As you might expect, numbers are second nature to our team. We bring decades of financial and accounting expertise to the table, helping companies of all sizes unlock their potential.
With Heath Advisory, you get a trusted business advisor who can shed light on the numbers. We make complex issues accessible and actionable – so you can focus on the big picture.
Something that sets us apart? We’re not just number-crunchers – we’re business people at heart. We love to see companies grow.
We spend the time it takes to understand your business. We steep ourselves in your challenges, and your goals. As we integrate seamlessly with your team, you’ll benefit from our hard-won savvy and experience.
Another point of pride? We can communicate effectively with anyone, from big picture visionaries to no-nonsense investors to green-eyeshade accountants. Yes, it’s true: A CFO can actually be fun to work with.
Maybe you’re not yet ready for a full-time CFO. Or you have an interim CFO need. Or you need help, pronto, with outsourced financial oversight.
Think of us as a “plug-and-play” financial advisory. We tailor our offerings to fit your immediate needs. And we offer a breadth and depth of experience to achieve your strategic vision moving forward.
At Heath Advisory, we have a knack for clarifying and simplifying complex financial issues. That facilitates your decision-making, so you can lead your team with confidence.
The right financial leadership frees you up, so you can focus on what you do best.
WHAT IS A FRACTIONAL CFO?
Have your burning questions answered: What is a fractional CFO? How could an outsourced CFO benefit my company? How could this position us for growth?
We’re battle-tested. Our credentials and background give us an insider’s knowledge, as evidenced by our core competencies.
Chances are, we’ve overcome your current challenges before.
FINANCIAL
LEADERSHIP
FINANCIAL PLANNING
& ANALYSIS
CONTRACT
NEGOTIATION
COACHING
& MENTORING
RISK
MANAGEMENT
STRATEGIC
PLANNING
CLEAN-UP
& AUDIT PREP
Our team knows what it takes to run a profitable advertising agency.
Our founder oversaw operations and finance at the nation’s largest independent ad agency for the better part of 10 years. Let’s leverage that particular set of skills, and put your shop on a path to growth.
Good things happen when you get an outsourced CFO who gets business. Just ask our clients.
Invaluable Experience
Scooter is an accomplished financial executive with more than 15 years of experience. Before founding Heath Advisory, Scooter served as the Director of Operations and Finance at The Richards Group, the nation’s largest independent advertising agency. Scooter led the 22-member accounting and finance teams, negotiated major contracts with clients and vendors, handled the spin-off and integration of various affiliated entities, and oversaw the administration of the company’s health plan and $125 million retirement plan.
Scooter also served as a manager in the Private Company Services practice at PricewaterhouseCoopers, where he provided audit services to clients in the advertising, restaurant, manufacturing, and payment processing industries. He specialized in finding practical solutions to complex technical accounting matters, including leases, debt restructuring, and purchase accounting.
Business education. Business educator.
Scooter received his BBA in Financial Consulting and an MS in Accounting from SMU’s Cox School of Business, where he now teaches Accounting.
He is a CPA in the state of Texas and a member of the American Institute of Certified Public Accountants.
With Heath Advisory, you get a strategic partner and a right-sized CFO solution. Not to mention a seasoned financial executive who’s good with numbers – and people.
Get in touch, and let’s find your path to success.
A strategic role in overall financial and operational management, including an actionable reporting package.
We can help you refine the FP&A function to create a scalable approach to long-term planning.
With more than a half billion dollars’ worth of contract negotiation under our belt, we can help you evaluate risk – and opportunity.
Our founder, Scooter Heath, has taught at the college level for 15+ years. We have valuable business advice to offer.
We can identify areas of risk and develop ways to mitigate those risks, including oversight over insurance-related matters.
What’s your long-term vision? Let’s realize your aim with sharp analysis, strategic planning, and flawless execution.
We can get your books ready for their close-up, and offer assistance with your financial statement presentation.
An ongoing on-demand CFO role. Among our contributions: a job-costing model to evaluate the profitability of all client relationships.
We serve as a permanent part-time CFO, with a role in tax planning and compliance matters, contract negotiation, risk management, and FP&A procedures.
We helped them restructure their accounting department, with an ongoing advisory role for the controller and owners.
We developed a job-costing model – helping them to evaluate project profitability – that was implemented across their entire services division.
As a permanent part-time CFO and controller, we oversee employee benefit plans, established a FP&A process, and improved collection procedures.