At Bloodstone Accounting & Finance, our approach is built on a foundation of hands-on experience and proven success across various industries. These career-defining projects have shaped our proprietary Bloodstone Stability & Alignment Framework, which now serves as the foundation for our assessment, consulting, and service offerings.

Key Projects & Career Successes

• Accounting Transformation & Stabilization

  • Successfully restructured finance departments for organizations ranging from $5 million to $15 billion in revenue, resulting in streamlined processes, faster close cycles, and improved financial reporting.

  • Stabilized the finance function for a $65 million retail company, reducing headcount from 11 to 6 and implementing a monthly close process that enhanced reporting accuracy and timeliness.

• System Implementations & Integrations

  • Supported ERP system implementations, including Microsoft Dynamics, Sage 100, and Oracle, to drive efficiency and scalability.

  • Facilitated the transition from manual to automated reporting for a $500 million company, establishing budget versus actual reporting and trend analysis that supported data-driven decision-making.

• Interim Leadership & Project Management

  • Served as Interim Controller and CFO for multiple companies, providing stability during periods of transition and leading teams through complex projects and financial restructuring.

  • As a Consulting Manager, led the carve-out of a $350 million acquisition for a security company, setting up a corporate accounting department and building a dedicated team from one senior accountant to six skilled professionals.

• Team Building & Talent Development

  • Built and mentored high-performing teams across multiple organizations, creating a culture of ownership and accountability that fosters success and promotes professional growth.

  • Developed a framework to support finance and accounting teams through skill-building, process improvements, and leadership development, ensuring teams are equipped for sustained performance.

• Accounting & Finance Optimization

  • Reduced the monthly close process from 20 to 4 business days for a corporate portfolio large publicly traded transportation company, managing $500 million in business and driving significant improvements in efficiency and reporting accuracy.

  • At a large healthcare organization, co-led the implementation of a new effort reporting system, integrating it into PeopleSoft’s grants module and enhancing grant management capabilities.

• Financial Transparency & Performance Reporting

  • Enabled a $90 million vehicle repossession company to relocate its accounting function, reduce monthly close from 15 to 5 days, and achieve a clean audit report with no adjustments, demonstrating financial transparency and compliance.

  • Implemented a robust reporting structure for a financial institution, co-leading the setup of an Oracle reporting warehouse that interfaced with seven accounting systems for streamlined, accurate reporting.

The Bloodstone Foundation

These career achievements are the backbone of Bloodstone’s approach, bringing stability, transparency, and strategic growth to every client engagement. Each project has contributed to the development of our Bloodstone Stability & Alignment Framework, a comprehensive tool used to assess and enhance finance functions within mid-sized companies.

By partnering with Bloodstone, you’re tapping into decades of experience and proven strategies that have transformed finance teams into high-performing pillars of their organizations. Let’s discuss how we can bring these principles to your business for sustainable success and growth.