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Scott Herckis, CPA, Finance Expert in Stamford, CT, United States
Scott Herckis, CPA

Finance Expert in Stamford, CT, United States

Member since June 4, 2021
Scott has 25+ years of experience in the finance and accounting industry. He started his own outsourced CFO and CPA practice in 2009 and now serves an array of clients in various industries throughout the United States. Scott provides custom on-call CFO services, such as building financial models, business strategy with C-suite executives, assisting with capital raises, financial statement preparation and analysis, and tax services, including income, sales, and property tax returns.
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Career Highlights

Education

Select Certifications

Case studies

Expertise

Employment

  • Outsourced CFO

    2009 - PRESENT
    SJH Financial
    • Built a multi-year financial model for a startup in the life sciences space. This was instrumental in raising their first round of financing, and as importantly, gain an understanding of how much capital they need to raise in the future.
    • Strategized with the CEO of a consumer products company I have worked with for over five years during the pandemic crisis. I assisted him in obtaining two rounds of PPP funds for over $1 million and managed to keep costs down over the past year.
    • Assisted a non-profit K-8 school that was winding down operations over the past two years. Replaced the full-time COO and managed the financial process to ensure a smooth closing.
    • Reviewed the business of a high-end 10-year-old recruiting firm and discussed the overall operations with the CEO. Helped her determine the right strategy for future growth and potential sale.
    • Collaborated with the CEO and head doctor of a colorectal surgery practice and reviewed all billings to hospitals and third parties. Discovered many issues, which resulted in additional billings and increased their revenues by over 20%.
    • Prepared tax returns for a client that had not prepared nor paid his taxes for multiple years. Successfully negotiated a reduced amount to pay with the IRS.
    Focus areas: Accounting, Fractional CFO, Forecasting, Budgeting, Revenue & Expense Projections, Inventory, Small & Medium-sized Enterprises (SME), CFO, Part-time CFO, Financial Planning & Analysis (FP&A), Fundraising, Pitch Decks, Business Models, Healthcare, Real Estate Development

Education

  • BBA Degree in Accounting
    1989 - 1993
    The University of Texas at Austin - Austin, Texas

Certifications

  • Certified Public Accountant (CPA)
    MAY 1999 - PRESENT
    New York State Education Department, Division of Professional Licensing Services

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