Your Partner in Financial Excellence

Maintaining a competitive edge demands constant vigilance in today's fiercely competitive environment. You're not alone if you sense a discord in your business's rhythm. Many executives face the challenge of identifying the source of the disruption. That's where we come in. Continue reading about NorCal Business Advisors.

Holistic CFO Services

We specialize in providing interim or part-time CFO services, taking a comprehensive approach to analyzing your business. From meticulous cash management to optimizing operations and personnel, we aim to equip you with the insights needed to make informed decisions aligned with your company's vision. Acting as your trusted sounding board and advisor, we're here to pose the tough questions, guiding you toward the answers and solutions necessary to elevate your company to the next level.

Meet Sam Lee

With over 25 years of experience in finance and accounting across a diverse spectrum of organizations, Sam Lee, Consulting CFO-Controller, brings a wealth of expertise to the table. From venture-funded startups to large, publicly traded international companies, Sam has served in pivotal roles such as Controller, Director of Finance and Administration, Business Manager, and CFO. His extensive industry exposure spans law, engineering, mass communications, environmental services, construction, real estate, internet technology, non-profits, and government/defense contractors. Sam also holds a Business Broker license (BRE # 01371273) with the San Francisco/Alameda offices of Sunbelt Business Brokers, the largest organization of Business Intermediaries with 250 offices worldwide.

Specializations

As a Consulting CFO, Sam is dedicated to helping small and mid-sized companies realize their objectives through sound financial planning, robust business strategy, and data-driven decisions. Leveraging his business understanding and experience in finance and accounting education, Sam endeavors to empower business owners and their teams with a profound understanding of the intricate relationship between various business components and the company's overall financial health.

Areas of Expertise

Government contract compliance (FAR, DCAA, GSA, CAS)
Government overhead rate calculation and analysis
Financial reporting (internal and external)
Cash management
Risk management
Debt/equity financing
Budgeting
Financial analysis
Strategic planning
Exit strategy/planning
Expense reduction
Working capital improvement
Financial systems implementation
Gross profit optimization
Financial statements
Audit planning and preparation
Development of accounting and corporate policies and procedures

Qualifications

We are proud to say that Sam is a finance professional who holds an MBA in International Finance and a BS in Finance from Saint John’s University in New York. He has completed all educational requirements for the CPA exam and is a member of The Institute of Management Accountants (IMA). Sam's pursuit of the CMA (Certified Management Accountant) designation is currently underway.

Commitment to Excellence

At NorCal Business Advisors, our mission is clear – to accelerate your business. Our team members are independent consultants, each deeply committed to upholding the highest service standards, integrity, and ethical conduct. Contact us today to see how we can partner to help you achieve your business goals.

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