HR Execs on the Move


 
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Executives

Name Title Contact Details
Steve Moreland
Vice President of Sales Profile

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A La C.A.R.T.E. CFO Advisory, Accounting & HR Solutions

Most businesses tackle accounting issues by hiring internally. Thats a mistake. Résumés are misleading. No candidate will fit long term. (Unicorns dont exist.) Recruiting is costly, slow, and unreliable. The results? * Inevitable turnover * Personality vs. company culture misaligned * Lack of proper training, management, and accountability Theres a better way to tackle this issue—with a dedicated financial SWAT team. Hi, Im Shirley Wiliani. Im the founder of A La C.A.R.T.E. Solutions. We serve businesses whose existing accounting infrastructure is hindering growth and profitability. WHO ARE OUR CLIENTS? Our clients are founders, business owners, and CEOs of privately held companies. They have annual revenues of $5M–$50M. WHAT PROBLEMS DO WE SOLVE? We help clients who: * Cant make decisions confidently due to inaccurate or untimely information * Lack high-level financial expertise * Have inefficient, paper-based processes * Use ancient, on-premises vs. cloud-based technology * Struggle with turnover WHAT DO YOU NEED? We provide: * Accounting and reporting (bookkeeping, financial statements, audit prep, bill pay) * CFO advisory (cash flow, budgeting, forecasting, process improvement, KPIs, due diligence) * Technology conversions (system implementations, data migrations) * Specialty services (SOPs, infrastructure evaluations) WHAT DO YOU GET? * Increased profits and cash flow * Increased credibility with banks, investors, and stakeholders * High-level financial expertise * Ability to make confident, timely business decisions * Reduced CPA fees * Ability to forecast and plan WHY US? We dont bill hourly. We bill flat monthly fees. You dont pay for time. You pay for results. READY TO TAKE THE NEXT STEP? Schedule a 45-minute discovery call: https://www.alacarte-solutions.com/discovery-call/ Together, we will: * Review challenges * Discuss goals * Assess resources * Consider timing/budget Do you have a financial SWAT team?

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Wikifri is a nimble, aggressive, consulting firm founded by former Agile Technologies team members. We are focused on improving our clients businesses by bringing together deep insurance industry experience, the flexibility to build partnership-based engagement teams and technology expertise. Wikifri is founded by former Agile Technologies team members who are focused on a critical success factor to achieve breakthrough bottom line results for our clients by understanding their businesses and the difference they are going to make in their markets. We know successful technology investments help them achieve those goals. Our firms commitment to client success is demonstrated by our seasoned professionals industry experience, knowledge of the technology and insurance industry landscapes, and a long history of successful projects. Wikifri is committed to helping clients stay at the forefront of rapid industry changes by assisting them in the development of new markets and creating new efficiencies and capabilities for their organizations.