Scott Herckis, CPA, Finance Expert in Stamford, CT, United States
Scott is available for hire
Hire Scott

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
CPA (via Toptal)
Liberty Global Enterprises LLC
OpsAnalytics LLC

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, Pricing, Reporting, Bookkeeping

CPA (via Toptal)

2023 - 2024
Sunsets HQ Corp.
  • Completed corporate tax returns for 15 – 20 of their clients.
  • Worked with the CEO and their clients to ensure timely and accurate tax filings.
  • Ensured enagement letters and e-file authorization forms were completed and returned to me prior to completion and filing of tax returns.
Focus areas: Accounting, Certified Public Accountant (CPA), CPA

CPA (via Toptal)

2023 - 2023
Liberty Global Enterprises LLC
  • Performed an accounting review of their financial statements from 2021.
  • Completed financial statements as well as a review letter to accompany the financials.
  • Satisfied the client with the work and hopes to engage again in the future.
Focus areas: Accounting, Certified Public Accountant (CPA), US GAAP, CPA, Chartered Professional Accountant (CPA)


2023 - 2023
OpsAnalytics LLC
  • Assisted with tax treatment for potential legal settlement.
  • Researched and discussed findings with management and owner.
  • Gained the opportunity to work together again with the client in the future.
Focus areas: Certified Public Accountant (CPA), Accounting
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


Accounting, Financial Modeling, Revenue Modeling, Financial Advisory, CFO, Cash Flow, Cash Flow Modeling, Certified Public Accountant (CPA), Fundraising, Forecasting, Budgeting, Cash Flow Forecasting, P&L Forecasting, Revenue & Expense Projections, Startup Funding, Financial Planning & Analysis (FP&A), Big 4 Accounting, Finance Strategy, CPA, Three-statement Modeling, Financial Reporting, Business Taxation, Pricing, Chartered Professional Accountant (CPA)

Output Software

Microsoft Excel, ATX, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint

Industry Expertise

Food & Beverage, Retail & Wholesale, Real Estate, Apparel & Accessories, Fashion, Venture Capital, Textiles, Interior Design, Renewable Energy, Healthcare, Real Estate Development, Footwear, Residential Real Estate

Data & Analysis Software

Intuit QuickBooks, QuickBooks Online


Tax Returns, Financial Analysis, Virtual CFO, Interim CFO, Part-time CFO, Fractional CFO, Cash Flow Management, Business Models, Business Strategy, Startups, Marketing, Predictive Learning, US GAAP, Inventory, Financial Forecasting, Business Modeling, Business Planning, Fashion & Beauty, Clothing, eCommerce, Commercial Real Estate Finance (CREF), Small & Medium-sized Enterprises (SME), GAAP, Corporate Income Tax, Reporting, Bookkeeping, Pitch Decks

Collaboration That Works

How to Work with Toptal

Toptal matches you directly with global industry experts from our network in hours—not weeks or months.


Share your needs

Discuss your requirements and refine your scope in a call with a Toptal domain expert.

Choose your talent

Get a short list of expertly matched talent within 24 hours to review, interview, and choose from.

Start your risk-free talent trial

Work with your chosen talent on a trial basis for up to two weeks. Pay only if you decide to hire them.

Top talent is in high demand.

Start hiring