Russell Slappey, CPA, combines over 14 years of experience in Accounting, Information Systems and Taxation. He takes a hands-on, roll-up-your-sleeves approach in working with business owners both large and small. Since founding Nperspective, he has provided solutions for clients in manufacturing, construction, distribution, real estate, retail, mortgage banking, insurance, software development and internet based companies.

His services include providing interim and on-going CFO services, business and strategic planning, profitability analysis, budgeting/forecasting, job costing and work in process reporting systems, cash flow management, internal staff management and training, assistance with obtaining financing for growth, merger and acquisition due diligence, tax research and planning, software conversions and implementation, financial internal control review and implementation, and SEC reporting and audit workpaper preparation.

Russell has been at both a regional and Big 4 firm working with a diverse client base including not-for-profit, government, travel, automotive and timeshare companies. He has also been involved in financial software applications for a leading reseller of business solutions where he performed due diligence, evaluation of client needs, and mapping client business processes against functional software requirements. He is experienced in cash management, risk management, financial reporting, initial public offerings, SEC reporting, internal controls, business development, auditing services and merger and acquisition accounting. Mr. Slappey also has a depth of experience in corporate taxation including limited liability entities, compliance, uniform capitalization rules, and business valuations.

Mr. Slappey is a Certified Public Accountant (CPA) and a current member of the FICPA. Mr. Slappey holds a BBA and Master of Accountancy from Stetson University. He is currently a board member and president-elect of the Association for Corporate Growth (ACG), Central Florida Chapter. Mr. Slappey serves on the Disney Entrepreneur Center Advisory Board and is also a volunteer advisor at the Small Business Development Council (SBDC) - Advisory Board Council.

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Wayne F. Leland, CPA, EA has over 33 years experience which includes building management reporting systems, tax positioning, and government contract auditing. Since founding Nperspective, current and recent clients include companies in the following industries: construction (land development, home construction, and large subcontractors), manufacturing and distribution, healthcare and software development/sales.

Prior to forming Nperspective Mr. Leland was the CFO (ultimately president) for a seven corporation managed health care group that was successfully sold. He quarterbacked numerous acquisition projects both from the buy and the sell side, designed and implemented the accounting, estimating and management reporting systems used by the companies to this day. He was also the consulting CFO of a software development and sales company where he design and implemented a deferred revenue tracking model which automated future invoicing per contract along with structuring their entire accounting and management reporting systems. That company was successfully sold for a very high multiple of earnings. Additionally Mr. Leland was the consulting CFO for a large construction company where he designed, developed, and implemented an estimating system that reduced the estimating time from 2 days to 3 hours and automatically produced the numbers to update the job cost budgets by cost category.

Wayne began his career with Ernst & Young (a big 4 firm), was an IRS Agent for 9 years, a defense contract auditor for 5 years, and owned his own CPA firm for 15 years. Mr. Leland received his Bachelor’s degree from the University of Central Florida after returning from Vietnam as a decorated combat veteran. He is an active member of the AICPA and the FICPA. Wayne is on the Wealth Protection Advisory Panel of the Oxford Club and his articles are published their communiqué. He has also been a guest panelist addressing the students at the Crummer Graduate School of Business (Rollins MBA).

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Gary Colbert
Managing Director - Tampa

Gary Colbert, CPA is a Managing Partner with Nperspective LLC and is the Managing Director of Nperspective’s Tampa Bay practice. He possesses over 25 years of broad domestic and international business experience in Fortune 100 and middle-market manufacturing, distribution, marketing and service companies. Gary has successfully led a publicly-traded company through a difficult five-year financial restatement and two-year SEC investigation, has managed the treasury function for a $1.5 billion tier-one automotive manufacturer through its two-year Chapter 11 process, has developed and implemented turnaround plans for two middle-market companies, and has extensive experience with the management multiple locations in rapidly growing environments, both domestically and internationally. He has a strong background in executive management, accounting, budgeting and planning, financial modeling, controllership, financial reporting, treasury management, forensic accounting, business valuation, risk management, tax planning, information systems development and management, and human resources administration.

Mr. Colbert’s hands-on, task-oriented, take-charge approach has provided clients and employers with a skilled executive who combines strategic vision with a strong understanding of operational issues and an ability to get the job done in a timely, efficient manner. His prior experience as a chief financial officer has focused on improving operational performance and profitability as well as upgrading the accounting and reporting capabilities of the finance departments he has directed. In two instances, his demonstrated skill led to being appointed as the chief executive of those companies, most recently for a $60 million aluminum fabrication company. Gary possesses superior financial modeling skills with Microsoft Excel and has built Excel-based applications for budgeting, reporting, financial analysis and business valuation. In addition, Mr. Colbert has a track record of developing internal control processes and procedures that have resulted in substantial improvements in independent audit results, providing a high level of assurance regarding the integrity of the underlying accounting systems and internal controls.

Mr. Colbert holds a Master of Business Administration from Washington University in St. Louis and a Bachelor’s Degree in Finance and Accounting from Indiana University of Pennsylvania. He is a licensed Certified Public Accountant (CPA) in the State of Florida, a Certified Management Accountant (CMA), Certified Financial Manager (CFM) and a Certified Information Technology Professional (CITP). He is a current member of the American Institute of Certified Public Accountants (AICPA), the Florida Institute of Certified Public Accountants (FICPA), the Institute of Management Accountants (IMA), Financial Executives International (FEI), the Association for Corporate Growth (ACG) and the Turnaround Management Association (TMA).

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Partners

Dale A. Flowers is a results-driven CFO with over 15 years experience in strategic planning and financial operations at companies ranging in size from start-ups to large corporations and non-profits.

Dale has a proven track record in organizational improvement, with expertise in performing business reviews, operations analysis, strategic planning, developing financial projections and forecast models. Of particular value to growing business is his expertise in implementing performance measurement metrics and driving turn-a-round initiatives.

In addition to CFO services, Dale assists clients with internal and external financial reporting to include SEC reporting, budgeting/forecasting, implementation of cost accounting systems, profitability analysis, cash flow improvement and preparation for internal and external audits.

He has managed numerous systems conversions, set up cost accounting systems and has a proven track record of improving the performance of finance and accounting organizations.

Dale’s software experience includes: SAP, Hyperion, Creative Manager Pro, Intuitive, Lawson, Kalamazoo Answer, Cougar Mountain, SAGE Peachtree, Platinum and FAS (fixed assets) and QuickBooks.

Dale’s operations experience includes management of Information Technology, Human Resources, Customer Service and Supply Chain organizations.
Industry experience includes manufacturing, distribution, energy and advertising.

Industry experience includes: Manufacturing, Construction, Advertising/Marketing, Supply Chain/Distribution, Chemicals Processing, Auto Dealerships and venture backed Internet initiatives.

Dale holds two Bachelor’s degrees in Accounting and Management Science from the University of North Carolina, did his MBA work at Jacksonville University and is a Certified Public Accountant in North Carolina.

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David A. Rosenfeld, CPA, has over 20 years experience in corporate strategy and financial operations.  As a Partner with Nperspective, Mr. Rosenfeld’s current and recent clients include companies in the business services, distribution, electronics, internet, marine equipment, transportation and wholesale industries.  With each company, Mr. Rosenfeld has identified key areas of focus for each client and developed and implemented programs for improvement.  Additionally, Mr. Rosenfeld has ensured that these clients are current on their SEC reporting. 

Prior to Nperspective, Mr. Rosenfeld was the CFO of a venture backed company and participated in fund raising activities (both equity and debt) and participated in multiple M&A activities along with the routine finance and accounting functions of compensation plans, contract negotiations (both customer and vendor), and building a financial information infrastructure to support the growth objectives of the company.  Prior to this, Mr. Rosenfeld was actively involved with another technology company with $100MM in revenues.  As part of the growth of this company, Mr. Rosenfeld was responsible for the strategic and business planning activities, along with establishing and maintaining the performance metrics utilized by the senior management team to evaluate the company’s performance versus its target.  Other key activities included developing profit improvement programs, supporting the development of an initial public offering, and identifying and developing a team of superior financial analysts.

Mr. Rosenfeld has been involved in the following additional industries: Telecommunications, Software, Data Services, Simulation and Defense.  Mr. Rosenfeld received his Bachelor’s degree from Florida State University and his MBA from the University of Central Florida.  Mr. Rosenfeld is a volunteer advisor at the Advisory Board Council.

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Kim Johnson, CFO Partner

Kim Johnson, CPA, has over 12 years of experience in the accounting and auditing field. Mrs. Johnson began her career at a Big 4 accounting firm where she gained invaluable experience and served a diverse client base including manufacturing, construction, insurance, not for profit, retail, travel, publishing and timeshare. Currently, she provides companies in the Central Florida area with on-site CFO services on a part time basis. Her expertise is in budgeting/forecasting, cost accounting, project costing, cash flow improvement, profitability analysis, and trend analysis of actual and future revenues and costs. Kim currently assists a diverse client base including a large commercial flooring contractor, construction company, and land/real estate developer.

Kim has established job costing and work in process reporting systems for multiple clients. Other duties have included internal staff management, payroll tax preparation, internal audits, review and audit packages. Kim has installation and implementation experience with several software packages including QuickBooks, Peachtree, Data Entre’ and RFMS.

In addition to providing CFO services, Kim also assists clients in preparing for their annual financial audit. She prepares the entire financial package and audit schedules, as well as, financial footnote disclosures needed for the external auditors. Her experience as an auditor at a Big 4 accounting firm allows her to prepare all the information the external auditors will need. This is an invaluable asset to clients, as it significantly reduces the amount of time the auditors spend at the client’s place of business. Kim is a Certified Public Accountant (CPA) and a member of AICPA. She graduated with honors from the University of Central Florida with a BA in Accounting.

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M’Lou A. Rossie, CPA, has been deeply involved in the accounting, tax, information systems and advising field for over 28 years. She believes that communication among all company levels is the key to financial success. Her focus of experience has included the fields of mortgage banking, real estate development and rental, construction, not-for-profit, healthcare, agriculture and retailing.

Her services include providing interim and on-going CFO services including software conversions and implementation, tax research and planning including multi state issues, employee fraud investigation and analysis, trust reconciliation, retirement and employee benefit analysis, internal control review and implementation, fiduciary issues and audit workpaper preparation.

M’Lou joined Nperspective when her husband accepted a position in Orlando. She was a partner in one of the largest CPA firms in Mississippi prior to moving to Orlando. M’Lou is a nationally certified QuickBooks consultant but has extensive experience in many software packages including AMB (Mortgage software), Peachtree, Sage, UltraTax, and CCH ProSystems. Ms. Rossie graduated with highest honors from Mississippi State University with a BS in accounting and completed her Masters of Business Administration at Mississippi College. She is a member of the AICPA, FICPA and the First United Methodist Church of Orlando.

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Shannon Brown, Director of Business Development, is responsible for business development and sales for Nperspective.  Her main focus is on developing new relationships, enhancing existing ones, promoting Nperspective’s brand, image, and offerings, and assisting prospects and clients in finding necessary resources.

Shannon was awarded a bachelor's degree in finance and accounting from the University of Florida and is a Certified Public Accountant (inactive).  She has more than 12 years of experience in the financial industry, beginning her career as an accountant in the medical industry, during which time she honed her skills in cash analysis and management, payroll and general ledger. Following this position, Shannon became the CFO for Health Plans of America, where she managed the financial operations and business development of the company with revenues of $75 million. Later, Shannon served as the director of finance for Alpha Retail, where she was responsible for financial operations, foreign currency, consolidations, P&L analysis and internal controls. She served as a financial consultant as a liaison for the Florida Department of Financial Services, Auditors. In this role, she served numerous clients, including the Brevard Professional Network, Millennium Health Plans, Lee Edward Group and Alpha Retail. Her responsibilities in this role featured accounting, closings, budgeting, regulatory reporting and planning and organization.

In 2006, Shannon transitioned from accounting positions to a business development role at Vaco LLC.  While at Vaco, she penetrated new accounts with multi-million dollar companies that were unreachable prior to her employment there.

Shannon’s passion is working with entrepreneurs and executives to grow their business and reach that next level.  Through her experience in the accounting field, she understands how critical it is to have a senior level finance executive working with small to medium sized businesses.  She believes that the partners at Nperspective have the tools to provide business owners with the strategic financial direction they need in order to be successful in today’s challenging marketplace. 

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