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CFO Coaching Online & In Person

The Strategic CFO is now offering online and in person CFO Coaching for all your business needs.

  • 24/7 access to accounting, finance, & business support.
  • Quick solutions that are unique and tailored to fit you and your business.
  • Online consulting available hourly by a CFO or an Accountant.
Get Started Today
Financial Consulting & Business Advisory Support
  • Spend less time explaining what your needs are, and more time accessing the right solutions
  • Work with your own personal accountant or CFO
  • Start using our financial tips and tools immediately after your online consulting call
View FAQs
4 Steps to Success: Get Started
1

Purchase Hours

2

Schedule Hours

3

Jump on a live call

4

Improve profits & cash-flow

Get Started Today

CFO Coaching

Coaching by the Hour
$ 200 Hour
  • One time Fee
  • No Time Requirement
  • Choose your Coach
  • Get an Experts Support
Consult with a CFO
CFO Coaching Membership
$ 497 Month
  • Weekly One Hour Sessions
  • Complimentary SCFO Lab Access
  • Continuous Support to your role
  • Expert Mentorship
  • For CFOs, Controllers, CEOs, Entrepreneurs and Financial Leaders
Consult with a CFO

Topics

  • Strategic Planning
  • Board Presentations
  • Banking/Debt Discussions
  • Business Plan
  • System Selection
  • Exit Strategies
  • Budgeting and Forecasting
  • Internal Controls and Procedures
  • Expense Control
  • Software Implementation
  • Cash Flow Management
  • Budget versus Actual Reporting
  • SOX Compliance
  • Audit Preparation
  • Training and Developing Teams
  • General Accounting
  • GAAP Standards
  • Financial Reporting
  • Financial Statement Preparation
  • Cash/Accrual Accounting
  • Month-End Close
  • Budgeting
  • Accounts Payable/Receivable (AP/AR)
  • 13 Week Cash Flow
  • Dashboards
  • Other Financial Tools
What's Included?

As seasoned coached and consultants we understand the need for outside support to the CFO, CEO, Controller or financial leader. We provide expert mentorship to help you gain an edge and take your role and company to the next level. You’ll meet weekly with the Coach of your choice at your desired time to discuss and topics, questions or challenges you have in your current role. They then help you strategize and create sustainable solutions with the help of our financial tools located in SCFO Lab. We may also implement some lessons from our Financial Leadership Workshop – The Art of the CFO, if applicable.

CFO Coaching Membership

  • Schedule your weekly sessions inside the CFO Coaching Portal
  • Choose your Coach, you may change Coaches at any time.
  • Membership includes access to all SCFO Lab Lessons and Material

Individual Coaching Hours

  • Online help is sold by the hour
  • Access your accounting professional 24/7
  • Purchase as many hours as you need or want
  • Minimum of 30-minute increment sessions at a time.
  • All unused minutes can be rolled over
  • Unused time paid for never expires

Need Extra Hours?

No problem! Just add extra consulting hours at check out. We keep track of the hours you purchased and your remaining time.

Live Help!

We’re here to answer all your business and accounting questions. Your consultant will assist you through an online video/audio meeting platform. Whenever you are ready, anywhere in the world.

CFO Professionals

Dan Corredor
President of The Strategic CFO

CPA & Bilingual

About Me
Cyndi Dinh
Managing Director at The Strategic CFO

MBA & Bilingual

About Me
Marilynne Franks
 Bleeker
Director at The Strategic CFO

CPA

About Me

Accounting Professionals

Carol Manley
Accounting Manager at The Strategic CFO

MBA

About Me
Rita Anderson
Accounting Manager at The Strategic CFO

MBA & CFE

About Me
Phyllis Agyeman
Accounting Manager at The Strategic CFO

MBA

About Me
Frequently Asked Questions
FAQ

Online Consulting FAQ (Frequently Asked Questions) are listed below. If you still do not find the answer you are looking for, then please contact us here.

  1. It’s simple. Choose your Coach based on your current needs.
  2. Once you purchase the Membership, you will be sent login credentials to the CFO Coaching Portal where you’ll select a Coach and schedule your weekly sessions.
  3. If you purchase standalone coaching hours, you will be emailed with instructions to schedule your hours.
  4. Sessions are either via phone call or Zoom depending on your preference.
  5. Finally, we’ll do a deep dive into your current challenges, questions, and concerns during your session.
Wherever you have internet in the world. That’s the beauty. Just head over to the CFO Coaching Portal, pick a time, and get your questions answered. From your bed to your desk, wherever you learn best!
No hidden fees! If you purchase standalone hours, they never expire and you may use them anytime. CFO Coaching Membership is not subject to refunds. Any remaning sessions in the month of cancellation will be forefitted.

JOIN THE NEXT STRATEGIC CFO™ SERIES

Strategic CFO™ Financial Leadership Workshop
The Art of the CFO®

Days
Hours
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September 12-15th 2022

Learn More
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Dan Corredor

President at The Strategic CFO

[email protected]

o. (832) 710-3105

m. (713) 501-7481

Dan Corredor acquired The Strategic CFO in 2017, following the death of the Founder and former President, Jim Wilkinson. Dan knew Jim since the mid-1990s and followed the development and success of The Strategic CFO, LLC. Furthermore, with a similar background as Jim, it was obvious that Dan was the perfect fit for the firm as our leader.

With 30+ years of total experience, Dan’s expertise includes the following: mergers and acquisitions, due diligence, post closure business integration, operational and financial restructuring, accounting efficiencies, working capital and cash flow management. His experience also includes dealing with business owners and private equity groups. In addition, Dan has extensive international operational experience, which includes over 10 years working with companies in Latin America and consulting in Turkmenistan. Dan’s experience also includes working with lenders, bond holders and presenting to ratings agencies.

He has held multiple CFO positions and was promoted twice to President & CEO. In addition, Dan has sat on boards as an internal board member and external board member.

Prior to acquiring The Strategic CFO, Dan was consulting for five years. Before that he was President & CEO of a regulated water utility, which was a company that required operational and financial restructuring after experiencing a crisis. Prior to that Dan was promoted from CFO to President & CEO at a Japanese owned Petrochemical company. Dan’s Latin American experience includes both working as CFO for a large publicly traded water utility in Mexico for 4 years and 6 years with two large publicly traded oil and gas field service companies in financial executive roles.

Dan Corredor’s career has had many focuses, but his core professional competencies include the following:

  • Operations and Operational Restructuring as President & CEO
    • Chapter 11
    • Significant experience in M&A
    • Managed numerous M&A transactions both in the US, Japan, and in Latin America for large public companies
    • Managed complex relationships with boards, shareholders and management
    • Crisis management
    • Complex negotiations with lenders, bond holders and ratings agencies

While Dan Corredor has worked with clients in many different industries, the following industries are those that he’s spent the most time working in.

  • Construction
  • Industrials & Manufacturing
  • Oil and Gas Exploration & Production
  • Oil and Gas Services
  • Petrochemical
  • Regulated Utilities
University of Houston B.S., Accounting
  • Certified Public Accountant
  • Bi-Lingual (English & Spanish)
  • Opportune LLP (Director in the Restructuring Group)
  • Southwest Water Co. (JP Morgan portfolio company)
  • Chusei USA, Inc. (Private Japanese owned)
  • Azurix (Enron)
  • EVI Oil Tools (Weatherford)
  • Sperry Sun Drilling
Book an Online Consulting call with Dan Corredor

Cyndi Dinh

Managing Director at The Strategic CFO

[email protected]

o. (832) 710-3105

m. (281) 685-3250

Cyndi Dinh has over 18 years of experience in many key Finance and Accounting positions. Prior to joining The Strategic CFO, Cyndi was the Controller for a publicly traded oil & gas service company for 6 years. In this role, Cyndi was responsible for month-end close, financial reporting, budget versus actual reporting, SOX compliance, internal/external processes and audit, payroll, training and developing team, tax reporting, software implementation, implementing process and procedures, among other ad-hoc projects.

Prior to this role as a Controller, Cyndi spent some time during her career as a Consultant. She worked for various clients providing outsource Controller and CFO services, assisting clients including business owners and private equity groups with mergers and acquisitions, working capital, business integration, accounting efficiencies, cash flow, trend analysis, financial reporting, due diligence, client prepared schedules required for audits, creating policies and procedures, budget reporting, inventory physical count for audit purposes, among other projects.

Further, Cyndi has approximately 6 years of public accounting experience of which some of it was in Manhattan, New York. Cyndi performed functions in audits, reviews, and compilations. She also provided various services for small to mid-size companies such as bookkeeping services, financial statement reporting, training personnel, accounting assistance on a turnaround management project, cash flow management, tax filing procedures for S-Corps, Trusts, & Individual returns, among other projects.

Cyndi Dinh’s career has had many focuses, but her core professional competencies include the following:
  • Financial Reporting
  • Budget & Forecasting
  • Month-end Close
  • Payroll
  • Tax
  • Training & Development
  • Audit and SOX Compliance
  • Software Implementation
  • Oil & Gas Services
  • Manufacturing
  • Non-profit
  • Retail
  • Construction
  • Petrochemical
  • Professional Services
University of Houston Masters of Business Administration in Accounting Bachelor of Business Administration in Finance
  • Bi-Lingual (English & Vietnamese)
  • KLX Energy Services
  • Global Stainless Supply, Inc.
  • Outsourced Financial Services
  • PKF of Texas, P.C.
  • ERE, LLC
Book an Online Consulting call with Cyndi

Marilynne Franks Bleeker

Director at The Strategic CFO

[email protected]

o. (832) 710-3105

Marilynne Franks Bleeker has over 35 years of experience in the Accounting and Finance field. After a short stint with a national Accounting firm, she built and owned a private CPA practice for many years.

For the last 20 years, she has been involved with an e-commerce business that grew from a brick and mortar store to a subsidiary of an international public company. As the company grew, Marilynne’s roles ranged from independent accountant and CPA to Controller/Acting CFO (pre-acquisition) to Corporate Controller (post-acquisition). Her expertise includes financial reporting, internal controls, procedural automation, budget management and building and developing accounting teams. Marilynne’s experience has also included managing external annual audits and state sales tax audits and working with external professionals.

Marilynne Franks Bleeker leads and develops teams. She also delegates, trains, and delves into helping complete projects/tasks/financials on time and on budget. Furthermore, she has extensive work experience with internal divisions and external professionals. Her role is to support and develop teams, and drive engagement and interaction with other departments. Marilynne provides expertise in applicable standards and regulations, as well as internal processes and audits. In addition, she improves processes and provides resolutions to challenges that emerge in course of business.

Marilynne Franks Bleeker’s career has had many focuses, but her core professional competencies include the following:
  • Financial Reporting
  • Internal Controls
  • P & L Responsibilities
  • Budget Management
  • State Sales Tax
  • Cost Analysis & Containment
  • Team Building, Development & Management
  • Compliance Management
  • Process Improvements
  • US GAAP

Marilynne Franks Bleeker has spent the most time working in the following industries:

  • E-Commerce
  • Professional Sole Proprietors
  • Small Businesses

The University of Texas, Austin
B.B.A., 1980

  • Certified Public Accountant
  • Global Custom Commerce (a Home Depot Co.), Houston, Texas – Corporate Controller
  • Global Custom Commerce dba blinds.com, Houston, Texas – Corporate Controller
  • Global Custom Commerce dba blinds.com, Houston, Texas – Part-Time Controller
  • Marilynne A. Franks, CPA, Houston, Texas – Public Accounting Practice – Owner
  • Deloitte, Audit Senior, Small Business Area, Houston, Texas

Carol Manley

Accounting Manager at The Strategic CFO

[email protected]

o. (832) 710-3105

m. (281) 795-4336 

Carol Manley has over 11 years of experience in accounting in the oil and gas and construction industries. Her experience includes financial analysis and forecasts, month/year-end closing, internal controls, leading and mentoring staff, active involvement in software implementation, and as liaise with external auditors. Prior to working in these industries, Carol has worked as a Plant Chemist in an environmental laboratory, followed by her experience as an entrepreneur where she co-founded three full- service restaurants. As co-owner, she was involved in all aspects of management as well as the bookkeeping and payroll. She also worked briefly as a tax consultant in the 2018 tax year, performing tax returns for individuals. Her accounting software experience is with Quickbooks and Microsoft Great Plains.

Carol Manley’s career has had many focuses, but his core professional competencies include the following:
  • Financial analysis
  • Forecasting
  • Internal Control
  • Month/Year End Close
  • Payroll
  • Software Implementation
The industries Carol Manley has served include the following:
  • Energy
  • Restaurant
  • Oil & Gas
  • Construction
University of Houston – Victoria
  • MBA focus in Accounting
University of Houston – Downtown
  • BBA focus in Marketing
  • Reliant Energy – Plant Chemist
  • Manley’s Restaurants – Owner/Manager
  • Clover Tool Company – Accounting Manager
  • Gray & Green Laboratory Systems – Accounting Manager

Rita Anderson

Accounting Manager at The Strategic CFO

[email protected]

o. (832) 710-3105

m. (713) 854-0029 

Rita Anderson has over 28 years of accounting and financial management experience focused on leading and training accounting teams, managing month end close, establishing internal controls, resolving outstanding issues, employing best practices initiatives, and generating tax ready financials.

Rita Anderson’s core professional competencies include the following:
  • General Accounting
  • Fraud Management
  • Forensic Accounting
  • Budget & Forecasting
  • Month-end Close
  • Payroll
  • Policies and Procedures Documentation
  • Training & Development
  • Audit and SOX Compliance
  • Software Implementation
  • Complex Reconciliation
  • Financial Analysis
  • Tax Preparedness
  • Bankruptcy
  • Derivative Accounting
  • Oil & Gas
  • Energy
  • Investment Banking
  • Industrial Supply
  • Non-Profit/Government
  • Professional Services
  • Legal
  • Insurance
  • Small Business
  • Master of Business Administration in ExecutiveManagement
  • Bachelor of Business Administration in Finance
  • Certified Fraud Examiner
  • Clear Channel Outdoors – Finance/Business Manger
  • Harris County Auditor’s Officer – Manager/Director
  • Merrill Lynch – Assistant Vice President
  • Reliant Energy – Accounting Supervisor
Book an Online Consulting call with Rita Anderson here

Phyllis Agyeman

Accounting Manager at The Strategic CFO

[email protected]

o. (832) 710-3105

m. (281) 745-5931 

Phyllis Agyeman is a versatile and knowledgeable accounting specialist with high skills in administering and supporting financial operations and directing productive accounting team. She has over 18 years of experience in financial statement preparation and analysis, audit preparation, month/year end closing, and reconciliation with a sound understanding of GAAP and SOX. As a top performer and effective accountant, she is capable of formulating internal controls and procedures that increase efficiency and enhance accuracy.

Phyllis Agyeman’s career has had many focuses, but her core professional competencies include the following:
  • Financial Statement Preparation
  • General Ledger Accounting
  • Month-/Year-End Closing
  • Accounts Payable/Receivable (AP/AR)
  • Expense Control
  • Intercompany Accounting
  • Inventory Management
  • Software Implementation
  • Staff Training & Supervision

Phyllis Agyeman has spent the most time working in the following industries:

  • Oilfield Services
  • Manufacturing
  • Digital and Multimedia
  • Trucking and Delivery
  • Retail/Commercial Bank

University of Baltimore
Master’s of Business Administration (MBA) in Management Information System
Bachelor’s of Science in Accounting

  • Consultant – Xpress Trucking
  • ColorMax Ghana – Financial Analyst/Manager
  • National Oilwell Varco (NOV) – Tuboscope – Division Assistant Controller
  • National Oilwell Varco (NOV) – Mono Pump – Senior Accountant
  • Bay National Bank – Staff Accountant/Financial Analyst
Book an Online Consulting call with Phyllis Agyeman here
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