Brian J. McAvoy, CFO, CPA, MBA
Certified CFO @ McAvoy Business Solutions LLC
About
I learned so much as an auditor at a Big-4 accounting firm, but something was missing ➡️ working relentless hours to help large companies check off a compliance item just was not fulfilling. I needed to know my skills were being used to help other business’ grow - and as a business owner myself, use the knowledge I’ve gained and my financial background to make an impact on my community.🎗️ 𝙏𝙤𝙜𝙚𝙩𝙝𝙚𝙧, 𝙡𝙚𝙩’𝙨 𝙪𝙣𝙡𝙤𝙘𝙠 𝙩𝙝𝙚 𝙛𝙪𝙡𝙡 𝙥𝙤𝙩𝙚𝙣𝙩𝙞𝙖𝙡 𝙤𝙛 𝙮𝙤𝙪𝙧 𝙨𝙢𝙖𝙡𝙡/𝙢𝙚𝙙𝙞𝙪𝙢-𝙨𝙞𝙯𝙚𝙙 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨 𝙤𝙧 𝙣𝙤𝙣𝙥𝙧𝙤𝙛𝙞𝙩 𝙤𝙧𝙜𝙖𝙣𝙞𝙯𝙖𝙩𝙞𝙤𝙣. I help small/medium-sized business owners and nonprofit leaders have growing, successful businesses. I also help leaders to stop wearing all the hats 🧢 in their business to achieve a much better work-life balance. 𝗔𝘀 𝘁𝗵𝗲 𝗯𝗮𝗰𝗸𝗯𝗼𝗻𝗲 𝗼𝗳 𝗼𝘂𝗿 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝘁𝗶𝗲𝘀, 𝘄𝗲 𝗱𝗲𝘀𝗲𝗿𝘃𝗲 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗹 𝗮𝗻𝗱 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝘀𝘂𝗰𝗰𝗲𝘀𝘀. I foster a safe space with my clients to honestly and collaboratively discuss what is working and not working in your business. Most importantly, I will provide CLEAR, SIMPLE, ACTIONABLE advice on a consistent basis to help you achieve success. 𝐈𝐟 𝐚𝐧𝐲 𝐨𝐟 𝐭𝐡𝐞 𝐟𝐨𝐥𝐥𝐨𝐰𝐢𝐧𝐠 𝐫𝐞𝐚𝐬𝐨𝐧𝐚𝐭𝐞 𝐰𝐢𝐭𝐡 𝐲𝐨𝐮, 𝐈'𝐦 𝐡𝐞𝐫𝐞 𝐭𝐨 𝐡𝐞𝐥𝐩: ❓Not reaching your ideal clients? ❓Not getting the most from your team? ❓Not sure where all the cash you’re bringing in is going? 𝐓𝐨 𝐡𝐞𝐥𝐩 𝐚𝐜𝐡𝐢𝐞𝐯𝐞 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐬𝐮𝐜𝐜𝐞𝐬𝐬, 𝐈 𝐡𝐞𝐥𝐩 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐥𝐞𝐚𝐝𝐞𝐫𝐬 𝐰𝐢𝐭𝐡: ✅ Part-time CFO services ✅ Streamlining operations 📲 ✅ Managing teams and structuring compensation 👏 ✅ Small/medium-sized business accounting and tax services🧾 ✅ Personal financial guidance 𝐓𝐡𝐢𝐧𝐠𝐬 𝐦𝐲 𝐜𝐥𝐢𝐞𝐧𝐭𝐬 𝐬𝐚𝐲 𝐚𝐛𝐨𝐮𝐭 𝐦𝐞: 📌 "We have been using McAvoy for over 30 years...and could not be more satisfied with the service that we have received over the years, and we cannot say enough good things about the entire McAvoy team. They deliver great work in a timely manner, all at an excellent value.” - David P. 📌 "Great people to work with - always willing to help and make the process easy. Very responsive to my questions (of which I always have many). I've worked with both Brian and Jean, and they are truly excellent professionals!” - Tim J. 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗳𝗼𝗿 𝗼𝗻𝗲 𝗼𝗳 𝗼𝘂𝗿 𝗳𝗿𝗲𝗲 𝗠𝗮𝘀𝘁𝗲𝗿𝗰𝗹𝗮𝘀𝘀𝗲𝘀 𝗮𝗻𝗱 𝘀𝘁𝗮𝗿𝘁 𝘁𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 📆: mcavoybusinesssolutions.com/book-online Email: brian@mcavoybusinesssolutions.com Website: mcavoybusinesssolutions.com
United States
New York
Management Consulting
Part-Time CFO Services, Small Business Consulting, Certified Public Accounting, Nonprofit Organizations, Profitable Growth, Business Growth Strategies, Non-Profit Accounting, Non-profit Management, Profit Analysis, Non-profit Consulting, Revenue & Profit Growth, Bookkeeping, Business Planning, Business Development, Business Strategy, Small Business Tax, Small Business Financial Management, Small Business Management, Financial Planning, Payroll Taxes
Experience

Certified CFO
New York, New York, United States
At McAvoy Business Solutions, help business owners and nonprofit leaders have GROWING and MORE PROFITABLE organizations. Prior to working with us, many of our clients say: ✔️ "I want to grow my business but it’s going very slowly." ✔️ "I’m working 12 hours a day just to keep my business afloat." ✔️ "I get monthly financial statements and all I do is look at the bottom line to make sure I’m profitable." ✔️ "I want to buy a house/start a family but my business just isn’t profitable enough." We guide business owners on how to have a growing and more successful business by following the profitability formula: 1️⃣ Annually, we’ll set targets for each of the key drivers of profitability and cash flow. 2️⃣ Using the prior 24-months of financial data, I’ll forecast how the business is tracking against the targets. 3️⃣ We’ll determine what’s working best and what is stopping the business for achieving its full potential. 4️⃣ Together, creatively and collaboratively, we will work together to create a plan and most importantly, TAKE ACTION. After taking action, my job is to track and ensure that the plan is working. 5️⃣ Achieve the full potential of your business! 𝗖𝗹𝗮𝗶𝗺 𝘆𝗼𝘂𝗿 𝘀𝗽𝗼𝘁 𝗮𝘁 𝗮 𝗠𝗮𝘀𝘁𝗲𝗿𝗰𝗹𝗮𝘀𝘀 𝘁𝗼𝗱𝗮𝘆: https://www.mcavoybusinesssolutions.com/book-online

Accountant
Randolph, New Jersey
𝔸𝕣𝕖 𝕪𝕠𝕦 𝕗𝕖𝕖𝕝𝕚𝕟𝕘 𝕒𝕟𝕪 𝕠𝕗 𝕥𝕙𝕖 𝕗𝕠𝕝𝕝𝕠𝕨𝕚𝕟𝕘 𝕨𝕒𝕪𝕤: ➡️ "I don’t think my accountant is looking out for my best interest to ensure I’m minimizing my taxes while remaining compliant with all the rules." ➡️ "I keep getting notices from the IRS for taxes owed and for filings they claim I haven’t made. My accountant isn’t helping me understand why these notices keep coming." ➡️ “The only contact I have with my accountant is after I provide them all my backup and they’ve finished preparing my tax returns." ➡️ "My accountant doesn’t seem to have enough time to provide me with any actual guidance." At McAvoy CPA, not only will you get accurate financial and tax services, you have a communicative, proactive team by your side. All of our clients have an assigned accountant 𝘼𝙉𝘿 Certified Public Accountant working on their account. In addition to keeping you compliant, we provide financial guidance and develop affordable, personalized packages that respond to the unique compliance and operational complexities facing each of our clients. 𝔽𝕠𝕣 𝕤𝕞𝕒𝕝𝕝/𝕞𝕖𝕕𝕚𝕦𝕞-𝕤𝕚𝕫𝕖𝕕 𝕓𝕦𝕤𝕚𝕟𝕖𝕤𝕤𝕖𝕤 𝕒𝕟𝕕 𝕟𝕠𝕟𝕡𝕣𝕠𝕗𝕚𝕥 𝕠𝕣𝕘𝕒𝕟𝕚𝕫𝕒𝕥𝕚𝕠𝕟𝕤, 𝕨𝕖 𝕠𝕗𝕗𝕖𝕣: ▪️ Financial/tax planning services ▪️ Financial statement preparation, compilation, review or audit procedures (specializing in nonprofit organizations that need to comply with the New York Attorney General rules and regulations) ▪️ Bookkeeping services ▪️ Tax preparation, including income tax, sales/use tax, and payroll tax compliance services ▪️ Business valuation services 𝗕𝗼𝗼𝗸 𝘆𝗼𝘂𝗿 𝗳𝗿𝗲𝗲 𝗰𝗼𝗻𝘀𝘂𝗹𝘁𝗮𝘁𝗶𝗼𝗻 𝘁𝗼𝗱𝗮𝘆: https://calendly.com/d/g3z-38d-5rm

Finance Manager
Greater New York City Area
In my time working at Bank Leumi, I gained instrumental knowledge about the operations of a mid-sized company in New York City. I was responsible for implementing internal controls and processes in line with the Sarbanes-Oxley at the Bank, which I use every day in helping guide my small/medium-sized business and nonprofit organization clients to success!

Associate/Senior Associate, Alternative Investments and Private Company Services
Greater New York City Area
PwC was the springboard for my career. By providing audit and other financial statement services to dozens of clients in varying industries, I obtained a deep knowledge of accounting and financial statement analysis in this position. Additionally, I saw a plethora of ways companies were run, seeing what worked in many cases and what did not work in others. Managing teams on each of these engagements helped me develop my leadership skills which I use daily with my team at McAvoy CPA and with my clients in helping them unlock the full potential of their teams!
Brian J. McAvoy, CFO, CPA, MBA's Contact Information
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