With more than 25 years’ experience in private industry and public accounting, including 21 years as founder and principal of a New England-headquartered professional services firm, Jean M. Evans has formed Evans & Associates: The C-Suite “One Source” Outsource in South Florida. The firm focuses on strengthening businesses for profitability and growth, providing C-Suite executives and entrepreneurs with management and operations consultancy, financial operations planning, build-to-sell initiatives, turnaround strategy, transition and exit planning and software analysis/strategic conversions for maximum, effective function.
Evans and Associates provides operational and financial guidance to emerging and midmarket companies focusing on developing effective and efficient accounting processes to result in the increase in overall value and cash flow of the business. Based on a client’s business objectives, albeit launch, transition growth or exit strategy planning, Evans works closely as a client’s trusted advisor to review and plan strategically with a comprehensive approach.
Now more than ever before, Founder and President Jean Evans reports that there is a critical need and burgeoning demand in this economic cycle for a comprehensive approach to profitability and growth that requires a hybrid-type firm with several disciplines to ensure effectiveness, efficiency, and proficiencies for financial success. Conveniently working onsite at a client’s office as part of its financial “think tank”, Evans & Associates professionals help C-Suite executives and business owners to:
- Define multi-pronged short-term and long-term financial objectives for launch, reorganization, growth and exit phases.
- Develop an operations-targeted financial strategy and plan that integrates other business disciplines and expert resources for maximum success (i.e. organization chart restructuring/downsizing plan, physical plant reorganization, team-building, sales training, branding and marketing, media relations, crisis management, etc.)
- Plan and budget for, embrace and utilize most effective and efficient “off-the-shelf “ or customized software technology and processes to support their objectives; and then
- Guide the consistency in executive leadership mission, vision, management operations, technology educations and application, brand messaging and communications with strong internal and external stewardship and advocacy.
Evans attributes exceptional operations and financial technology expertise and excellent client service are what further distinguishes her firm from others in the C-Suite consultancy field. She is an accounting system specialist and a QuickBooks Pro Advisor who is proficient in a wide range of software packages and systems including: Microsoft Dynamics, Great Plains Accounting, QuickBooks Enterprise, Premier and Pro, GE Centricity EMR/PM, Ntierprise, Peachtree Accounting, MAS 90, Software Shop Construction Software, as well as, Networking Applications. Experience with SAP, MRP, Timberline, as well as many custom client/server and main applications.
“What is unfortunately too often discounted as a key to financial success is the significant role software and technology plays in business growth and profitability,“ noted Evans who has installed a wide range of software packages, including industry-specific programs she customizes and implements to fit clients’ specific needs. “Most business owners are either IT phobic or adverse, and thus do not realize the benefits of what integrated systems management means to their bottom line. Without setting any type of revenue or sales benchmarks within the accounting program and continuously reviewing its progress, owners put growth and exit strategy efforts at serious risk.”
Drawing upon the expertise and experience she has garnered representing hundreds of companies in diverse industries from early stage/start-ups to mid-market companies. Client genres have included physicians’ and law practices, tech companies, marketing firms, manufacturers, distributors, retail, commercial and residential construction and landscape firms, restaurants, and event venues. Recognized for her financial systems expertise, she is often tapped by certified public accountants, mergers and acquisitions firms, venture capital firms, and business brokerage firms to assist/collaborate with them in identifying related solutions or resolves.
She earned a Bachelor of Arts in Business Administration and Accounting from Merrimack College in North Andover, Massachusetts, and was trained by Pinnacle Equity Solutions as a Business Exit Planner.
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