SMARTER FINANCE
TO GROW WITH CONFIDENCE

ON-DEMAND CFOs FOR STARTUPS

Expert finance that makes economic sense is within your reach. You don’t need the expense of a full-time CFO to have a partner that gives you the same strategic guidance to ease your company’s growing pains, so you can confidently focus on running the business.
Focus on product and sales while mastering your finances, with part-time CFO cover that provides expert guidance on strategic planning, financial modeling, operations development, bookkeeping and fundraising.

HELPING YOU BUILD SOLID GROWTH

Proven part-time CFOs that help you understand the strategic implications of financial metrics to expedite your success.

EXPERT FINANCIAL GUIDANCE FOR EARLY-STAGE COMPANIES

  • Assistance with fundraising

  • Strategic business planning

  • Financial & business modeling

  • Budgeting & forecasting

  • Cash management

  • Development, implementation, & management of accounting processes

  • Financial Report Preparation & Presentation

  • Optimization of A/R & A/P to maximize cash flow

  • Vendor negotiations

  • Investor & Board of Directors meetings and presentations

  • Other non-financial CFO duties such as HR & Legal

MEET SOME OF OUR HAPPY CUSTOMERS

We give over 100 startups the expertise, skill and experience they need to move their company forward and grow with confidence.
Meet some of our happy current and past customers.

SMARTER FINANCE AS OUR CLIENTS PERCEIVE IT

“As an early stage company, Burkland Associates assistance has been critical to our initial success.”    

Casey Ryan, Gamut Labs

“Burkland Associates identified our most profitable business opportunity and is our best investment to date.”

Timothy Childs, ClearGrape

“There are many great firms out there that can provide outsourced CFO, HR or accounting services at a fair cost that will save you a lot of time.”

Jared Kim, Forbes Magazine Article

BOOKKEEPING, ACCOUNTING & TAX EXPERTISE

Need Bookkeeping & Accounting or Tax expertise? Let our team help you chart your path. Expert help from Burkland Associates’ bookkeeping & accounting team can set you on the right track for growth.

CLICK HERE TO LEARN MORE

EXPERT CFOs TO GIVE YOU FINANCE COVER

Meet the team of strategic CFOs that includes top talent from MBA programs like HBS and Stanford, working to equip you with smarter finance in San Francisco, New York and Denver.

San Francisco

Jeff Burkland

Jeff is our founder. He’s a visionary doer that can make a solid difference for your company. He has over 20 years of strategic and tactical financial management experience in both the corporate world and startups here in Silicon Valley.

An expert in business plan development, fundraising, financial modeling, management reviews, strategic planning, and process improvement, Jeff has provided strategic financial cover for many successful companies.

Jeff has a BS in Electrical Engineering from Duke and has an MBA from Harvard Business School.

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Walt Spevak

Walt Spevak has over 25 years of business experience providing both start-ups and public companies with essential skills in pre-public company fundraising strategy development, strategic planning, market research, financial modeling and budgeting/forecasting.

Most recently he has worked with clients focused on both corporate employee philanthropy and mobile philanthropy, as well as companies in the online health and wellness space, mobile team productivity, consumer goods, video gaming community, cloud syncing and bitcoin money transfer.

Walt holds both a BA in Economics and an MBA from Stanford University.

D.J.Marini

For the last fifteen years, D.J. has provided business development, business planning and conceptual development services to a broad range of companies such as Sony, Universal Pictures, Disney and Mitsubishi.

Prior to joining Burkland Associates, D.J. acted as General Manager at Lucasfilm Ltd, and Partner/CFO at MSB Entertainment.

D.J. graduated with honors with a BS in Business Management from San Francisco State University.

James Jones

James gives CEOs expert finance cover by applying the practices he’s learned through more than 15 years of experience in both startups and public companies. His roles included developing corporate and business unit strategies, assisting with fundraising, creating financial models, and improving operational processes.

As the interim CFO for a software-as-a-service (SaaS) company, James gave instrumental help for securing $22 million of venture funding. He also reduced cash burn rate by leading sales pipeline reviews, vendor negotiations and headcount optimization, in addition to supporting the go-to-market planning for both enterprise and e-commerce sales channels.

James has also served as the interim CFO for several companies in hardware, e-commerce, digital health, enterprise collaboration software, and 3D printing.

James has an MBA from Harvard Business School and a Bachelor of Science in Systems Engineering from the United States Military Academy. He also leads Bay Area support for the Admissions Office of the United States Military Academy.

Karen Camp

Karen Camp brings over 20 years of successful executive financial and operations experience building high growth companies of international scope.

Karen has managed finance, accounting, FP&A, treasury, forecasting and budgeting, business development, HR, and operations and legal functions in enterprises ranging from start-ups to corporations with revenues of $230 million.

Karen holds an A.B. from Smith College and an M.A. from Middlebury College.

Joel Onodera

Joel brings over 25 years of finance, strategy and operational experience to the Burkland Associates team, having worked for both large public companies, as well as start-ups, in a variety of industries.

He spent several years with Apple and Nike, in finance, marketing, product, and business development roles, with half of his time living and working in Japan for both companies.  In 2006, Joel returned to the Bay Area, and has worked in finance for several startups that range from seed through Series C.

Joel received a BA in Economics from the University of Washington, and an MBA from the Berkeley-Haas Business School.

Ardy Esmaeili

Ardy brings more than 10 years of diverse tax, accounting, finance and business consulting experience to his role as Controller Consultant and Tax practice lead at Burkland Associates.

Ardy has gained extensive accounting experience through various positions with small and large companies, serving in the roles of Financial and Internal Auditor, Accountant and Controller.

Ardy is a Certified Public Accountant and a member of the California Society of CPAs and the American Institute of Certified Public Accountants. He earned his Bachelor of Business Administration in Corporate Accounting and Finance degree from San Jose State University.

Debbie Rosler

Debbie Rosler has over 20 years of finance and strategy experience working with both start-ups and later-stage companies in a variety of industries.

She has worked in FP&A, corporate strategy, operations, investment banking and venture capital. Her areas of expertise include business plan development, financial modeling, management reporting, cash flow management and business process design.

Debbie received a BBA with high distinction from the University of Michigan and an MBA from Stanford Graduate School of Business.

Tony Schopen

Tony Schopen’s experience includes CFO and senior consulting roles working with a number of venture-backed startups across a variety of industries.

Tony is adept in investment banking, debt negotiation, financial modeling, strategy consulting, and equity research covering SaaS and Internet companies.

Tony received his AB (magna cum laude) in economics from Duke University and an MBA from the University of Chicago Booth School of Business. He is a Chartered Financial Analyst (CFA) and holds a Certified Public Accountant (CPA) certificate.

Bobby Davidorf

Bobby’s strong financial acumen helps startups develop winning business models and getting to profitability quickly. He has over 25 years leadership experience at both public and private technology companies, giving financial cover to high performance, data-driven teams.

Before Burkland Associates, Bobby was CEO and CFO of Playlist Media, a generation Z-focused streaming music company, where he remains an active board member. Prior to Playlist Media, Bobby was VP of Finance at NorthStar Systems, an enterprise software company, where managed finance, accounting, HR and IT. He also set pricing structures and negotiated contracts with Fortune 500 companies for seven figure software licensing arrangements. Prior to NorthStar, Bobby was CFO of Tribeworks, a publicly traded multimedia software company, where he brought the company to profitability within two years and also served as General Manager and on the Board of Directors. Prior to that, Bobby co-founded Mjuice.com, an Internet music distribution company, where he served as the Chief Financial Officer and General Manager. Mjuice was the first company to deliver music securely from the web to portable devices and was sold to ARTISTdirect. Before Mjuice, Bobby was the Controller and interim CFO at Oceania, an enterprise software company. Prior to that he was a Senior Consultant at Price Waterhouse.

Bobby graduated magna cum laude with a B.S. in Economics from the Wharton School at the University of Pennsylvania. He is a CPA (inactive) in the State of California.

Keith White

Keith White has over 15 years of business experience at companies ranging in size from startups to the Fortune 500.

He has developed business & financial models, raised funding for startups, sized opportunities, analyzed competitive positions, managed business development and provided investor relations support. Keith has also served in a variety of functions including finance, business development, strategy, marketing and operations.

Keith holds an MBA with Distinction from Harvard and a BS in Industrial Engineering Summa Cum Laude from Kansas State University.

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Marc Zablatsky

Marc has a 25-year track record of financial leadership, fundraising and accelerating growth for early stage companies, turnarounds and international organizations ready to scale. He is a builder of businesses in B2C / B2BC technology-focused organizations in consumer goods & services, retail, SaaS and education and the emerging aging marketplace. Marc has extensive experience setting up and running teams in FP&A, Fundraising, Corporate Strategy, Operations, Business and Product Development, Quality Assurance, Customer Service and Marketing.

Marc is also a strong supporter of social enterprise ventures.  He was CEO of Fitness Forward, COO of Management Leadership for Tomorrow and was President of the Harvard Business School Alumni Club.

To help startups with smarter finance, Marc is armed with an MBA from Harvard Business School and a B.S from Babson College where he triple major in Finance, Economics and Marketing and graduated Magna Cum Laude.


New York


Mike Kaswan

Mike Kaswan runs our East Coast on-demand CFOs practice. He has over 25 years of experience as a senior finance executive, venture capital investor, chief executive officer and board member, working with rapidly growing companies in the healthcare and other industries.

Mike is passionate about entrepreneurship and business value creation, having conceived and written the business plans for two companies that achieved cash exits for a combined $1.4 billion, been a co-founder of a venture capital firm that raised over $290 million in investment capital and created and run a “start-up by acquisition” with over 200 employees.

Mike holds an MBA with Distinction from Harvard Business School and a B.S. in Commerce with a Finance concentration from the McIntire School of Commerce at the University of Virginia.

Berna Barshay

Berna Barshay helps CEOs be smarter about finance from our East Coast office. She has over 25 years of broad business and finance experience, including over 15 years as an investor, primarily in the public markets. Berna’s years as an investor have yielded her with a functional expertise in financial modeling, fundraising and investor relations, valuation, M&A, and strategy assessment. She is an industry expert in the consumer, media, and ecommerce verticals, with substantial additional experience in other areas of tech, financial services, and other industries.

In addition to her work as an investor, Berna has worked as a consultant addressing both strategy and operational finance for clients ranging from start-ups to large public companies. She also served as the CFO of a FinTech start-up that secured close to $20 million in venture funding.

Berna graduated with an AB cum laude from Princeton University and received an MBA with First Year Honors from Harvard Business School.

Ron Goldfuss

Ron has over 30 years’ experience in financial and operations management for both emerging and established companies, primarily in life science and technology industries.  As CFO for several early stage companies, he has worked closely with CEOs and Board Members to develop and implement financial strategies.  Ron’s experience includes funding, financial modeling, M&A, financial reporting & controls, systems implementation, licensing, and international operations.

Ron has also managed HR, IT, legal, and manufacturing, and has taken companies through the FDA application process for new drugs, and assisted pharma, software and ed tech companies in M&A and public listings.

Ron earned an A.B. in Economics from Boston College, and an MBA from the Wharton School of the University of Pennsylvania.  He qualified as a CPA (inactive) while with Arthur Andersen & Co., and served as a Supply Officer in the U.S. Navy.

 

Jon Burleigh

Jon has over 25 years experience in finance and operations, offering clients insights gained as an investment banker on Wall Street, as a senior corporate executive oversight at a Fortune 500 company, and as CFO of businesses ranging from a global marketing technology company to a nascent medicinal cannabis business.

Jon has executed strategic and financing transactions as an advisor and as a corporate executive. Jon has a passion for teaming with CEOs to build great businesses through the development and execution of insightful strategic plans, realistic budgets/operating plans, fair incentive programs, good corporate governance and investor communications.

Jon holds a BA from Middlebury College and an MBA from the Harvard Business School.


Steven Lord

Steven Lord has led, founded and managed companies in the financial technology, asset management and publishing sectors in Europe and in the United States. His 25-year career as an entrepreneur and senior executive in both public and private companies equips him with a deep understanding of strategic capital formation, financial modeling, operational efficiencies, restructuring and turnaround management, and M&A.

Steve has served as a senior consultant and interim CFO for companies across a broad range of sectors and sizes, bringing particular expertise with subscription-based business models (including SaaS) in the fintech, publishing and digital currency/blockchain industries to Burkland.  Steve also has served as an expert witness for the U.S. Securities and Exchange Commission and is active in disaster relief missions as a Civil Air Patrol liaison officer to FEMA’s Region II.

Steve holds a master’s degree from the Fletcher School of Law and Diplomacy at Tufts University, and a B.S. in Business Administration from the University of Vermont.

Parm Kang

Parm brings more than fifteen years of financial expertise to help Startups and Boards assess strategic opportunities and manage risk.  His experience in strategy, finance & operations, growth planning, forecasting planning & analysis, fund raising, and financial models gives CEOs the cover they need to grow with confidence. His experience includes CFO roles at Fab.com, Waywire, Timedata, and Strategic CFO consulting to multiple other Companies across growth stages and verticals.  Parm is a proven finance partner, helping CEOs build solid financial foundations and practices. Parm was also a VP of Strategic Planning at JP Morgan Chase and a VP of Innovation at Bank of New York Mellon.

Parm earned his MBA from Yale School of Management, MSc in Industrial Relations & Personnel Management from The London School of Economics, and BSc in Mathematics from UCLA.

Parm has deep expertise in SaaS, E-commerce, IT, and online advertising models, which he applies to give startups superb growth insights, and set best practices in all areas of finance.

TOOLS FOR SMARTER FINANCE

These are some handy smarter finance tools we often use and recommend to our clients. Best of all, they’re free. Try them!

INTRIGUED?

Get in touch with us.


HQ

325 9th Street, San Francisco, CA 94103

East Coast

252 Nassau Street, Princeton, NJ 08542


415.944.8215

info@burklandassociates.com