Bruce Andersen

Bruce's passion in Optimizing Organizational Wealth motivated him to be part of a team of experts and professionals who work hard to not only create wealthy organizations but also organizations that are emotionally healthy and at their highest level of production and effectiveness.

Bruce Andersen, MBA, MST, CPA, has consulted to small and medium sized companies for the past twenty five years in the areas of accounting, finance, tax and technology. Bruce delivers services specifically to the needs of his clients. This can range from outsourced services for accounting, to “CFO-for-hire” services on site at the client’s site. Three recent engagements include consulting to an international company to evaluate technology resulting in implementation of SAP “On Demand” for fifteen users; CFO for hire for fourteen months at a national food manufacturer resulting in raising $20Million in capital for future growth; and CFO for hire for a regional financial services business which acquired seven other regional companies resulted in the consolidation of accounting and financial activities for uniform management, operations and reporting.

Disclaimer:  Mr. Bruce Andersen is not a partner, employee, agent or an affiliate of this company.   Unite In Vision and its principals do not assume any liability for Mr. Andersen's conduct. Mr. Andersen assumes full responsibility and liability for his own errors and ommissions.

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Career Experience and Accomplishments

Wholesale Provided guidance and stability for a $90M pet food company during the pet food recall of 2007. Brought in as part-time Controller/CFO within days after the first recall and managed the department for fifteen months until an equity partner was brought in with $20M in capital and their own financial team. During this time, I was responsible for daily sales reporting, overseeing the accounting system, providing annual sales forecasting, full analysis of losses to the insurance company and suppliers, and interface with outside auditors for various bank audits of the credit line and equity investment.

Financial Developed and integrated a financial services company which had recently acquired six additional companies resulting in presence in over forty states with annual revenues of $15M. This company had over four thousand agents and issued its own bonds. Many agents were cross linked among the companies. I integrated all of the companies and its accounting/management systems, linking QuickBooks with a twelve year old legacy system. The ten person accounting staff was trained and aligned for maximum efficiency. Additional work included developing a database, linking over 2000 excel and word files into one database to analyze old transactions from the previous six plus years.

Manufacturing Managed and developed an aerospace specialty manufacturer for over twelve years during which time the business doubled in the US and developed a joint venture manufacturing operation in Turkey with a Tier One Defense company. During this time, accounting systems were upgraded twice; the Turkish operation was managed from initial drafting of the proposal through funding, training, startup and operations.

Tax/Accounting Developed and managed a local CPA practice in Woodland Hills, CA providing tax, accounting and business advice to small and medium sized businesses. Over 400 personal and business income taxes were prepared in the last tax season. Bookkeeping and accounting services provided for over 50 companies quarterly. Outsourced controllership work and systems design and implementation as provided a third leg to the business.

Education Faculty member of University of Phoenix for over six years. Approved to instruct most undergraduate and graduate finance and accounting courses. Part of a team which developed curriculum for the Masters in Accounting program introduced in 2007.

Technology As a part of my accounting practice, I have offered technology services for several years. Having been certified in over 12 software programs, including four Sage products, over the years, then last several have been focused on the QuickBooks Enterprise products. My team has developed “connections” for legacy systems, and shopping carts to QuickBooks products. Within Intuit, activities/designations: Intuit Solution Provider, National Certified Trainer, contract writer, speaker for many events over several years, developer of several educational projects, and beta tester of several products.

Military Regular Army Officer, Corps of Engineers, Airborne Qualified, Top Secret NATO clearance, serving primarily in West Germany. Successive positions of leadership as Company Executive Officer, Battalion Maintenance Officer and Battalion S-2 (Intelligence). Peacetime Army so there were no heroics to report. I did receive an Army Commendation Medal.

Education and Professional Designations

Iowa State University B.S. – Industrial Administration

Boston University M.S. – Business Administration (Operations Research)

CSU – Bakersfield M.B.A. – Finance

Golden Gate University M.S. (Taxation)

Certified Public Accountant (CPA), California

Certified Tax Resolution Specialist

Awards

Top 100 List of CPAs in the US by CPA Magazine for the years 2004, 2005, 2006.

Top 50 List of IRS Practitioners in 2007 by CPA Magazine.

Top 100 List of Technology Pacesetters in 2002, 2003, 2004, 2005, and 2006.

“Killer VAR (Value Added Reseller)” List by Accounting Technology Magazine – 2002.