Concierge CFO Services.

Meet Our Team

C-Suite Executive Experience

About Erica Vogt, President and CEO

Erica Vogt has been a Certified Public Accountant (CPA) for twenty years. She began her career as a CPA with BKD, LLP.

She moved to China for three-and-a-half years as a member of the faculty of Guangxi Normal University, where she administered middle school scholarship programs and set up adult literacy programs.

She later returned to the United States and her career as a senior financial and operations executive. She has set strategy and authored strategic and operational plans and department and organization-level policies and procedures manuals.  Additionally, Erica has managed financing needs from simple lines of credit to SEC-regulated, publicly-traded municipal securities.

Erica M. Vogt, Concierge CFO Consultant

Notable Accomplishments

Licensed CPA
Erica is an active member of the American Institute of Certified Public Accountants. She holds a baccalaureate degree in accountancy, a baccalaureate degree in business administration, and a master’s degree in accountancy from the University of Missouri and she is a licensed CPA in four states (two active, two inactive).
Significant Cost Savings
Saved $3 million dollars by restructuring the financing of facilities.
Capital Expenditure Strategy
Implemented a $4.8 million, three-year capital expenditure planning model developed to avoid infrastructure failures/outages by addressing deferred maintenance items and an aging IT network.
Fiscal Health Advocacy
Contributed to the fiscal health of all US-based small businesses by actively influencing national policy decisions surrounding the accounting treatment of the Paycheck Protection Program (PPP).
Fiscal Responsibility
Strengthened fiscal responsibility by being among the first in a service-based industry to implement a cost accounting model to determine direct and indirect costs associated with program delivery.
Administrative Oversight
Advanced equity within an organization by authoring a new administrative position and salary guide to standardize job titles, responsibilities, and compensation for all administrative functions.
Infrastructure Efficacy
Increased infrastructure efficiency by implementing new software modules/automation in selected departments.

Areas of Expertise

Strengthening Infrastructure Experience
Driving financial, HR, and operational improvements to strengthen organizational infrastructures in both for-profit and nonprofit environments.
Financial, Compliance, & Operational Experience
Overseeing treasury management, financial planning, budgeting, corporate accounting, finance, investments, compliance, accounts payable, purchasing, internal controls, risk management, insurance programs, information technology, federal funds, organizational security, facilities management, records management, veterans services, accounts receivable, payroll, employee benefits, corporate contracts.
Capital Construction Experience
Working in capital construction with strengths in fiscal management, strategic planning, and administration, as well as board management, administration, and reporting.
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Leadership and Management Experience

About Jesse Meyers

Jesse Meyers has been responsible for the successful operation of government, private, not-for-profit, and for-profit organizations for over 15 years. Upon completing his undergraduate studies, Jesse served for ten years as a Non-Commissioned Officer in the United States Army, training and executing the Army’s mission both stateside and overseas.

After his service, Jesse led in the tax compliance sector for the Iowa Department of Revenue, championing tax revenue programs and specializing in Individual Income, Fiduciary, and Inheritance tax programs. Jesse continued his leadership by overseeing accounts receivable, payroll, records management, risk management, internal controls, Federal funds, organizational security, compliance, budgeting, and information technology.

Additionally, Jesse has developed organizational strategy and operational growth through the development of organizational policy, procedures, and data analysis. Jesse’s leadership skills have enabled him to grow organizations while creating diverse, inclusive, and positive working cultures that motivate people to perform at their highest potential.

Notable Accomplishments

Lean Methodologies
Achieved an increase in equipment sales of $4 million dollars using lean methodologies to streamline programs.
Management
Supervised, coached, and trained over 400 employees in law enforcement tactics, techniques, and procedures; achieving 100 percent training compliance while with the US Army
Hiring Expertise
Recognized by the US Army as a Top Company Talent Acquisition Coordinator for 2014 and 2015.
Infrastructure Efficacy
Increased infrastructure efficiency by implementing new software and automation in multiple administrative departments reducing workflow processing time by approximately 40%.
Bad Debt Reduction
Implemented improvements in Accounts Receivable collections model resulting in a 96% reduction of bad debt expense.

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