• Preparation of monthly, quarterly and annual financial statements

  • Management of accounting and finance team

  • Selection and implementation of software

  • Guidance on establishing and/or assessing banking relationships



  • Accounting system setup for new businesses

  • General ledger preparation

  • Financial statement preparation

  • Bookkeeping (Monthly/Quarterly/Annual)

  • Business tax return preparation (Sales & Use/Business Property)

  • Personal financial statements



  • Development of acquisition strategy and identification of acquisition targets

  • Due diligence and deal negotiation

  • Analysis and explanation of financial statement trends and variance to budget / forecast

  • Creation and presentation of customized reporting packages



  • Individuals

  • Corporations

  • Partnerships

  • LLCs/LLPs

  • Estates, trusts & gift

  • Not-for-profit organization


  • Discussion of when, where, and how cash needs will occur

  • Identify the best sources for additional cash needs

  • Setting effective collection and payment policies

  • Collecting overdue invoices

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  • Weekly, Bi-weekly, Monthly Payroll

  • Garnishments, benefits (Insurance, 401k, IRA deductions)

  • Payroll & LaborReports

  • Payroll Returns - Quarterly or Annually

  • Liason with Outside Payroll Providers as well as Federal & State Agencies

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John Rickard has 25 years of experience as a CFO and Controller for several small to mid-sized businesses.  After earning a B.S. in Accounting from the University of Maryland in 1983, John continued his education and graduated from Georgetown University School of Leadership Studies in 2001. In addition John expects to graduate from the Citadel Graduate School with a M.B.A.  with a concentration in Finance. He worked for nine years as a Senior Tax Accountant for Gannett Co, Inc. in Arlington, Va. Following Gannett, John was the Vice President and Chief Financial Officer of Cardinal Health Care. In this position, in addition to financial, sales and administrative responsibilities, he started a medical billing company, bought and sold medical practices, and instituted accounting and business practices to increase revenue.  For the past 6 years John has worked with Calvert and Company as Vice President. In this role, John was instrumental in the growth of Calvert and Company in the Charleston Market.

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“I have been partnering with John to support the Charleston small business community for 2+ years. John has proven to be a valuable resource to his clients. He is able to offer a variety of business services to customize and provide best fit his client's needs.” - Austin Haney, ADP

Contact Us to Get Started

(843) 790-4367 (office)
(843) 270-9534 (cell)

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