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Testimonials

With his skills and experience in healthcare finance and accounting, Richard was able to bring a sense of stability to the company’s financials. His contribution managerially and willingness to creatively participate in determining the company's strategic direction is nothing short of stellar. Both personally and professionally, I always look forward to working with him.

Joy Silver

Aging Issues and Housing Consultant: SilverSenior Living Democratic CA State Senate Candidate

November 13, 2014, Richard worked with Joy in the same group

Richard is a highly skilled financial professional, possessing both a wide range of experience to function as a Chief Financial Officer, and the pragmatic business acumen to bring value to a companies operating business model.

David Morrow

Managing Director

August 16, 2013, David was a client of Richard’s

Richard has added an incredible dimension to my business process. His network of diverse professionals have enriched the way we view and measure success.

Reche Kirkland, Sr

Reche Kirkland, Sr

president, bkm resources, inc. global chemicals

May 12, 2012, Reche was a client of Richard’s

Rich is a man of very high integrity who pays attention to every detail in an effort to maximize positive outcomes. He performs an in depth analysis of the situation and offers the correct solutions for solving the problem.

Most importantly, Rich follows up on the proposed plans and continued success of the organization.

Jim Yondura

Jim Yondura

Administrator at Advanced Surgical Institute

December 16, 2011, Jim was a client of Richard’s

Reliable and knowledgeable CPA who has special expertise in Ambulatory Surgery Centers as well as businesses that require restructuring. I have recommended Rich to my clients as well hired Rich for my firm's special projects. Strongly recommend Rich for any financial project or role.

Frank J. Convertini

Frank J. Convertini

Financial Adviser at Cetera Financial Specialists LLC

January 30, 2011, Frank J. was a client of Richard’s

Richard Sherman worked with our company for many years. He was an extremely valuable asset when difficult situations arose. Rich was very dependable, and always looked out for the good of the company. I would recommend Rich to anyone who needed a professional financial officer.

Brent Wohlers

Brent Wohlers

Vice President of Sales at Hawk Graphics

November 10, 2010, Brent was a client of Richard’s

Rich is a true professional. He always has his clients best interest in mind. In these difficult times, owners and upper management may need top notch financial experience, but not be able to afford to hire an executive level CFO on a full time basis. Rich is the solution. He will work within a companies need for guidance and their always be mindful of their budget. I have seen first hand the impact Rich can have on a client. It's very impressive.

Joe Caso

Joe Caso

Independent Consultant

November 18, 2009, Richard worked with Joe in the same group

I have known Rich Sherman for 10 years and have worked with him in various capacities in the Ambulatory Surgery business. Rich has been my Director, my mentor, my friend, and now serves as our financial and operational consultant for the company I currently work for.

In the several projects we have worked on together, Rich was instrumental in orchestrating both the start-up and day to day functions of the business office areas, as well as providing oversight and guidance to the Administrator. His insight into operations got both projects off to a running start and kept them profitable over the years.

Rich’s background in Administration, Finance and general Business Operations has enabled him to consistently perform with expertise in such areas. He is quick on his feet and is adept at critical thinking and problem solving. He has always been dependable and trustworthy and promotes a true “team” environment. Rich is very smooth in his communication abilities, and is able to network easily with everyone he meets.

In the Ambulatory Surgery business Rich Sherman is very highly regarded for his knowledge, experience, and command of Administrative and Business operations. He has proven his abilities many times over. On a personal note, you couldn’t ask for anyone better to help start-up, oversee, or even rescue any business venture!

Teri Egitto

Teri Egitto

Administrator at Hudson Valley Center at Saint Francis

August 27, 2009, Teri was a client of Richard’s

It is a distinct pleasure to recommend to you my esteemed business associate Richard Sherman. In my capacity as their insurance and risk manager of a printing operation, I worked closely with Richard who was hired to manage the financial affairs of the organization. I have worked closely with Richard for more than five years.

As the financial officer, Richard had single handedly found ways to save money and improve cash flow for his organization. Through Richard's direct manor he was able to see beyond the smoke and mirrors and to get at the heart of the many issues relative to the varied problems we face as business owners. He used this same approach with me as the insurance provider and I think the firm has enjoyed many years of competitive rates and comprehensive insurance thereby a win / win situation for all.

Like most organizations they are organized with departments and various functions, Richard is able to communicate at the top management level as well as all other levels in the organization and gain respect with everyone. That is he understands how to communicate and relate with all department levels. I believe it is Richards's zest for life and his variety of interests that allows him to relate to people in many ways on many levels. Richard's business skills have saved the day on more than one occasion.

I could continue on with more glowing accounts of Richard but I recommend to those interested that this is one call you must make and meet with him in person. He knows what he is doing and he will save your company a lot of money in the process. You will not be disappointed.

Sincerely,

David Quinn, CIC, ARM, CRM

NAESIP, LLC

President

David Quinn

David Quinn

President, NAESIP, LLC

July 17, 2008, David reported directly to Richard

I have worked with two of Richard's clients. The striking thing is that the financial and operating situation improved after he was engaged by each company. While Richard has strong CFO capabilities, he also has an excellent business sense and quickly becomes a trusted advisor for non-financial aspects of the buisness. I have referred Richard to my clients and will continue to do so.

Richard Conroy

Richard Conroy

Partner at Beechwood Capital Advisors

May 6, 2008, Richard worked with Richard but at different companies