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Business Conference

STRATEGIC FINANCIAL CONSULTING SERVICES

Business Consultant

Colin Myers - President, MacArthur Group LLC

Dr. Meyer and Strategic Financial Consulting Services provided outstanding support to our organization during a critical time in our company's development. As a rapidly-growing small business, Dr. Meyer helped establish the financial and accounting processes and functions we needed to fully emerge from being a start-up to a maturing business. Together with Strategic Financial Consulting Services, we built a chart of accounts with intentionality and purpose that suited our business needs. We identified key personnel and tool gaps in the company and executed a plan to correct these. Dr. Meyer truly considered the whole picture of what we needed for our business: he traveled across the country to connect with our team and visit our facilities, assisted with our Board of Directors presentations, and even helped identify and hire a highly-qualified controller. Most importantly, our entire team recognized that Dr. Meyer is more than a consultant—he is a true partner who embraces our mission. I enthusiastically recommend Strategic Financial Consulting Services to any business seeking a professional and collaborative partner to take their financial planning and operations to the next level.

BIO

Kyle S. Meyer, PhD, CPA, CMA

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Strategic Financial Consulting Services was founded by Kyle Meyer, PhD, CPA, CMA, in 2020.  Strategic Financial Consulting Services provides a tailored approach for businesses of all sizes and industries. 
 

Kyle has extensive experience working with small businesses seeking capital  to fund growth.  He has assisted these businesses with the preparation of business plans and slide decks for presentations to potential investors, and with the planning and implementation of accounting and reporting systems to help his clients control and mange their growth.  Kyle's business experience includes strategic planning, business plan preparation, capital budgeting, and employee engagement for for-profit and nonprofit clients.  His experience in organizing and leading consulting projects gives Kyle the distinct advantage of understanding the importance of strategic planning in business frameworks.

 

Kyle has many years of business experience working with privately held and publicly held companies.  He currently serves as Executive-in-Residence for Accounting at the Rollins College Crummer Graduate School of Business.  Prior to joining the Crummer faculty, Kyle held executive positions in the real estate development, property management, construction, agriculture, and mining industries. 

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As a member of the Crummer faculty, Kyle teaches financial and managerial accounting, critical thinking, family business, and capstone courses at the graduate level.  He currently serves as faculty advisor for various domestic and international consulting projects for clients in the for profit and nonprofit sectors.  


Kyle has experience teaching executive education courses to Federal agencies and privately held companies throughout the United States. 

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Kyle is a licensed CPA (Florida), a Certified Management Accountant (CMA), received a PhD in Accounting from Florida State University, and is an alumnus of the Crummer Graduate School of Business

CONSULTING SERVICES

Implementation Planning

STRATEGIC PLANNING

A Comprehensive Approach

  • Assistance with setting long-term strategic goals

  • Envisioning sessions

  • Assistance with the development roadmaps for the achievement of long-term strategic goals

Finance Consultancy

FINANCIAL CONSULTING

Expert Guidance

  • Assist clients with the preparation of business plans that will communicate the long-term value of their companies to current and potential investors

  • Assist clients with the preparation of slide decks for presentations to potential investors

  • Assist clients with the preparation and maintenance of cap tables

  • Executive Education: Provide training on Critical Thinking skills

Strategizing

ACCOUNTING AND REPORTING

The Path to Success

  • Advise clients on how to plan and implement reporting systems that will scale with their companies as they grow

  • Assist clients with the assessment of how new accounting standards and updates of existing accounting standards will impact their companies

CLIENTS SERVED
 

Client engagements

  • Miramar Health – assisted rapidly growing healthcare client with the implementation of an accounting and reporting system that facilitates the preparation of operating budgets, controls costs,  and measures profitability for its various locations

  • Mundo Imayina – donor engagement and tracking for a nonprofit facility for seriously ill children (similar to Give Kids the World) located outside Mexico City

  • Tijuana Flats – employee engagement for a chain of Tex-Mex restaurants

  • PepsiCo – logistics related to customer deliveries for an international soft drink and snack food company, and recommending changes to their onboarding procedures to improve employee retention

  • ARTALK – monetizing research method and data for a nonprofit located in central Florida

  • 4 Rivers Foundation – strategic planning for food processing hub located in the packing district in Orlando, FL

  • Capen House – strategic planning for highest and best use of a historic facility (Capen House) located in Central Florida

  • Winter Park Institute – strategic planning for maximizing profit (monetizing public offerings) focusing on customer preferences

  • Community Legal Services – strategic planning for the management of various income producing properties located in Central Florida owned by a local nonprofit

  • Details Flowers – business plan preparation for a startup in the wholesale flower business

  • Faculty advisor for student run moving and storage company – hired the management team and oversaw the teams’ interactions with customers and professional moving company

 

Executive Education

  • Florida Venture Sourcing – train entrepreneurs on the various facets of business plan preparation

  • Financial and Managerial accounting seminars presented to the management team of a regional oil refinery

  • Financial and Managerial accounting seminars presented to GS14 and GS15 level civil servants

  • Continuing professional education (CPE) for local CPA firm and its clients – topics covered include revenue recognition and accounting for leases under new standards issued by FASB

  • Cost of employee turnover presented as part of HR certificate program

CONTACT ME

Have a particular challenge you’re trying to deal with? Contact me today and see what I can do for you.

P.O. Box 1111 Winter Park, FL 32790

850-591-0828

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