STRATEGIC FINANCIAL CONSULTING SERVICES
BIO
Kyle S. Meyer, PhD, CPA, CMA
Strategic Financial Consulting Services (SFCS) was founded by Kyle Meyer, PhD, CPA, CMA, in 2020. SFCS provides a tailored approach to assist businesses of all sizes and in a variety of industries. SFCS acts as a fractional CFO, advising C-suite teams with strategic planning, board reporting, capital budgeting, valuation support, and cash flow forecasting and management. SFCS advises start-ups and early stage growth companies with the preparation of business plans, financial models, and funding presentations to venture capital firms.
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Prior to forming SFCS, Kyle had many years of experience as the President and Chief Financial Officer (CFO) in a variety of industries, including real estate development, property management, construction, mining, public warehousing, and agriculture.
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​Kyle currently serves as Executive-in-Residence for Accounting at the Rollins College Crummer Graduate School of Business teaching courses in accounting and critical thinking. He also serves as the faculty advisor on student led consulting projects provided to local for profit and nonprofit businesses. Kyle earned a PhD in Accounting from Florida State University. He is also an alumnus of the Crummer Graduate School of Business.
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."
CONSULTING SERVICES
Small to Medium Sized Companies
SFCS assists clients by
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Coaching C-Suite executives with strategic planning, reporting to boards of directors, cash flow forecasting and management, capital budgeting, and financial modeling.
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Lead negotiations with investors, lenders, and other stakeholders.
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Analyzing capital investment opportunities including sensitivity analyses
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Improving the efficiency and effectiveness of financial reporting systems and internal controls over financial reporting,
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Working with all departments within the organization to supervise the preparation of annual operating budgets,
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Designing reports to provide management with the tools needed to effectively manage all facets of the organization,
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Identifying Key Performance Indicators (KPIs) to set goals and measure performance,
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Designing and implementing internal controls to improve cash management and financial reporting practices.
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Assisting with external audits
Start-ups and Early Stage Companies
SFCS assists clients by
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Supervising the preparation of business plans
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Advising on short-term and long-term strategic planning
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Preparing pitch decks for presentation to venture capital firms and other equity investors to ask for initial and early stage funding
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Providing guidance on optimal accounting and reporting solutions that will scale as the company grows
Executive Education
Executive education provided by SFCS includes custom designed courses that are responsive to the needs of the organization. Custom designed courses include, but are not limited to
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Critical thinking and decision making
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Balanced scorecard
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ESG in real estate development and property management,
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AI's role now and in the future
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Industry specific business training
CLIENTS SERVED
Client engagements
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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
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Mundo Imayina – donor engagement and tracking for a nonprofit facility for seriously ill children (similar to Give Kids the World) located outside Mexico City
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Tijuana Flats – employee engagement for a chain of Tex-Mex restaurants
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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
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ARTALK – monetizing research method and data for a nonprofit located in central Florida
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4 Rivers Foundation – strategic planning for food processing hub located in the packing district in Orlando, FL
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Capen House – strategic planning for highest and best use of a historic facility (Capen House) located in Central Florida
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Winter Park Institute – strategic planning for maximizing profit (monetizing public offerings) focusing on customer preferences
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Community Legal Services – strategic planning for the management of various income producing properties located in Central Florida owned by a local nonprofit
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Details Flowers – business plan preparation for a startup in the wholesale flower business
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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
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Florida Venture Sourcing – trained entrepreneurs on the various facets of business plan preparation
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Financial and Managerial accounting seminars presented to the management team of a regional oil refinery
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Financial and Managerial accounting seminars presented to GS14 and GS15 level members of the armed forces
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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
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Cost of employee turnover presented as part of HR certificate program
CONTACT ME
Have a particular challenge confronting you in your business? Contact me today and see how I can help.
850-591-0828