Your CFO on the Go®
Implementing Strategies To Improve Cash Flow, Profits, and Growth Prospects

Implementing Strategies To Improve Cash Flow, Profits & Growth

Our Qualifications

Your CFO on the Go® is owned and operated by Sandi Chaisson, MBA, CPA.  After earning her MBA from the Wharton School of Business at the University of Pennsylvania, Sandi focused her career to utilize her finance and accounting skills.  While working for several Fortune 500 companies, she ran the budget process for CitiFinancial (the consumer finance subsidiary of CitiGroup) & U.S. Office Products' corporate offices, performed competitive analysis, and designed accounting & financial reporting systems. 

Sandi has
also worked extensively with many small, entrepreneurial ventures performing financial planning and analysis.  After graduating from Wharton, she functioned as a fee-only financial adviser working with high net worth business owners.  Sandi designed strategies to harvest her clients' wealth from their companies, and then provided them with investment, retirement, and estate planning advice.

With over 24 years of experience in the financial services industry, Sandi has come to enjoy working with owners of closely held, entrepreneurial companies to help them achieve their financial goals.  Her philosophy is that every business owner has his or her own vision of success.  Often though, they are not quite sure of how to achieve and sustain it.  Sandi helps her clients clarify their financial goals, identify barriers to growth, and  implement action plans to succeed.

Sandi started her professional career as an accountant for Ernst & Young, a "Big 4" accounting firm, and is licensed in the state of Maryland as a CPA.

 "It's most satisfying to see someone realize their dreams and know you helped."  Sandi Chaisson

Alliances
Your CFO on the Go® has the privilege of working closely with RoadMap Marketing (www.RoadMapMarketing.com) as well as a few other outstanding organizations that provide complementary services, such as tax accounting and bookkeeping services.  Sandi's network of other senior level professionals provides her with access to a forum of ideas and strategies designed to help small businesses succeed.

 

 

 

 

 

 

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