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

Verified Expert  in Finance

Finance Expert

Stamford, CT, United States
Toptal 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.

Career Highlights

Outsourced CFO
SJH Financial

Education Highlights

BBA Degree
The University of Texas at Austin

Certification Highlights

Certified Public Accountant (CPA)
New York State Education Department, Division of Professional Licensing Services

Case Studies

Work Experience

Outsourced CFO

2009 - PRESENT
SJH Financial
  • Built a multi-year financial model for an early-stage company. This was instrumental in raising their first round of financing and, as importantly, gaining 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 nonprofit 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, Three-statement Modeling, CPA, Startups, Cash Flow Forecasting, US GAAP, Business Planning, Footwear, GAAP, Real Estate, Residential Real Estate, Financial Reporting, Corporate Income Tax, Business Taxation
1989 - 1993

BBA Degree in Accounting

The University of Texas at Austin - Austin, Texas


Certified Public Accountant (CPA)

New York State Education Department, Division of Professional Licensing Services