BIG Financial & Advisory Services
8043 Corporate Circle
Suite 2
North Royalton, OH 44133
Phone: 440-884-1400
Email: [email protected]
Management Team
Mr. James C. Bonvissuto CPA, MBA, CFF, CGMA
Experience
- More than 30 years of domestic and international experience in finance, business operations, turnaround management, income tax preparation for business and individuals and financial planning. Experience gained as an employee; Chief Financial Officer, & Chief Operating Officer, Business owner and entrepreneur
- Public and private companies, all sizes, multiple industries (distribution, manufacturing, construction, steel, auto, retail, energy, chemical, real estate, service, etc.)
- Court Appointed Receiver
- Cash Flow generation / Profitability improvement
- Turnaround management, Bankruptcy & Viability studies
- Operations management & Process efficiency improvements
- Strategic Planning / Forecasts
- Acquisitions, Sales, Divestitures, Mergers, JV’s
- Forensic Accounting, Fraud detection and deterrence
- Expert witness
- Business Valuation
- Business Mentor to Startups and small businesses
- Re-financing
- Business Franchising
- Strategic Planning
- Financial Planning for Individuals - education, tax, retirement, elder, estate
- Income Tax Planning and Return Preparation for Business, individuals, trusts and estates
Education and Certifications
- Masters of Business Administration from Baldwin Wallace University
- Bachelor of Business Administration in Accounting from Cleveland State University
- Certified Public Accountant , active license Ohio
- Certified in Financial Forensics (CFF) from the AICPA
- Chartered Global Management Accountant (CGMA) from the AICPA
- Notary Public
Affiliations
- American Institute of Certified Public Accountants
- Ohio Society of Certified Public Accountants
- AICPA Forensic and Valuation Section
- AICPA Personal Financial Planning Section
- OSCPA Tax Section
- Treasurer, Cleveland Zee Group, Inc.
- COSE IncFuse Ask an Expert
- Linktunity.com Ask and Expert
Mrs. Patricia A. Sours CPA/PFS, CFF, CGMA
Experience
- More than 25 years of domestic and international experience in finance, business operations, turnaround management, income tax preparation for business and individuals and financial planning. Experience gained as an employee, Controller, North American Controller and Small Business Owner
- Public and private companies, all sizes, multiple industries (distribution, manufacturing, construction, steel, auto, retail, energy, chemical, real estate, service, etc.)
- Startups, Receiverships, Liquidations
- Acquisitions, Sales, Divestitures, Mergers, JV’s
- Outsourced accounting services
- Forensic accounting, Fraud detection & deterrence
- Turnaround Management & Bankruptcy
- Treasury, Cash Flow Management, Budgeting, Forecasting
- Business Valuation
- Strategic Planning
- Operations Management & Process efficiency improvements
- Income Tax Return Planning and Preparation – individual, business, payroll
- Financial Planning for Individuals – education, tax, retirement, elder, estate
- Business mentor to start ups and small businesses
- Re-financing
- Business Franchising
Education and Certification
- Bachelor of Arts in Accounting from the University of Mount Union
- Certified Public Accountant (CPA), active license Ohio
- Certified Personal Financial Specialist (PFS), active
- Certified in Financial Forensics (CFF) from the AICPA
- Chartered Global Management Accountant (CGMA) from the AICPA
Affiliations
- American Institute of Certified Public Accountants
- The Ohio Society of Certified Public Accountants
- AICPA Forensic and Valuation Section
- AICPA Personal Financial Planning Section
