Testimonials from privately held companies, publicly traded companies, and non profit organizations are listed below.
We were in the middle of a large transaction when learned we had to provide a third party with internally compiled interim financial statements for three of our companies. We had a very tight deadline to deliver the financial statements. My team was extremely busy with other parts of the transaction and we were unexpectedly short one key resource. We needed someone who could complete this project on a confidential basis with minimal support due to our limited resources. Our regional CPA firm recommended Mark’s firm and made the introduction.
Mark quickly became familiar with the companies, the financial information source documents, and the reporting deliverables needed. This process included a conference call with our auditors. Mark worked autonomously and efficiently. He produced the reports exactly as we needed and well before our deadline. I anticipated the third party would have follow up questions after receiving the financial statements. However, they did not and our transaction was completed successfully. Mark was easy to work with, communicated effectively, and provided an excellent work product. I would gladly engage Mark on future projects.
Allen H.
CFO
Mark quickly became familiar with the companies, the financial information source documents, and the reporting deliverables needed. This process included a conference call with our auditors. Mark worked autonomously and efficiently. He produced the reports exactly as we needed and well before our deadline. I anticipated the third party would have follow up questions after receiving the financial statements. However, they did not and our transaction was completed successfully. Mark was easy to work with, communicated effectively, and provided an excellent work product. I would gladly engage Mark on future projects.
Allen H.
CFO
"Mark was brought to us by our lender. Not knowing what to expect, I had doubts and reservations. It turned out to be much more than I would have ever hoped for. Not only did Mark have the knowledge of all aspects of finance, he genuinely cared not only for the business, but how everything affected the owners as well. He asked questions and took the time to learn about the business. He had a large role in getting our company focused and back on track. He quickly became an asset, not a liability. He is one of the most honest people I have ever met. I would recommend Mark with the highest regards to any owner or business."
Ted E.
Business Owner
Mansfield, Texas
Ted E.
Business Owner
Mansfield, Texas
"Mark is an extraordinary person. Modern and up to date in his view of technology and finance, but operating with an old world work ethic. Mark solves problems and enjoys the comradery of a team. I strongly recommend Mark for solving difficult problems while bringing a positive and optimistic attitude to the workplace arena."
JPR
Founder and Chairman
Dallas, Texas
JPR
Founder and Chairman
Dallas, Texas
We initially engaged Mark to assist with financial strategic planning within our company. He quickly got up to speed with our marketing driven, e-commerce model and developed a financial model for short-term cash flow and long-term projections with appropriate inputs for marketing, inventory, product development and operations.
His focus shifted to become our fractional CFO when that position came open unexpectedly. He brought a wealth of knowledge and experience to several complex issues we were facing.
Sheri J.
COO
Edmond, Oklahoma
His focus shifted to become our fractional CFO when that position came open unexpectedly. He brought a wealth of knowledge and experience to several complex issues we were facing.
- Being an e-commerce company, we were dealing with the issue of collection and remittance of state sales tax appropriately and determining answers for establishment of nexus. Mark helped us navigate these issues, over-seeing the process of voluntary disclosure agreements which included appropriate ‘look back’ periods, negotiation of interest, penalties and pay out plans. His experience and network contacts have been invaluable throughout this process.
- Mark brought oversight to the finance and accounting procedures within the company. He helped clean up discrepancies in our books, guided us in the correct handling of capitalized expenditures and GAAP rules regarding such. He advised us of our options in each situation to arrive at appropriate decisions.
- Mark became the conduit between our company and our accounting firm in the preparation of income tax returns. He has an awesome ability to translate accounting-speak into terms we could understand when making decisions in this regard and answering the ‘why’ things are handled the way they are.
- Being a young company, we needed funding to continue our growth path. Mark brought, again, a wealth of knowledge and experience in this regard. He provided advice and prepared projections of cash flow, balance sheet and income statements to aid in this process. He was our financial voice when answering questions of potential lenders.
- When we ran into rocky roads, he introduced us to a contact who could help with the negotiation of debt pay out and restructuring of the company while maintaining integrity.
Sheri J.
COO
Edmond, Oklahoma
"We were transitioning to a larger CPA firm that would better suit our needs. Our new CPA firm recommended Mark to help transition financial information from two former CPA firms and to help us get our financial statements ready for a year-end financial statement review and the preparation of tax returns.
Mark was a quick study in understanding our businesses, our growth trends, and goals. He made sound recommendations that were in our best interest, including recommending we upgrade our accounting team [which would shorten Mark’s engagement with us]. Mark completed the assignment efficiently, including helping us close our financial statements for several months until our new controller was on board.
Mark was professional, organized, very knowledgeable, and engaging. I trust Mark and recommend him to other business owners."
Michael C.
Business Owner
McKinney, Texas
Mark was a quick study in understanding our businesses, our growth trends, and goals. He made sound recommendations that were in our best interest, including recommending we upgrade our accounting team [which would shorten Mark’s engagement with us]. Mark completed the assignment efficiently, including helping us close our financial statements for several months until our new controller was on board.
Mark was professional, organized, very knowledgeable, and engaging. I trust Mark and recommend him to other business owners."
Michael C.
Business Owner
McKinney, Texas
"It was our pleasure to retain Mark on a fractional basis as our CFO. We are a intra-state company experiencing rapid growth of 20% per year comprised of five different revenue streams from two different companies at 28 million revenue. All individual revenue streams require different processes and systems. We brought Mark in to evaluate and fix challenges that were holding back our growth and value.
Mark worked with our leaders and employees. He concurrently managed the accounting team, human resources manager, our I.T. infrastructure, and he selected, designed and implemented an ERP software system that will carry us well into the future. Mark’s diverse financial and operational background, and real-world experience in other fast paced, high volume businesses made this change easier than expected.
He possesses all the character traits I look for in someone at this level: honest, hardworking, wisdom, and detailed."
Shawn L.
Business Owner
Arlington, Texas
Mark worked with our leaders and employees. He concurrently managed the accounting team, human resources manager, our I.T. infrastructure, and he selected, designed and implemented an ERP software system that will carry us well into the future. Mark’s diverse financial and operational background, and real-world experience in other fast paced, high volume businesses made this change easier than expected.
He possesses all the character traits I look for in someone at this level: honest, hardworking, wisdom, and detailed."
Shawn L.
Business Owner
Arlington, Texas
"We used Mark to help our Paid Ministry Team develop a refined execution strategy so that we could more effectively execute our strategy. He worked well with our whole team, offering experience, professionalism, insight, training, and creativity. He helped us tremendously to develop a way forward to become the best we could become."
Daniel H.
Senior Pastor
Lewisville, Texas
Daniel H.
Senior Pastor
Lewisville, Texas
"In today’s business world, it is quite difficult to establish relationships with people who are not only capable of absolutely excelling
at what they do, but who are also trustworthy and possess an extremely high level of integrity. It is my belief that in Mark Czech
you will find exactly that type of person."
Randy S.
Business Owner
Carrollton, Texas
at what they do, but who are also trustworthy and possess an extremely high level of integrity. It is my belief that in Mark Czech
you will find exactly that type of person."
Randy S.
Business Owner
Carrollton, Texas