Reviews

Google Reviews

Cameron Macleish
2024-10-28

Stars 5

Michelle is a great person who donated her time and expertise to assist our small nonprofit with some of our accounting needs. Highly recommend!

Bryon Kroger
2024-10-27

Stars 5

This team is incredible! After my CFO left unexpectedly, they helped us get caught back up, bridge the gap, and find a new candidate, all while navigating a switch in accounting firms, a treasury RFP/switch, AND an ERP implementation. They are incredibly knowledgeable, skilled, and easy to work with. I highly recommend them.

Robyn Keithley
2024-09-25

Stars 5

As VP of Operations at The William Stanley CFO Group, I’ve had the privilege of working with Michelle Delker for nearly a decade. Throughout this time, I’ve seen the significant impact we’ve had on businesses in Tampa and beyond. We specialize in fractional CFO services for high-growth organizations, helping them capture more cash, optimize financial strategies, and achieve sustainable growth. What truly sets us apart is the exceptional return on investment we deliver. Clients typically see around $1.5M in returns for every $100K invested. We are proud to be a leading Fractional CFO Firm, known for providing strategic financial leadership, optimizing cash flow, and driving cost containment. If you’re looking for a Fractional CFO in Tampa who can deliver measurable results and help your business thrive, The William Stanley CFO Group is here to support your growth.

JCT P
2024-09-08

Stars 5

Michelle’s contribution to our organization can be summarized in a phrase “Michelle knows what right looks like.” It’s my highest compliment. Only professionals that have well developed critical thinking skills, experienced successes and made them better - always improving - good is just a stepping stone to great and great is step towards the pursuit of perfection. A professional who has seen failures and quickly developed a new plan - avoiding the unforeseen problems of change. Through this Michelle has the ability to look at an organization’s services and define desired deliverables, look at the personnel, systems, processes and culture and determine - what it should look like - develop and implement a plan to timely get there without breaking what’s working. Michelle is truly a unique professional.

Eric Ritter
2024-08-26

Stars 5

We recently teamed up with The William Stanley CFO Group, a top-tier fractional CFO firm here in Tampa, for a comprehensive financial diagnostic. As a fast-growing digital marketing agency, we needed clear, actionable insights to make smarter decisions that boost profitability and improve cash flow. Michelle and her team delivered exactly that with detailed insights and practical recommendations we could implement right away. If you’re looking for expert fractional CFO services or outsourced CFO support in Tampa to optimize your financial strategy, I can’t recommend The William Stanley CFO Group enough. Their depth of financial knowledge and genuine commitment to client success are second to none. Thanks to their guidance, we now have a clear financial roadmap that’s set us up for continued growth and achieving our business goals.

Dalila Berry
2024-08-03

Stars 5

Reliability, Integrity, Dedication. Just a few of the words that come to mind when I think of The William Stanley CFO Group and their amazing CEO, Michelle Delker. Whether a distressed company in need of emergency action or an industry leading enterprise, The William Stanley CFO Group’s dedication to finding bespoke and innovative solutions for their clients exemplifies their leadership in this field, and I look forward to working with them for years to come.

Bill Glynn
2024-07-31

Stars 5

Small businesses simply do not have the resources to access the highly focused skill level that Michelle and the William Stanley CFO Group provide. The long-term partner approach gives owners the extended resources that high growth or challenged companies need to move forward to achieve or exceed goals. If you are concerned that the operations component of your business is holding you back, you owe yourself a conversation with this incredible team.

Dan Soviero
2024-07-30

Stars 5

Top-notch people. Incredibly friendly atmosphere. This is a highly talent dense boutique firm that you want on your team!

Dolly Ferraiuolo
2024-07-01

Stars 5

If I could give more stars I would! What a fantastic company led by inspirational and knowledgeable #GirlBoss's We are so incredibly lucky to have worked with William Stanley for our recent diagnostic evaluation. We feel more supported and motivated than ever!

Erica
2024-06-28

Stars 5

I have had the pleasure of working with The William Stanley CFO Group for several years, and their services have been nothing short of exceptional. As an LCSW and owner of Pro Therapy Plus, I have encountered many so-called fractional CFOs who primarily offer bookkeeping services rather than true strategic advisory. However, The William Stanley CFO Group stands out distinctly in this regard. Their partnership has been instrumental in providing valuable insights that have propelled my business forward. The time spent looking at our books and numbers resulted in several, doable ways to increase revenue and productivity. They also invest deeply in relationships, which has built an incredible depth of knowledge about my business. This personalized approach has allowed them to serve as a comprehensive partner, addressing not just the financial aspects but also contributing to the overall strategic direction of my practice. Simply put, they offer the best fractional CFO services in Tampa. If you're looking to take your business to the next level, they're the partner for you. Their commitment to understanding the unique needs and challenges of my business has been evident in every interaction. I highly recommend The William Stanley CFO Group to any business seeking a true partner in growth and financial strategy. • Erica DuPont, LCSW Owner, Pro Therapy Plus

David Mastrorio
2024-06-07

Stars 5

I’ve had a firsthand opportunity to see what Michelle and her team can do for business owners. With her knowledge and expertise she’s helped mutual clients maximize revenue and cash flow, while also effectively managing expenses and tax consequences. Michelle is the expert, is a true professional, and cares deeply about the entrepreneurs she partners with. Whether you’re trying to improve profitability, navigate growth opportunities, have more predictable cash flow, or all of the above, Michelle and her team can help you get there. I’d highly recommend The William Stanley CFO Group.

John Czaika
2024-05-31

Stars 5

I have thoroughly enjoyed working with Michelle as she guided and mentored our company on its financial journey. From day 1, we had clearly retained a trustworthy financial expert and strategic financial leader. She brought a fresh perspective to our start-up/scale-up, highlighting key areas we needed to address. Her actions have directly impacted the way we attacked the problem and contributed to our course correction - all while bringing a smile to everyone she met. Michelle can light up a room with her fun, witty personality. She can take a complex and intimidating topic and turn it into something everyone in the room understands. I am lucky to have crossed paths with her and hope to work with her again.

Arthur Kim
2024-05-22

Stars 5

Michelle gets results, plain and simple. She can take a collection of concepts, financial requests, and ideas and turn them into specific actionable financial and operational strategies with a clear and concise roadmap. Michelle brings a focused yet collaborative approach; she offers invaluable advice, strategic input, and practical implementation for startups, companies, and organizations, including board-level guidance. She is extremely effective at putting structure around financial and operational problems and objectives. Michelle helped organize and refocus the efforts of an underwritten credit undergoing a strategic and financial turnaround during COVID. I observed firsthand Michelle’s effective communication - to clearly explain critical nuances of the business during a key site review. She was highly attuned to financial requirements and shifting credit priorities. Our confidence in Michelle’s command of the Company's financial and operational aspects was one key factor influencing our credit approval decision. She’s particularly effective because of her prior experience as a CFO and working for large clients across multiple industries. Michelle assembles teams that can carefully listen and tackle accounting and financial challenges and strategic goals. I highly recommend small and medium-sized businesses at any stage to get involved with The William Stanley CFO Group to grow and benefit from her knowledge-driven and disciplined approach.

Tracie Gari
2024-03-21

Stars 5

I have had the pleasure of working with Michelle in many capacities over the past several years and recently on a consulting project with William Stanley. As always, the services offered were over and beyond expectations. I would highly recommend their services and look forward to working with Michelle and Robyn again in the future.

Liane Caruso
2024-03-06

Stars 5

I have had the pleasure of working with William Stanley CFO Group through a mutual client. The team is one of the smartest teams I've ever had the pleasure of working with. They provide detailed insights, recommendations, projections and assessments that are in line with goals and objectives of the business. I highly recommend working with Michelle and her team if you are looking for the best in the business and I'm not just saying that. It's an honor to work alongside this company and team.

Mindy Powell
2024-01-19

Stars 5

I highly recommend Michelle and team for their unparalleled financial acumen, strategic vision, and executional know-how. Michelle’s genuine curiosity, contagious enthusiasm, and uncanny ability to ask insightful questions makes her the perfect strategic collaborator for entrepreneurs. Whether your aim is to identify potential cost savings, determine alternative pricing strategies, or pinpoint new revenue sources, Michelle’s deep experience and ability to grasp a variety of business models results in tangible, actionable opportunities to grow your business.

Micha Seal
2024-01-16

Stars 5

"The William Stanley CFO Group has been the ultimate partner. While the financial piece, establishing a budget and robust monthly reporting package, was a given, the real surprise for me was the breadth of their services, and their unwavering dedication to my organization's success. A phenomenal culture fit, The William Stanley Team believed in Watermelon Swim’s Mission, and championed its Vision and Values, building a customized plan to facilitate meaningful improvements. Beyond the typical finance function, including establishing a plan to optimize enrollment, maximizing revenue, the William Stanley Team provided valuable insights and expertise, assisting Watermelon Swim with an operational restructure, expansion planning and financing, risk management, and long term wealth management. With careful planning, and a keen eye on execution, Watermelon Swim has realized multiple efficiencies, optimizing profitability while positioning for our next level of success. " Micha Seal, CEO

Crystal Lazar
2024-01-13

Stars 5

Working with The William Stanley CFO Group has been a game-changer for our nonprofit. From the moment we began our collaboration, I felt a burden being lifted. Michelle’s deep expertise in financial management and strategy illuminated our organization's financial situation with unprecedented clarity. Her insightful explanations demystified complex financial concepts, enhancing our decision-making process. Thanks to their guidance, we're confidently navigating towards greater community impact and financial sustainability. I wholeheartedly recommend The William Stanley CFO Group to any nonprofit seeking to enhance their financial acumen and significantly boost their mission's reach and community impact.

Chelsea Drinkard
2023-12-12

Stars 5

The William Stanley Group is one of a kind focusing on the vision of a company and how the numbers can take you there. Intentional, strategic and results are three words I would use to describe the firm. I absolutely recommend.

Doug Reller
2023-12-03

Stars 5

I’ve known Michelle Delker for several years and observed her exceptional performance as a Chief Financial Officer (CFO). With almost 20 years of finance management experience and an executive training at Wharton, Michelle possesses the impressive academic background and extensive practical knowledge propel companies to perform at maximum financial effectiveness. She has worked with both Fortune 500 companies and private sector organizations, and I have seen Michelle demonstrate her ability to identify and resolve common financial challenges across diverse industries. Her leadership skills grow lean finance teams, provide clarity amid competing priorities and foster growth opportunities for organizations ranging from startups to large enterprises. Michelle's strategic vision and adaptability make her an invaluable asset. Her commitment to excellence and deep financial acumen qualifies her for the role requiring a visionary CFO capable of driving financial strategies towards success.

Claire Enick
2023-11-27

Stars 5

I've worked closely with Michelle Delker over the past decade and would highly recommend her to any management teams looking for an experienced, capable CFO. Michelle is skilled in leading finance teams and developing actionable, long-term strategic plans. She has first-hand experience with structuring credit facilities, building scalable banking and software platforms, and managing and forecasting cash flow. Michelle is an excellent communicator and listener. She immerses herself in the companies she supports and quickly learns how to help these businesses realize their full potential. I am confident the William Stanley CFO Group would bring valuable leadership, insight and strategic direction to your business.

Matthew King
2023-11-15

Stars 5

Michelle is a true GameChanger in the CFO realm providing amazing insights at each touch point.

Nicholas Scarsella
2023-11-13

Stars 5

Michelle and Robyn are great resources for any business! Highly Recommend as a Happy Customer!

Tax Mitigation

Industry: Undisclosed

Annual Revenue: $14M

Annual Cash Flow Improvement: $700k

Annual Engagement Fee: $150k

Situation: CPA Prepared Status Quo Tax Return

What We Did:

  • Proactively Adjusted Legal Structure, Allowing Consolidated Offset of Gains & Losses
  • Identified Impending Bonus Depreciation
  • Liaised with Tax Accountant, Advising of Changes & Tax Mitigation

Results: YoY Improvements

  • Mitigated Tax Burden by $700k
  • Improved Cash Flow by $700k

Strategic Realignment

Industry: Real Estate

Annual Revenue: $400M

Annual Net Income Improvement: $2.5M

Project Based Engagement Fee: $90k

Situation: Lack of Departmental Alignment, Resulting in Delayed and Inaccurate Financial Statements.

What We Did:

  • Restructured Finance & Compliance Departments
  • Refined Processes & Procedures
  • Optimized Month End Close Cycle
  • Positioned for Impending Expansion

Results: YoY Improvements

  • Aligned Resources with Strategy
  • Built Scalable, Sustainable Infrastructure
  • Optimized Close Cycle, Producing Timely, Accurate, & Actionable Financial Statements (45 Day Close to 15 Day Close)
  • Diversified Holdings, Winning Highly Profitable Line of Business

Pricing Strategy Redesign

Industry: Undisclosed

Annual Revenue: $11M

Annual Net Income Improvement: $440k

Project Based Engagement Fee: $50k

Situation: Lost Revenue Due to Billing Methodology

What We Did:

  • Identified Deficiency in Billing Structure
  • Developed Strategy for New Model, Aligning Billing Practices with Enterprise Mission
  • Facilitated System Integration

Results: YoY Improvements

  • Increased Annual Revenue, $440k
  • Improved Predictability, Eliminating Volatility
  • Enhanced Customer Satisfaction, Providing Convenience and Transparency

Health Ins Transition

Industry: Healthcare

Annual Revenue: $150M

Annual Net Income Improvement: $1.5M

Project Based Engagement Fee: $75k

Situation: Prohibitively Expensive Health Insurance Renewal

What We Did:

  • Researched Alternative Solutions
  • Worked with CEO, HR, & Risk Partner to Develop Alternative Plan
  • Established Plan of Action
  • Executed

Results: YoY Improvements

  • Transitioned to Sustainable, Self Funded Program Resulting in Affordable Renewal
  • Provided Cost Effective, Comprehensive Care Options to Employees, Ensuring Access to Affordable Healthcare
  • Facilitated ACA Compliance, through Equitable Cost Sharing
  • Reduced Annualized Health Expense by $1.5M

Multi Year Audit

Industry: Healthcare

Annual Revenue: $100M

Annual Net Income Improvement: $4M

Project Based Engagement Fee: $80k

Situation: Out of Covenant Compliance Due to Delayed Audit (2020 - 2022)

What We Did:

  • Developed Order of Magnitude
  • Level Set Expectations
  • Established Plan of Action
  • Executed
  • Positioned for Refinance

Results: YoY Improvements

  • Facilitated Strategic Alliance Between Client and Audit Partner
  • Garnered Clean, Unqualified Audit Opinion for 2020 - 2023
  • Brought Client Back into Compliance with Lender
  • Reduced Annualized Interest Expense by $4M

Funding for Footprint Expansion

Industry: Undisclosed

Projected Annual Revenue: $15M

Annual Net Income Improvement: NA

Annual Engagement Fee: $120k

Situation: Funding Required for Footprint Expansion

What We Did:

  • Evaluated Financing Options
  • Created Multi Year Roadmap, Developing Operational & Financial Milestones
  • Presented Plan to Banking Partner
  • Negotiated Credit Limit & Terms

Results: YoY Improvements

  • Positioned for Growth, Procuring Funding Required to Grow Footprint by 20%

Capacity Optimization

Industry: Education

Legacy Annual Revenue: $8M

Annual Net Income Improvement: $1.5M

Annual Engagement Fee: $120k

Situation: Well Established, Multi Location Enterprise; Operating Below Optimal Capacity

What We Did:

  • Identified Optimal Capacity
  • Solidified Scalable Infrastructure
  • Established Growth Plan
  • Created 1, 3, 5 Year Forecast with Expansion Plan
  • Established Financial & Operational Reporting Tools

Results: YoY Improvements

  • Enrollment, 28%
  • Revenue, 100%
  • Total Net Income, 150%

Business Optimization

Industry: Hospitality

Annual Revenue: $10M

Annual Net Income Improvement: $500k

Project Based Engagement Fee: $50k

Situation: Resource Optimization

What We Did:

  • Evaluated Infrastructure
  • Instituted Productivity Expectations
  • Established Plan of Action
  • Executed

Results: YoY Improvements

  • Right Sized Infrastructure, Resulting in Scalable, Sustainable Footprint
  • Aligned Revenue & Productivity Levels, Ensuring Efficient Operations
  • Eliminated Operating Losses, Resulting in Net Profit

LOC Refinance & Business Optimization

Industry: Technology

Annual Revenue: $20M

Annual Net Income Improvement: $600k

Annual Engagement Fee: $120k

Situation: Technology Enterprise Requiring Capital for Future Growth

What We Did:

  • Evaluated and Translated Operational Performance, Determining Capital Required to Support Growth Plan
  • Developed Enterprise Wide Budget, Incorporating Synergies from Segment Diversification
  • Created Multi Year Roadmap, Developing Operational & Financial Milestones
  • Right Sized Infrastructure
  • Negotiated Credit Limit & Terms

Results: YoY Improvements

  • Positioned for Growth, with Scalable, Sustainable Infrastructure
  • Increased ABL LOC 300%, Supporting Segment Diversification, Increasing Maximum Transaction Size
Conversion Cycle Optimization

Conversion Cycle Optimization

Industry: Manufacturing

Annual Revenue: $10M

Cash Velocity Improvement: $750k

Project Based Engagement Fee: $25k

Situation: Manufacturing Enterprise with Bloated Conversion Cycle

What We Did:

  • Analyzed & Optimized Inventory Levels, Re-Aligning Balance Composition
  • Developed Robust Cash Flow Forecasting Model, Identifying Surplus Funds Resulting from Conversion Cycle Optimization
  • Provided Comprehensive Financial Analysis & Recommendations, Resulting in Prudent Working Capital Management.

Results: YoY Improvements

  • Shifted Inventory Model to Just in Time,
  • Enabled Strategic Investment of Surplus Funds, Resulting in Additional Earnings
  • Improved Cash Conversion Cycle from 85 to 50 Days

Contact Us

We’d love to hear from you so we can provide you with an experienced CFO perspective you can trust. Fill out the form or give us a call at (813) 710-9327. We’ll be in touch with you shortly to discuss your business needs.

    Tampa Bay Chamber Small Business of the Year Winner Startup

    1315 S Howard Ave Suite 201,
    Tampa, FL 33606
    (813) 710-9327

    Email:
    [email protected]

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