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CFOwise promotes new CEO, expands Management Team, & announces Scoreboard Technology

08-19-2011 01:45 PM CET | Business, Economy, Finances, Banking & Insurance

Press release from: CFOwise

Pleasant Grove, Utah - August 18, 2011 - In an aggressive move to handle its existing and future growth, CFOwise® has promoted one of its own to CEO and created three new executive roles, all of which have been filled by veterans of the firm. Brad Jones is the new CEO of CFOwise®, and David Sullivan, Tim Weeks, and Jeff Hall are now Director of Operations, Director of Scoreboards & IT, and Director of Marketing, respectively. Ken Kaufman will remain as founder and member of the executive team.

Of great significance, founder Ken Kaufman commented on his transition out of the CEO role and the expansion of the leadership team “This is a great day for our company, a milestone we have been working toward for many years now. I express my full confidence in my four partners who are stepping into their new roles, as well as other key contributors to our business, and I am excited for and confident in the strategic future of our firm.” Kaufman will continue to be involved in marketing, sales, Scoreboard and customer fulfillment, and other strategic initiatives.

“Since joining CFOwise two-and-a-half years ago, I have been part of a team that listens very closely to the needs of our customers and how we can have the most meaningful and lasting impact on their business results,” said new CEO, Brad Jones, who also has an MBA, Masters in Accounting, and an active CPA license. “These changes are about better empowering our staff to improve the ways we serve our customers. As CEO, it will be both my priority and privilege to make sure we stay on that path.”

Just passing his two-year mark with CFOwise, new Director of Operations, David Sullivan, MBA, reflected on the advancement of the firm. “We have made so much progress in the ways we find and serve our customers, and we’re becoming a very attractive career option to finance executives who desire a more satisfying and fulfilling way to use their battle-tested skills and experience. I’m excited to help CFOwise fulfill its strategic objective--bringing clarity, cash, and profits to entrepreneurs around the globe.”

The addition of the Director of Scoreboards and IT position, being filled by long-time CFOwise affiliate Tim Weeks, CPA, marks the official public launch of a cutting-edge way for start-up, emerging, and medium-sized companies to improve the clarity, decision-making, and, ultimately, performance of their businesses. “Our unique approach to data visualization has been in beta with our customers for months. With web and mobile-enabled access anywhere and anytime, we’ve developed a suite of Scoreboards that have never been available, until now,” commented Weeks. “I’m pleased to join Ken, Brad, David, Jeff, and the rest of the CFOwise team as we move forward.”

Jeff Hall, MBA, will assume the new Director of Marketing position to support the company’s transition from traditional professional services marketing to its focus on standardized Scoreboards with additional value added to customers via the IMPACT CFO Services® offering. According to Hall, “the CFOwise brand has garnered some traction. Our business model pivots over the last two years are opening up new opportunities and avenues for growth, and I’m excited to help our company capitalize on them using our unique and proprietary Scoreboards and methodologies.”

Kaufman summarized these bold changes and announcements best: “What appears to be a lot of changes have actually, behind the scenes, been in the works for years. Our customers have already and will continue to benefit from the innovative, collaborative, and customer-centric culture at CFOwise.”

New Scoreboard Technology

Inspired by founder Ken Kaufman’s book, Impact Your Business, CFOwise has put in place Software-as-a-Service (SaaS) technology to deploy its proprietary IMPACT Indicators® and IMPACT Forecaster® Scoreboards to its clients. The learn more about this new technology and how it improves clarity, cash, and profits, please visit CFOwise Scoreboards.

Focused on bringing clarity to entrepreneurs with the Six Scoreboards Every Business Needs™ and its IMPACT CFO Services® offering, CFOwise® helps customers around the world improve profits and cash flow. For more information, please visit: or contact Kim Waldron at 801-380-5615.

2500 N University Ave Suite #155
Provo, Utah 84604
Brad Jones

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