408.839.1877 sam@sfbaycfo.com

About Us

We listen. We ask the tough questions.

We are your strategic business partner.

Staying ahead of the curve in today’s competitive environment requires you to keep a constant ear to the pulse of your business. What are you hearing? If you’re like many of the executives we work with, you know the beat is off somewhere, but you can’t quite pinpoint the source.  That’s where SF BAY CFO comes in.

We provide interim or part time CFO services and take a holistic approach to analyzing your business, from cash management to operations to personnel, and then help you make informed decisions in support of your vision for the company. We are your sounding board and advisor. We ask the tough questions, and help you find the answers and solutions to move your company to the next level.

Members of SF Bay CFO are independent consultants who are committed to maintaining the highest level of service, integrity and ethical standards.

Sam Lee, Consulting CFO-Controller

Sam Lee is a Finance and Accounting Professional with more than 25 years experience contributing to organizations ranging from venture-funded start-ups to large, public international companies. He has served as Controller, Director of Finance and Administration, Business Manager, and CFO in a variety of industries, including law, engineering, mass communications, environmental services, construction, real estate, Internet technology, non-profits, and government/defense contractors. Sam is also a Licensed Business Broker (BRE # 01371273) with the San Francisco /Alameda offices of Sunbelt Business Brokers, the largest organization of Business Intermediary with approximately 250 offices worldwide.

As a Consulting CFO, Sam is focused on helping small and mid-sized companies achieve their goals through effective financial planning, sound business strategy and informed, measurable decisions.  Sam uses his business background and experience teaching finance and accounting to help business owners and their employees understand the relationship between the various business components and the financial health of the company.

Sam is a “hands-on” manager, and is dedicated to helping business owners do more than just achieve their earnings objectives. His goal is to empower business owners to make better financial decisions, and to identify and leverage all the opportunities available to them.

Sam’s areas of expertise include:

  • 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

Sam holds an MBA, International Finance and a BS, 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). His CMA (Certified Management Accountant) is in progress.

Members of SF Bay CFO are independent consultants who are committed to maintaining the highest level of service, integrity and ethical standards.

Our services accelerate your business.