“I put James in the top 1% of the CFOs I’ve worked with. I think he is fantastic at understanding the numbers, the process, and the business. He is also a thought partner for the CEO, who can sit in the room and participate in a conversation with a perspective that others don’t have. And that is absolutely huge.”

“James helped Planet lead several major initiatives to reduce expenses, raise finances, and build sales models. He succeeded very well in all these efforts. I really enjoyed working with James. I’d highly recommend him to anyone who needs CFO services similar to our needs.”

“James did more than “keep the lights on” while our Company conducted a 12-month search for a full-time CFO. He led our finance department, brought together a strong team, and drove a variety of cost-saving and financing-related projects. He worked effectively with our other executives, built relationships with key external parties, and became familiar with our business on a level that was far deeper than “just the numbers”. He communicates complex ideas and issues clearly and is also an excellent listener. Overall, he went above and beyond expectations for an interim CFO.”

“He saved my company money and helped us achieve greater revenues. What more could you ask for from a financial advisor? James listens, studies, cares and provides invaluable wisdom. But, most of all, he loves my business as much as I do.”