SMARTER FINANCE

We Give Finance Cover To Over 150 Startups in San Francisco and New York

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 and fundraising, plus bookkeeping & tax if you need it.

We have over 150 active clients. Some of our present and past clients include:

ACCELERATING DREAMS

We Provide Expert Financial Guidance That Is Practical

Proven part-time CFOs help you understand the strategic implications of financial metrics to expedite your success. We work with you in key areas of finance such as:

  • Assistance with Fundraising

  • Optimization of Receivables & Payables to maximize cash flow

  • Financial & Business Modeling

  • Budgeting & Forecasting

  • Development, implementation, & Management of Accounting Processes

  • Cash Management

  • Financial Report Preparation & Presentation

  • Strategic Business Planning

  • Vendor Negotiations

  • Investor & Board of Directors Meetings, Strategy & Presentations

BUILDING SOLID GROWTH

Meet Our Team

We have a solid team of strategic on-demand CFOs in San Francisco and New York, that give startups of all sizes – from Seed to pre-IPO – the finance cover they need to grow with confidence.

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.

twitter-icon

 

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.

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.

Rick Kjellberg

Rick Kjellberg helps startups define pathways to financial stability that enable them to create high-functioning teams. Rick is passionate about technology and policy innovations to power a carbon-free energy future. Thus, he is a mentor for the Cleantech Open and also the CEO of ATLARMOR, a finance and operations advisory firm to cleantech startups. 

Prior to joining Burkland Associates, Rick oversaw the Financial Planning & Analysis team at NEXT, Samsung’s venture arm. There, he provided financial strategy and budgetary alignment for NEXT as well as for startups within the portfolio. Before NEXT, Rick was promoted through a series of executive roles at Ogin Energy, a venture-backed wind energy equipment manufacturer. Prior to Ogin, Rick was a senior financial consultant at Chatham Financial, advising clients on their derivatives and debt management strategies. Rick began his career as an officer and instructor pilot in the US Air Force; he piloted Cabinet Secretaries, Members of Congress and general officers and developed expertise in operations and training. 

Rick is a Distinguished Graduate of the US Air Force Academy with a BS in Astronautical Engineering.  He has an MSA in Information Resource Management from Central Michigan University, an MBA in Entrepreneurial Management from the Wharton School at the University of Pennsylvania, and an MPA from the Kennedy School at Harvard University.

Peter Chouinard

Peter Chouinard is the Managing Director of our consumer group and an on-demand CFO. Peter has over 30 years of business experience working with consumer product startups, private and public companies. Most recently Peter was the CEO of Devine Products, an exponential growth, consumer products & technology development company.

Peter’s early career experience was at General Mills and Foster Farms where he was involved in finance, accounting, operations and strategy. More recently Peter has been a CFO then CEO for various food & wine businesses and ventures. In the wine industry he has led financial restructuring efforts and acquisitions, facilitated organizational development and culture change, developed business plans, launched new brands, raised capital and achieved both strategic and financial results. He also leveraged his breadth of expertise in a range of technology ventures involving, consumer technology, SaaS and IoT.

Peter has a Bachelors in Business Administration with a concentration in Finance and a Master of Science in Accounting from the Isenberg School of Management, University of Massachusetts Amherst, and a Master of Science in Finance from Bentley University.

.

Keith Milne

Keith brings more than 15 years of deep experience as a full time or contract CFO to startups and high growth companies in a wide range of industries including biotech, nanotech, real estate, SAAS and food & beverage.  In addition to the customary finance roles of a CFO, he also has experience managing investor relations and due diligence, HR and benefits, IT and insurance, as well as fund raising and successful exits for founders.

As the CFO for a biotech company at which he continues to be engaged, he set up and manages the company’s financial systems and processes and has been deeply involved in the company’s fundraising.  For a food & beverage company, he also set up systems and processes from scratch, managed cash so that no outside investment was needed while growing the company from $4 million to over $100 million.  For a nanotech company, he authored the offering document and closed the $36 million Series A round, one of the largest Series A raises at the time. 

Prior to becoming an entrepreneurial CFO, Keith’s corporate experience included Vice President  Corporate Development of Kaiser Aluminum, where he was one of four direct reports to the CEO of a Fortune 500 global company.  He was also Vice President International, Business Manager of the Primary Aluminum Business Unit, Assistant Treasurer and served on the Board of Directors of operating companies in Europe, Africa and China.  Previously at Chevron, Keith was the finance director on the negotiating team that created the $20 billion TengizChevroil joint venture in Kazakhstan, and he received the Chairman’s Award for his financial planning application, which was used worldwide for 20 years. 

Keith earned a BS in Biological Sciences from Stanford, and an MBA from the Stanford Graduate School of Business.

Renee Barnstone

Renée has extensive, diverse and global experience in CFO and COO roles with technology-focused, product-driven organizations. Her roles included numerous business transformations, multiple successful exits, and M&A, team development, merger integration and investor relations.

Before Burkland, Renée was the Executive Vice President, Treasurer and Chief Financial Officer for Zenfolio. She was their first CFO following the company’s spin-out from Art.com. There, she established all internal finance, HR and legal systems and processes, including Strategic Planning. She was instrumental in helping guide their first-time CEO and executive team through the rigors of a private equity environment, with a focus on strategy and communications. She has also served as Chief Financial Officer for seven companies and their subsidiaries.

Renée has a Bachelor of Science in Accounting, Cum Laude, from Fairleigh Dickinson University. She is also a Certified Public Accountant (New Jersey).

David Coultas

David has extensive experience in fintech, SaaS, IoT, B2B eCommerce and capital markets.  He has helped organizations of all sizes with strategic finance that includes M&A, budgeting, planning, and business strategy.

David has covered every angle of M&A – from deal model to valuation, due diligence to closing, and full integration. He has also led and transformed planning activities at several organizations, including multi-year budgets, long range outlooks and short term forecasts. His decade of divisional CFO job responsibilities, include finance transformation, IT budgeting & procurement, and commercial banking.

David held several CFO roles at Mitsubishi UFJ Financial Group (MFUG), JP Morgan Chase, and Ernst & Young. He also worked as Director of Finance at Zama Networks, Inc., a data storage and ISP, and as a Controller at Indaba Communications, Inc., which was engaged in the early development of virtual reality teleconferencing.

David has a Bachelor of Business Administration in Accounting from The University of Texas at Austin. He is also a current CPA and CFA charter holder, a graduate of Deloitte CFO Academy, and a graduate of Financial Executives International (FEI) CFO Bootcamp. David is active in non-profits and serves as BOD President for Family Support Services of the Bay Area.

Michael Spaizman

Michael has extensive experience as a consulting CFO through a consulting CFO practice he built, which catered to high-tech professional services firms. His clients included School Loop, Aircover Communication, MyLawsuit.com and VSC Consulting.

Michael’s work experience has also includes the roles of CFO, VP Finance & Operations, and Controller. His financial expertise includes improving financial performance, increasing productivity, and enhancing internal controls, and his operational experience is in the areas of Human Resources, Operations, IT Project Management, Real Estate and Facilities.

Michael has a Bachelor of Science in Business Management and an MBA in Finance from San Francisco State University.

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.

Wendell Jones

Wendell brings decades of experience in financial management across multiple technology-related industries that include biotechnology, medical devices, software, and Internet. He has successfully enabled several companies and startups develop business plans, establish financial and internal control infrastructure, and navigate through fundraising efforts.

Before joining Burkland Associates, Wendell had been the CFO of a number of startups. For several years, he served as the Consulting CFO of OncoGenesis Corporation, a medical device company committed to improving the health of women worldwide. He was also co-founder and CFO of 3CPM, which developed FDA-approved clinically based non-invasive EGG diagnostic and analysis Systems. Before that, Wendell was also a co-founder and CFO of Maven Labs (purchased by Abbott Laboratories), of Industrial Fermentation Genetics, a biotech company, and a consultant to the Chairman of Network Solutions. He has also worked at Arthur D. Little, and KPMG.

Wendell has a Bachelors in Accounting from George Washington University and an MBA from Washington University’s Olin School of Business. He is a co-Founder of the Association of BioScience Financial Officers, and a board member to several non-profit organizations.

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.

twitter-icon

 

Stewart Sonnenfeldt

Stewart has worked both as an executive inside companies and as an external advisor in finance, corporate development, strategy, business development, corporate marketing and in technical roles. He has founded five companies, built teams and launched multiple businesses.  Stewart has also served in multiple management roles in public and private companies and has several years experience as a CFO.

Stewart has extensive experience in SaaS, and was part of the management team of the first SaaS company to reach $100 million in revenues, WebEx. As an investment banker, Stewart advised companies in the tech industry on capital raising, M&A and strategic initiatives, and managed 31 Initial Public Offerings.  Stewart has helped raise over $2 Billion for companies in over 50 transactions.

Prior to Burkland, Stewart managed his own consulting practice, On Demand Ventures, where he provided financial advisory, M&A, investment and divestiture analysis, market & launch strategy, and CFO services to companies and private equity firms.  Stewart was previously an entrepreneur-in-residence at Sevin Rosen Funds and the first-ever entrepreneur-in-residence at August Capital.

Stewart holds a BS in Chemical Engineering from Tufts University, and an MBA from the MIT Sloan School of Management.

Richard Deranleau

Richard has held numerous Chief Financial Officer positions, most recently for eASIC Corporation, a private, venture backed fabless semiconductor company, where he was responsible for all Financial, Legal, Human Resources and IT functions. Richard partnered with the CEO and Board to complete a preferred financing round, file the Company’s S-1 registration, and completed the Company’s sale to Intel in August, 2018.

His expertise also includes experience with high-growth, venture-backed startups such as Polycom, where he was Vice President of Finance and Treasurer from its days as a start-up through the achievement of $500 Million in Revenue. Richard was also SVP, Finance and CFO at Fujitsu America, responsible for all Financial, Compliance and IT functions. Before that, he was VP Finance and CFO for Brocade Communications Systems, a publicly traded Fortune 500 company. 

Richard has an MBA from San Jose State University and a Bachelor of Science in Economics from Iowa State University.

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.

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.

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.

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

Casey Rayan, Gamut Labs

“As our on-demand CFO during our critical growth years, Jeff Burkland’s strategic approach to finance was an invaluable element of our success.”

Peter Reinhardt, Segment

“We find Burkland Associates help in areas that range from financial modeling to dales compensation design invaluable as we prepare the business to meet the critical milestones to raise a Series B.”

Sanish Modkar, LEGION Technologies

ACCOUNTING & TAX

We have an experienced team of accountants, bookkeepers and tax experts that can help you grow the right way. Click on the button to access our Bookkeeping & Tax section.

WISDOM COMES FROM KNOWING

Access useful finance & accounting tools now

Here are some online tools we find useful. Just click and access the tool directly (most are free).