Clients

Client Snapshots

Client List

CLIENT SNAPSHOTS

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ANKROM MOISAN ARCHITECTS

PlusPoint Team

Mike Temple, Founder, Partner

Elisabeth DeWhitt, Controller

Emily Liebler, Assistant Controller

How we helped AMA

Accounting team and process assessment
Bank compliance and reporting
Forecasting and cash management
Systems optimization
Accounting clean-up and audit prep
Interim CFO and Controller
New CFO hiring assistance

FIBERSPHERE

PlusPoint Team

Mike Temple, Founder, Partner

Elisabeth DeWhitt, Controller

How we helped Fibersphere

Transaction review and accounting for capital formation and major operating asset acquisition transactions
Accounting process review, definition and staff training
Review and clean-up of prior accounting records
Financial modeling and multi-year forecasting
Board of Directors reporting and support to the CEO

CLOUDABILITY

PlusPoint Team

Mike Temple, Founder, Partner

Kari Minton, CEO, Partner

Elisabeth DeWhitt, Controller

How we helped Cloudability

Ongoing Controller oversight of outside accounting service
Financial modeling; forecasting of current and projected capital requirements
Advise on capital formation strategy
Assistance with preparing for equity capital raise – business planning and investor material preparation
Assistance with structuring and negotiating bank line of credit
Board reporting and CEO support

COAST

PlusPoint Team

Kari Minton, CEO, Partner

Stuart Bell, Sr. Digital Operations Consultant

Kendra Toops, Sr. Controller

How we helped Coast

Initially, engaged to assess revenue cycle performance
Provided business process, systems and staffing recommendations to improve current performance and future scalability
Subsequently engaged to develop and manage RFP process for ERP system upgrade
Design and implement new business processes to match with ERP selection
Manage business process overhaul and ERP implementation

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