Mr. Thomas is a principal member and founder of CFO Advisors, LLC. He brings his expertise as Chief Financial Officer of over 30 restaurant & retail groups representing in excess of 2,000 locations to each of the firm's ongoing CFO advisory engagements.
With over twenty years of experience in working closely with multi-location groups, Ms. Potts' deep business expertise and skills in the practical and business application of data acquisition and cloud computing contributed to the development of the firms proprietary business intelligence system known as CFO Rapid Fire™ which is based in Tableau.
Chief Technology Officer
Mr. Mattar has over 27 years of experience in the information technology industry and has gained significant application design and development experience in areas ranging from the big iron mainframes of the 1980's to the tablet devices of today. His platform expertise includes IMS, JCL, COBAL, SAS, PHP, VFP, XML, VB, MSSQL, SharePoint, Excel, Web Expressions and ColdFusion.
Director of Marketing
Ms. Eppink is the primary face of our partner channel while also leading our efforts in expanding our CFO Advisory and Rapid Fire brands to a larger multi-unit audience across the country. Heather also assists our clients with coaching and mentoring their marketing staff where needed.
Director of Business Development
With over 20 years of progressive accounting experience and 9 years focused solely in the restaurant/catering industry, Katie leads our team to deliver a turnkey package of strategic financial expertise, streamlined financial reporting, analytics, and a full range of FP&A services through adoption of best in class cloud platforms. Katie partners with both the Ops Team as well as the Accounting Team to drive seamless strategic growth.
CPA, Sr. Financial Analyst
Ms. Grace is a leader providing our clients with updated financial forecasts and modeling, mentoring client controllers in restaurant best practices, reporting and GAAP compliance, as well as leading the charge in assisting companies with ongoing implementation of cloud based systems to streamline their accounting processes.
CPA, Director of Client Accounting
Ms. Koenig is a Certified Intacct Accounting Specialist and Staff Accountant for CFO Advisors, LLC. and its affiliate, Qlairity, LLC. She assists clients in their transition to Intacct, including training of their accounting staff in its use. She is also involved in short and long-term projects that arise.