Flight Financial

Flight Financial is an outsourced CFO firm that helps professional service providers have growing, profitable, and successful businesses. https://www.flight.financial/

Founder & Chief CFO

Cadilus

•  Cadilus is a managed service and consulting firm founded to bring Fortune 500 finance and analytics to the middle-markets. 
•  The Company's strategy is to merge finance, analytics, and best-practice management systems into innovative capability offers that enable customers to make better business decisions. 
•  The Company leverages technology and delivery process excellence and innovation to offer exceptional value at an unprecedented pace.
•  As a Manager, I was responsible for leading several client engagements and my key tasks centered on the following core service offerings – 
(1) Financial Modeling & Forecasting, 
(2) Performance Measuring & Reporting, 
(3) Business Planning & Budgeting, and 
(4) Business Analytics & Insights.

Manager, FP&A Services

AmeriLife

Summary:

• Provide direction, coordination, oversight and execution of all phases of acquisition analysis and due diligence to ensure consistency with company strategy, commitments and goals.

• Support the firm’s Corporate Development function through management of research, due diligence, financial analysis and development of presentations for initiatives across the company.

Key Duties and Responsibilities:

• Support the CEO, CFO and other senior Corporate Development executives in strategic and financial analysis for acquisitions and key business initiatives. 

• Research and assess transaction opportunities. 

• Build valuation and financial models. 

• Communicating the business case for proposed acquisitions, particularly the strategic alignment, market context, business analysis and financial justification. 

• Manage the due diligence review of target acquisitions. 

• Identify risk issues that impact transaction value and engage the right resources to address. 

• Meet with stakeholders and provide status updates; clearly communicate issues, potential risks, and mitigation plans. 

• Serve as liaison with target acquisitions and internal subject matter experts to clarify due diligence requirements and ensure thorough follow through. 

• Consolidate due diligence reports from subject matter experts; Distill and summarize relevant information for Senior Executive team. 

• Identify due diligence issues and work with legal team to resolve issues in the transaction documents.

Manager, Corporate Development

Dixon Hughes Goodman LLP

• Participate in buy-side and sell-side financial due diligence engagements with both private equity and strategic corporate buyers 

• Perform (i) quality of earnings, (ii) working capital and (iii) debt and debt-like items analyses 

• Analyze the financial operations of the target companies and identify issues that may impact the purchase price 

• Understand and evaluate financial and operational trends of target companies 

• Lead diligence meetings with target company management team 

• Communicate due diligence findings in a formal report 

• Supervise senior associates and provide performance review feedback 

• Develop and maintain strong client relationships/project management 

• Manage multiple tasks/projects at a time

Manager, Transaction Advisory Services

MetLife

• Worked in MetLife's Corporate & Other Segment Controllers Group. 
•  Served as Controller for start-up businesses within MetLife, primarily the Expatriate Insurance Business (Life, Health, LTD).

Controller, Expatriate Business, C&O Controllers Group

Crosstree Capital Partners, Inc.

• Crosstree is a Healthcare-Focused Investment Bank Providing Mergers and Acquisitions
and Financing Advisory to the Diagnostics & Tools, Drug & Medical Device Outsourcing, and Healthcare Providers segments of the Healthcare industry.

Investment Banker

Silverwood Partners

• Provided financial and strategic advisory services to TMT and Healthcare companies in connection with M&A, divestiture, and private financing transactions.

About Silverwood Partners

Silverwood Partners is a specialized investment bank that provides merger & acquisition advisory services, private capital financing capabilities, and financial and strategic advisory services to public and private companies worldwide in the TMT, healthcare, and consumer sectors.

Vice President Investment Banking

Liberty Savings Bank

• Coordinated several client projects and internal initiatives across multiple offices in different states

Associate, Investment Services

Is your business booming💥but your bank balance barely pays your bills?😭I can help.😎I'm a fractional CFO for founder-owned, self-financed businesses seeking more money, more time, and more peace. | DM me for details 🚀

👋 Lawyers & Fellow Professional Services Firm Owners,

Are you buried in billable hours, but your bank balance barely budges?

Want to grow, but lack financial and strategic guidance?

Do you seek freedom over your time and income?

I started my own firm, Flight Financial, to gain autonomy over my time and earnings. 

🛫 Why 'Flight'? Because it symbolizes freedom, momentum, direction, and raising your firm to unprecedented heights.

Today, I’m committed to guiding you towards experiencing that same sense of liberation and clarity for your firm.

My clients work 40 hours or less per week and have profits in excess of $500,000 per year, without financial unknowns and stress.

At Flight Financial, we have a 6-step One Clear Path system for your firm that will give you the roadmap to that lifestyle.

Within the first 30 days you’ll have a bulletproof plan in hand to gain at least a 2x return on our service in the first year - the sky’s the limit!
 
✅ Here’s How I Elevate You:

➡️ Craft a Clear Profit Path: We’ll give you actionable next steps to achieve transformative results for your firm.

➡️ Seal Profit Leaks: We’ll stop your firm from being a leaky bucket of profits.

➡️ Amplify Marketing ROI: Waiting years for marketing to pay off is a thing of the past. Every $1 of marketing should be generating at least $3 of billable hours for your firm this quarter.

➡️ Optimize Staff ROI: Start earning at least 3x what the lawyers on your team cost you.

➡️ Simplified Financial Mastery: No convoluted jargon, just tailored insights. Each month, you’ll get an easy-to-understand 1-page scoreboard that will clearly show you what’s working and what needs improvement in your business. No need to look at boring or confusing financial accounting statements.   

As a fellow professional services firm owner with 15+ years in finance, accounting, and diverse business collaborations, I deeply understand your aspirations and your challenges. 

I've aided professionals, from lawyers to marketing agencies, in nurturing businesses that thrive, boost profits, amplify cash flow, and resonate with their unique definitions of success.

Ready to soar higher in your firm? 

Let’s get on a quick call to see if we’re the right fit for each other.

Book your free “Right Fit” call here: https://calendly.com/flightfinancial/right-fit 🚀

Brian Zapf, CPA

Maxim One

Founder

Maxim Management Chartered Accountant

Partner

Avail LLP Chartered Professional Accountants

Serve small business owners and entrepreneurs to meet their professional goals.

Virtual accounting and bookkeeping.

Cloud based business automation.

Corporate and personal tax.

Financial reporting.

Management consulting.

Im focused on anything that makes accounting and finance cooler. Right now, that involves digital transformations and business improvement services. I'm the virtual partner which means I'm responsible for our staff and clients experience in the cloud.

CliQue Advisor

Founder of a FinTech start up that empowers accountants to improve the financial well being if their clients.  Clique Advisor does this by:

- Making it easy for people to understand and  act on financial insights;
- Making it easy for all parties to see the plan;
- Automating the KPI reporting for business owners;
- Learning how users engage with the financial data;
- Moving financial data to the cloud safely;
- Helping accountants identify sales opportunities quickly; and
- Automating time consuming service events;

Founder and CEO

DS Holdings

Directly responsible for profitability and quality control for various business unit outputs.

Managed risk and financial objectives through relationships between lenders, accountants, lawyers, fund managers, engineers, and insurance brokers.

Identified and investigated emerging business opportunities, and in collaboration with the President, provided timely and effective executive oversight to expand operations and increase profits.

Developed annual budgets and established and maintained internal controls for new business units.

Readily adapted to changing business environments while maintaining budget and driving profits.

Managed staff and maintained accountability to segment objectives, while assisting individuals to achieve personal and professional goals.

Chief Operating Officer

Lethbridge College

Managed funded programs, assisting program heads to achieve budget goals and compliance with funding.

Facilitated communication between funding providers and program administrators.

Completed monthly funding reports and oversaw program controls.

Coordinated budget transfers and spending to maximize funding.

Assisted program administrators in understanding funding agreements and budgets.

Agency Accountant

Meyers Norris Penny

Member of professional standards group and audit group, which were responsible for establishing a final interpretation of financial reporting requirements/policy in high risk audits.

Ensured compliance with government regulations, funding agreements and internal controls.

Assisted organizations in the implementation and improvement of accounting systems.

Communicated and trained all levels of professionals on new and existing reporting requirements.

Provided analysis of internal controls and processes to ensure maximum efficiency.

Developed IFRS and Public Sector GAAP financial statements including financial statement notes and schedules.

Prepared external filing (GST, T1's, T2's, T4's and T5's).

Chartered Accountant

I'm a psychology and finance enthusiast with a bias for automating all the boring tasks in accounting. 

In 2012, I was really close to quitting my career as a professional CPA. I hated the outdated processes and reactionary relationships. I spent most of my days telling people "what they should have done" instead of helping them create their future.

There was no way I was going to spend 30 years doing that. So...I built the exact career I wanted.

In, 2014 I founded and sold one of Canada's first virtual accounting firms. Since, then, my professional life has centered around our founding tagline "Accounting - BUT cooler". We needed a better experience. 

PS, back then, most CPAs thought cloud accounting was stupid. In fact, most firms thought the typical client would never hire an accountant online. Can you believe that? 

Well, not everyone hated the idea. Clients loved it and I got a few awards.

I won a top 40 under 40 in my hometown
A Career Virtuoso from my College
And a Distinguished Service Award from CPA Alberta

Through my acquisition, I joined a mid-sized firm as a partner. It was a cool experience BUT once again, I hated seeing people miss opportunities. I can't stand being an advisor trapped in a historian's job. 

Sooooo, recently I founded a technology to help people organize their chaotic financial lives. I wrote my CFP, sold my practice, and closed the door on a 5-year journey as a partner in a mid-sized firm. 

I'm hellbent on spending my time doing something meaningful. Something worthwhile. Old-school accounting isn't it for me. It's gotta be something cooler.

taplio

The Battle

Brian Zapf, CPA

Obed Maurice

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