Michael Mosley

Director of Client Services

  • 15+ Years of Accounting Experience

    including accounting and research, budgeting, forecasting, and streamlining processes and improvement

  • Proven Process Improvement Leader

    implemented operational and accounting processes & controls

  • Strong ERP & System Experience

    including NetSuite, Oracle, QuickBooks, JD Edwards, HFM, MS Dynamics, and more



  • Prepared public company SEC filings and provided technical accounting support for external auditors

  • Improved workflow and processes through digitization of paper and manual processes, while meeting worldwide record-keeping standards

  • Responsible for monthly close (GAAP) and the lead contact for audit & tax review/reporting

  • Weekly meeting and reporting to CEO and staff over deadlines, issues, & planning

  • Established financial controls/policies to increase efficiencies for a lean corporate office.

  • Created multivariate forecasts with 99.9% accuracy; implemented cost accounting for unit and field tracking

  • Established financial controls and policies

  • Maximized pricing analysis for market share & higher sustainable profits

  • Created HR & company procedures to optimize processes and sustain growth expectations


  • Improved client satisfaction over 46% and audit standards over 68% in 3 years

  • Achieved 100% accuracy in a 6-month period with over $5 billion sent to and from clients

  • Increased process improvement over 75% in projects utilizing LEAN methodologies

  • Wrote and developed new GAAP policies and procedures

  • Automated a new depreciation workbook (from tax basis to GAAP)

  • Converted the accounting system