Owner PromoCFO

Jay Douglas

About Me

Hi, I’m Jay Douglas and PROMOCFO is my contribution to the promotional products industry.  I aim to make small distributorships better by giving them access to information that the bigger companies take for granted.

I have a BS in Accounting and an MBA.

I was the Chief Financial Officer for four companies over a thirty-year period.

I have thirteen years’ experience in in the promotional product industry helping a small firm grow from start up to profitable.

I also have five years in the commercial construction business, helped upgrade accounting systems, and modernize processes.

Capabilities

  • Accounting (GAAP)
    • AP
    • AR
    • GL and subcomponent
  • Bookkeeping systems
    • QuickBooks Desktop
    • QuickBooks Online
  • ASI Smartbooks
  • Microsoft Office
  • Insurance
  • Financing
  • Governmental reporting
  • Quantitative analysis
  • Prompt Customer Service
  • Some light IT and HR
  • Financial Projections
  • Billing in promos and construction (AIA guidelines)
  • Payables and job costing
  • Payroll
  • Payroll taxes, union dues and other deductions
  • Project Consulting

*Additional Pricing Packges
$250/month.  Other accounting software priced upon evaluation.
Will not exceed $250/month.

CFO Package Includes

FINANCIAL STATEMENTS
Provide monthly balance sheet, income statement and statement of cash flows.

ACCOUNTING
Reconcile bank accounts, merchant services, credit cards and any other significant accounts.

CONSULTING
Our members receive a 30-minute meeting every month.

Additional Services Offered Only to CFO Package Clients

COLLECTIONS & FINANCING
20% of collected balance

ORDER FINANCING
Per project upon request
Will require a signed note

START YOUR CFO PACKAGE

Personalized Package Includes

PAYROLL
$30/month + $6 /employee
Full-service payroll from check to W2s.

BILLING & STATE SALES TAX
$20/hour
You sell it, we bill it.

CONSULTING & DATA ANALYSIS
Per project upon request.

START YOUR PERSONALIZED PACKAGE

CONTACT US TO GET STARTED TODAY

    CALL US
    (217) 280-0081

    EMAIL US
    jay@promocfo.com

    FOLLOW US