What our customers say about us

"Ed has the talent to frame the opportunities surrounding your business. He connects sound business principles to practice in a professional and pleasant manner. Our team respected his views because he understood the various departments along with the risks associated with them. Ed surrounded himself with an outstanding team. Their abilities to present financial information timely and accurately was the corner stone of our growth. Ed lived our culture and made our large club operation better."

- Mark A. Mongell

Director of Golf at Cherokee Town & Country Club

"Without the help of My CFO Plan and Ed’s leadership, I don’t know what we would have done. We were two weeks away from the start of audit field work and we did not have a CFO in place. We were staring down the barrel of a serious emergency. We called Ed and he quickly stepped into the role. He assessed our situation, took charge and worked diligently to close our gap. Ed managed the auditors and their work with the highest levels of professionalism and efficiency. Ed led the audit to completion with flying colors. I can honestly say that was one of the most challenging periods that I have confronted in my career. Without Ed leading the way our organization would have faced a significant crisis. For any organization that needs financial leadership I highly recommend Ed at My CFO Plan."

Michael Bradfield

GM/COO at Bay Colony Golf Club

I had the distinct pleasure to work with Ed during his time as the CFO at Grey Oaks Country Club in Naples Florida. As the Director of Retail Operations, I had the opportunity to work with Ed on a daily basis, and can say that I was extremely impressed with his motivation, professionalism and attention to detail and how he handled all of his responsibilities quickly and confidently. He was outstanding with the policies and procedures that he introduced with regards to inventory management, sales, costs, open to buy programs, budgets. He had an excellent rapport with the many people he worked with, as well as the membership of the Club. He was dependable, responsible, honest and courteous, quick to compliment, while direct yet respectful if he had any concerns. His knowledge of business, his expertise is financials, and his capacity to adapt to the environment of an operation that had recently changed the dynamics of ownership was a huge asset to the entire organization. I would highly recommend Ed to assist, direct and lead any business or corporation with their financial needs.

Gina Nelson

Director of Retail Operations

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