding positions of Controller, CFO and financial consultant. Andy has a broad range of experience in all aspects of financial management. He has developed and managed financial reporting and profitability by customer systems. He has negotiated financing packages with outside lenders and maintained ongoing banking relationships. He has experience in both the acquisition and the sale of businesses. In addition Andy has managed human resources and IT departments.
Ian has worked in accounting related fields for the past ten years with a variety of different clients from the restaurant and hospitality industry, manufacturing and distribution, to bankruptcies. His main focus at CFO2Go is offering support to the principals. Ian's services include implementing and maintaining accounting systems, setting up internal systems and controls, auditing and training.
Stan has more than 30 years of commercial and international banking experience. He was a vice president with several major financial institutions including Seafirst Bank, Security Pacific Bank, The Bank of Tokyo Mitsubishi, Ltd., and US Bank. During his banking career he worked in various capacities including relationship manager for middle market and Fortune 500 companies, business development, credit administration and structured trade finance. He was stationed offshore in Tokyo, Seoul, and London. Stan is able to assist growing small and medium sized companies improve their banking relationships. He earned his bachelor's degree in political science from Marquette University and his masters’ degrees in Korean Regional Studies and Business Administration (finance) from the University of Washington.
Marie has over 20 years of accounts receivable/accounts payable experience with a strong background of administrative skills. She owned and operated a successful business for over 19 years working with a variety of clients. Having owned her own business Marie understands many of the day to day challenges a business owner is confronted with. She is knowledgeable in the areas of accounts receivable, accounts payable and is very familiar with QuickBooks. She takes pride in working with each client to meet their individual needs.
JerryAnn has 25 years of office experience including administrative and accounting. Her experience includes billing, accounts receivables and payables, sales, fundraising and customer service. She provides the in-house bookkeeping for CFO2GO and she is experienced with QuickBooks, MS Small Business Financials, Word, Excel and Access.
Laurie has twenty years combined experience starting with the banking industry to running her own bookkeeping business, held positions as Assistant Controller, and for the past several years as Controller for a HVAC company. She holds a BS in Finance. As Controller she implemented corporate cash management, financial reporting, and budgeting. She has worked with multiple lenders in transitions from and to collateral credit lines and borrowing based certificates to traditional LOCs. Has and is comfortable managing State and Federal audits. She is also skilled at preparing financial statements, fixed assets, cash flow projections and maintenance of general ledger accounting.
Gary’s professional career spans 30 years in accounting and operations of closely held businesses ranging from $100,000 to $40,000,000 in annual revenues. After five years with a local CPA firm and ten years in the manufacturing sector he joined a partner to co-found, acquire, and ultimately sell multiple successful businesses. His entrepreneurial mindset combined with his comprehensive hands-on experience with start-ups, accounting, operations, and administration allows him to understand many of the day to day challenges a business owner must deal with. He has extensive experience in planning, forecasting, modeling, budgeting, cash management, and HR as well as managing relationships with outside resources including CPA, legal, banking, and insurance. Gary holds a BA in Accounting from the University of Washington and is a Washington State CPA (inactive). He has served on the Board of Directors of the Kirkland Performance Center, a non-profit organization he continues to support. He lives in Kirkland with his wife and has two grown children.