On-Demand CFO Services to Startups
Accelerating Dreams
Finance for Seed through C+

About Us

Small, growing companies are often the most in need of expert financial guidance, but do not find it cost-effective to hire a seasoned, full time CFO.

Burkland Associates offers these companies part time CFO services, enabling senior management to meet or exceed their goals by utilizing our expert strategic planning, financial modeling, operations development and fundraising assistance.
Sharing passion for excellence, Burkland’s team of proven professionals has experience in a wide variety of industries.

What We Offer

The services offered by Burkland Associates are tailored to suit the specific needs and budgets of each or our clients. Typical areas of assistance include:

  • Assistance with fundraising

  • Strategic business planning

  • Financial and business modeling

  • Budgeting and forecasting

  • Cash management

  • Development, implementation, and management of accounting processes and procedures

  • Financial Report Preparation and Presentation

  • Optimization of A/R and A/P to maximize cash flow

  • Vendor negotiations

  • Investor and Board of Directors meetings and presentations

  • Other non-financial CFO duties such as generalist HR and Legal

A Sampling of Clients

From self-funded startups to established multi-national corporations, Burkland Associates provides the leadership, skill and experience needed to propel each partner company to the top of their market.
Burkland Associates’ past and current clients include some of the most innovative companies in the Bay Area.
Below is a sample of such clients.

Testimonials

“As an early stage company, Burkland Associates assistance has been critical to our initial success.”    

Casey Ryan, Gamut Labs

“Burkland Associates identified our most profitable business opportunity and is our best investment to date.”

Timothy Childs, ClearGrape

“There are many great firms out there that can provide outsourced CFO, HR or accounting services at a fair cost that will save you a lot of time.”

Jared Kim, Forbes Magazine Article

The Team

Jeff Burkland

Jeff Burkland, founder of Burkland Associates, has over 20 years of strategic and tactical financial management experience.

Adept in business plan development, fundraising, financial modeling, management reviews, strategic planning, and process improvement, Mr. Burkland has shaped and managed the financial function for numerous successful companies.

Jeff studied at Duke (BS Electrical Engineering) and Harvard Business School (MBA).

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Walt Spevak

Walt Spevak has over 25 years of business experience providing both start-ups and public companies with essential skills in pre-public company fundraising strategy development, strategic planning, market research, financial modeling and budgeting/forecasting.

Most recently he has worked with clients focused on both corporate employee philanthropy and mobile philanthropy, as well as companies in the online health and wellness space, mobile team productivity, consumer goods, video gaming community, cloud syncing and bitcoin money transfer.

Walt holds both a BA in Economics and an MBA from Stanford University.

Tim Cowart

Tim Cowart has twenty years of experience in corporate finance working for both start-ups and public companies within the U.S. and abroad.

Tim has provided financial and strategic advice to small and large organizations within the alternative energy, medical device, wireless, manufacturing, aerospace, online services, venture capital, public finance, and satellite telecommunications industries.

Tim holds an MBA from University of Southern California and graduated with honors with a BS in Finance & Accounting from Menlo College.

Karen Camp

Karen Camp brings over 20 years of successful executive financial and operations experience building high growth companies of international scope.

Karen has managed finance, accounting, FP&A, treasury, forecasting and budgeting, business development, HR, and operations and legal functions in enterprises ranging from start-ups to corporations with revenues of $230 million.

Karen holds an A.B. from Smith College and an M.A. from Middlebury College.

Keith White

Keith White has over 15 years of business experience at companies ranging in size from startups to the Fortune 500.

He has developed business & financial models, raised funding for startups, sized opportunities, analyzed competitive positions, managed business development and provided investor relations support. Keith has also served in a variety of functions including finance, business development, strategy, marketing and operations.

Keith holds an MBA with Distinction from Harvard and a BS in Industrial Engineering Summa Cum Laude from Kansas State University.

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James Jones

James Jones has over 15 years of business experience working with both start-ups and public companies.

James has worked in strategic and operational roles, developed corporate and business unit strategies, assisted with fund raising, created financial models, and consistently improved operational processes.

James received an MBA from Harvard Business School and a Bachelor of Science in Systems Engineering from the United States Military Academy.

Tony Schopen

Tony Schopen’s experience includes CFO and senior consulting roles working with a number of venture-backed startups across a variety of industries.

Tony is adept in investment banking, debt negotiation, financial modeling, strategy consulting, and equity research covering SaaS and Internet companies.

Tony received his AB (magna cum laude) in economics from Duke University and an MBA from the University of Chicago Booth School of Business. He is a Chartered Financial Analyst (CFA) and holds a Certified Public Accountant (CPA) certificate.

D.J.Marini

For the last fifteen years, D.J. has provided business development, business planning and conceptual development services to a broad range of companies such as Sony, Universal Pictures, Disney and Mitsubishi.

Prior to joining Burkland Associates, D.J. acted as General Manager at Lucasfilm Ltd, and Partner/CFO at MSB Entertainment.

D.J. graduated with honors with a BS in Business Management from San Francisco State University.

Eric Mersch

Eric’s 15 years of corporate finance includes two public company CFO roles and an operational finance role at a Fortune 500 company.

He has provided financial and strategic advice to small and large organizations in the telemedicine, mobile phone products & services, logistics, and data center virtualization industries.

Eric holds an MBA from Harvard Business School, a Master’s in Nuclear Power Engineering from the U.S. Navy’s elite Nuclear Power program, and a BS in Economics from the U.S. Naval Academy.

Debbie Rosier

Debbie Rosler has over 20 years of finance and strategy experience working with both start-ups and later-stage companies in a variety of industries.

She has worked in FP&A, corporate strategy, operations, investment banking and venture capital. Her areas of expertise include business plan development, financial modeling, management reporting, cash flow management and business process design.

Debbie received a BBA with high distinction from the University of Michigan and an MBA from Stanford Graduate School of Business.

Your Tools

Starting a new business venture can be a daunting and complex task. With hundreds of decisions required to lay a foundation for future growth, it’s tough to know where to begin. Burkland Associates has compiled a list of proven finance tools to help you pave the way for a successful growth business.

Contact Us

If you have a project you would like to discuss,
get in touch with us.

BURKLAND Associates
645 Harrison St. #200 San Francisco, CA 94107

Phone : (415) 944-8215    
info@burklandassociates.com

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