OVERVIEW
THE ALTERNATIVE BOARD
EXECUTIVE PROFILES

CONSULTING
MANUFACTURING / OPERATIONS
QUALITY ASSURANCE
MARKETING & SALES
INFORMATION SYSTEMS & FINANCE, CASH FLOW
HUMAN RESOURCES

TRAINING
OPERATIONS / MANUFACTURING TRAINING
QUALITY SYSTEMS 
DEVELOPMENT TRAINING
MARKETING & SALES TRAINING
INFORMATION SYSTEMS &
FINANCE, CASH FLOW TRAINING

CONTACT INFO

INFORMATION SYSTEMS & FINANCE, CASH FLOW

CEO understands the business solutions required to address challenging technology issues and provide integrated hardware/software solutions to the IS problems organizations may encounter.  Our Phil Caputo has extensive experience in many of the IS/IT Systems utilized by companies.  He brings that experience to your requirements.  Most software companies have no true knowledge regarding how you really accomplish your tasks or how you really need the system to perform.  Phil fills that gap.

Phil will:

  • Perform an in-depth review of your existing network: hardware, software, business requirements and service needs.  The key is to determine exactly how your people enter, use, manage and transmit data.
  • Evaluate employee understanding of the present information system and future needs.
  • Survey present and future IS requirements to increase efficiency and improve the operation of your business.
  • Prepare a detailed plan that defines system changes, budget and timeline requirements.  This may address an upgrading of your current system(s) or replacement by a new system.

 When you’re ready, Phil then can accomplish the following options:

  • Take charge and perform implementation upgrades to the existing system with modest internal support.
  • Provide guidance to your team members to implement the recommendations into the existing system.
  • Can manage the process, with joint implementation into your existing system.
  • Your internal team members can implement the recommendations without CEO’s involvement.
  • Or, Select/Implement a completely new system.

CEO does not sell hardware or software, we will assist your organization to find and select suitable products that support your IS/IT system.

FINANCE AND CASH FLOW MANAGEMENT

The Financial, Accounting and Cash Flow Management function of the business is the key to successfully managing the company.  This is an area where the CEO team led by Phil Caputo has had outstanding success in assisting our clients to obtain major business improvements in profitability.  As a small entrepreneurial business grows into a larger corporation, a structure is put in place guided by the mission and vision of the ownership.  These directions provide the goals for the company. 

Mr. Caputo has assisted clients in the development and implementation of business plans that focus on improved financial controls, improved banking/financing, and improved vendor relationships while providing a greater degree of visibility to management.  This plan, when followed, also provides management with tools that will identify business problems in advance, so that timely corrective action can be taken.

Mr. Caputo has experience in banking, and vendor relationships, and can provide the resources to assist your firm in negotiating the most favorable banking and supplier arrangements required to operate your business.

(*)  We also now offer full or part time CFO capabilities, if needed, working for you, at your facilities.  We also offer Merger and Acquisition assistance, if required.

QETC TAX INCENTIVE PROGRAM

Please note that our Linda Levy is very experienced in this area.  If you have not heard about this NY State Program, PLEASE ASK.  How would you like to receive a check for up to $250K per year for four straight years, to cover your design and development costs and related nonrecurring costs?

Continue to Organization Development & Management Skills.

445 Broad Hollow Road, Suite 25, Melville, NY 11747
Tel: (631) 261-1507 • Fax: (631) 754-0342

Email:  ceo@ceoadvice.com • Web site: http://www.ceoadvice.com