Full Testimonials

Our clients, alone, have authoritative voice in speaking of our work.


Note that many testimonials below reference our prior name, FMA or

Financial Management Associates. learn of our name change here.

A true extension of our leadership team

"In 2015, Pearl Technologies transitioned from a subsidiary to a stand-alone business. As President of this equity-backed company, I had to restructure it to operate on its own. In particular, I needed financial leadership to quickly implement robust financial processes and reporting. We were positioning the company for aggressive growth and I needed a high-level CFO. Our revenue level, however, didn't allow for such a profile, full-time.


Financial Management Associates provided the perfect remedy. We retained them and Bill Krause part-time, which made it affordable. Bill was instrumental in the restructuring, day-to-day operations and our value creation planning. We utilized FMA and Bill’s talents for 4 years until we merged the company with another entity. During that time, they were always available even on "off days". They were considered by our employees as a member of the leadership team. The deep experience and knowledge provided made for a terrific partnership that I would welcome again in a similar situation."


Laurent Cros, former President

Pearl Technologies Inc.


Crucial guidance during our growth phase

“FMA came into our organization at a critical time in our growth. Their guidance was crucial to our development of critical financial controls and projections. FMA worked incredibly well with our limited resources, provided significant value and most importantly ensured we invested in the right direction. Beyond that, FMA integrity is beyond reproach and they are an absolute pleasure to work with.”


Brian Nicholson, Owner

Red Jacket Orchards


From maintaining the status quo to a clear path for growth

“….I recommended Bill and his organization to a long term Business Banking client in the manufacturing industry. The business was functioning successfully but lacked a defined financial management system. Bill stepped in as a part time CFO and provided the analytical tools to help define a strategic plan from pricing, manufacturing processes, to a system of controls and results evaluation. The net result of this relationship was a business that evolved from maintaining the status quo, to defining a path for growth and profitability…”


Will Zenaty, former V.P. Business Banking

Key Bank


Financial and cost visibility to prevail through a recession

“Bill and FMA are very effective financial management advisors. Bill set up a costing system for my manufacturing company along with improving numerous reports to give me better visibility to the finances of the business. FMA advice was excellent and the knowledge helped guide me through a very difficult recession. I highly recommend Bill and FMA’s work.”


Andy Nolan, former President

Steiner Technologies, Inc.


Integrity, investment in team success

“I would like to express to you what a pleasure it is to have you on board here @ K&H.

 

You bring a great deal of valuable knowledge and experience to the team which you are always willing to share, always show that you are invested in the success of the company, consider yourself a member of the team, have an ethical quality that is hard to come by these days (I hugely admire this) and have a pleasant demeanor that is welcomed in the office area. I consider it a privilege and blessing to know you on a professional and personal level here in the K&H world!”


Cheryl VanSon, Office & Accounting Manager

K&H Precision Products, Inc


True financial experts and an outstanding resource

“My company has used Bill and FMA for over 2 years. They are truly financial experts and an outstanding resource for small to medium-sized businesses that are interested bolstering their financial analysis, reporting and projections.”


Fred Sarkis, President & CEO

PharmaSmart International, Inc.


Growth enablement, leadership for the long haul

“FMA has helped grow my fabrication business from 15 employees thru 70 employees and eventual sale. Their expertise was used every step of the way. The variable, part-time service has the flexibility we need as our business changed thru the years. As we just started another company, we will use FMA again when the time is right.”


David Tierson, former Owner

Webster Precision Fabrication


From cash flow emergency to stability in 60 days.

“FMA was hired to help our business through some tight cash flow challenges due to our seasonal business and the acquisition of a garden center. Immediately, an effective process was put into place for planning and managing cash flow. Within sixty days, important new financing was secured, as part of the plan. With FMA’s continuing guidance, one year later, we have positive cash flow and a plan to continue on this road to success. Just as important, my time has been freed to more effectively manage the business. …I recently relayed this story to a friend. Please always use me a reference. Your help was life changing.”


Laurie Broccolo, Owner

Broccolo Group / Broccolo Lawn and Landscape


Vital identification and focus on profitable activities

“FMA helped us sort through our financial picture and organize it in a way that would help us be more effective and profitable. …. identified the most profitable areas of the business and were a critical part in planning the financial future.”



Brian Ludwig, former Operations Manager

Pace Window & Door


Valuable insights, tangible guidance, lasting organizational value

“We were blessed to have Bill assist us in financial management matters. He provided a great deal of insight and guidance that added lasting value to our company. His impact is still felt years later from all his good work.”


Mike FitzGerald, President

FitzGerald Brothers Transportation


Accomplished more than any full-time CFO we’ve had

“Infused CFO Works has been a total value to K&H the entire 8 years with us. They did for us in a part-time basis much more than any full time CFO we’ve had.”


Steven Hogarth, retired President & Owner

K&H Precision Products Inc.


Practical business judgment. Clear, straightforward communication

"Bill and Infused CFO Works have been a critical part of our success at K&H since 2018. They've been instrumental in funding efforts, supported me through the purchase of the business, and are still someone I regularly lean on for financial, business, and upper-management decisions. Infused CFO Works brings strong financial expertise, practical business judgment, and clear, straightforward communication, and they’ve been a trusted advisor and true partner every step of the way."


Colin Hogarth, Owner

K&H Precision Products, Inc.