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 OUR HAPPY CUSTOMERS

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

KIND WORDS ON SMARTER FINANCE

“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

EXPERT CFOs 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.

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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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.

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.

Tim Cowart

Tim Cowart has twenty years of experience in corporate finance working for both start-ups and public companies within the U.S. and abroad.

Tim has provided financial and strategic advice to small and large organizations within the alternative energy, medical device, wireless, manufacturing, aerospace, online services, venture capital, public finance, and satellite telecommunications industries.

Tim holds an MBA from University of Southern California and graduated with honors with a BS in Finance & Accounting from Menlo College.

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.

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.

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.

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.

Eric Mersch

Eric’s 15 years of corporate finance includes two public company CFO roles and an operational finance role at a Fortune 500 company.

He has provided financial and strategic advice to small and large organizations in the telemedicine, mobile phone products & services, logistics, and data center virtualization industries.

Eric holds an MBA from Harvard Business School, a Master’s in Nuclear Power Engineering from the U.S. Navy’s elite Nuclear Power program, and a BS in Economics from the U.S. Naval Academy.

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.

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.

Rhonda Rosen

Rhonda Rosen has a solid track record helping startups apply smarter finance. Rhonda works at our East Coast office. Her experience evidences her ability to help grow and dramatically improve the financial strategy of early stage, mid-sized and PE/VC backed companies in the consumer products, specialty pharmaceuticals & medical devices, and financial services industries. Rhonda graduated from The Wharton Business School with an MBA in Finance  & Accounting and a BS in Economics, graduating Summa Cum Laude. She is a Certified Public Accountant.

Rhonda’s experience includes financial positions at The Gift Box, RenovaCare, Blacksands Petroleum, Tonix Pharmaceuticals, Validus Pharmaceuticals and The Golden Financial Group. At these companies she applied a skill set that spans all areas of finance, banking and administration.  Rhonda was also a Managing Director – Investment Banking at Oppenheimer & Co. and Putnam Lovell NBF.

Rhonda is savvy in M&As, strategic finance, reporting and equity placement, and is ready to give your company the financial cover it needs to grow with confidence.

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!

GET IN TOUCH!

Intrigued?
Get in touch with us.

Burkland Associates
HQ: 325 9th Street, San Francisco, CA 94103
East Coast: 252 Nassau Street, Princeton, NJ 08542

Phone : (415) 944-8215    
info@burklandassociates.com

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