Professional Advisory Services / CFO and Controller Services

Is your business missing the mark on potential while you are guessing where you stand? Does your monthly reporting provide information that you can trust to run your business? These are two very typical issues facing business owners of growing businesses.

What is the difference between a CFO and a CPA? Many CFO's are CPA's but CPA's are not CFO's.

A CPA's role is to provide valuable assistance mostly related to historical numbers of a business in the area of tax compliance, payroll processing and bookeeping while a CFO will focus his expertise on broader issues related to managing day to day financial operations, working with production teams, sales and marketing initiatives, raising capital and working with outside experts and advisors.

An effective CFO will focus on not only finance and accounting functions but organization wide roles helping to ensure maximum efficiencies resulting in the business reaching its full potential and net worth to the business owners.

Owner: Richard E. Blakeley Jr.

Richard and his wife Wendy and their four children were part of the Valparaiso Indiana community for 28 years and now reside in Needles, California.

Richard is a licensed CPA and a 1992 graduate of Indiana University Northwest with a Bachelors Degree in Accounting. He has 32 years experience in Corporate Accounting in both private and public companies. Having held positions as a Controller and CFO in industries such as hospitality, construction and real estate development, technology and software, professional consulting and ticketing and entertainment.

Veteran CFO and Controller

Richard's work experience has allowed him to serve several private entities as a Veteran CFO and Controller providing expert day to day accounting management, financial reporting and establishing effective accounting processes. Richard has provided financial management for both privately owned and publicly traded businesses with revenues ranging from $2 million to over $50 million.

U.S Veteran

In addition to being a Veteran CFO, Richard is a proud United States Marine Corps Veteran having served with the 2nd Marine Expeditionary Force in Operation Desert Storm and Desert Shield in the First Persian Gulf War.

Semper Fi!

Senior Consultant: Casey A. Mershon

Casey and his wife Tammy were part of the Crown Point, Indiana community for 20 years and now reside in Townsend, Tennessee.

Casey is a 1992 graduate of Full Sail University with a Degree in Recording Engineering. He has more than 30 years experience in the Advertising & Home Entertainment industries, having held positions as a Sound Designer/Mixer, DVD/Blu-ray Programmer and Producer.

Casey added the title of Owner to his resume in January of 2004 when he and Tammy started Nuclear DVD Inc, a full service DVD and Blu-ray production company, which they operated until May of 2020.

Veteran CFO and Controller

Prior to joining Veteran CFO, Casey was the General Manager & CFO/Controller for Knoxville Wholesale Granite, a countertop fabrication and installation company in Maryville, Tennessee, where he was responsible for day to day business operations including accounting, inventory/materials, sales, service, scheduling, staffing and payroll.