Consultant Name

Richard C. Perrin, CPA


  • Accounting & Finance
  • Organizational Development & Planning

Contact Information


608-576-3773 (mobile)


E-mail Richard C. Perrin, CPA




Richard C. Perrin, CPA, CCM, MBA
Rick has over 30 years of broad-based financial and operations experience in manufacturing, retail and service firms, and as a CPA and consultant. He has extensive experience leading companies through high growth, and is particularly adept at driving increased sales, operational improvement and profitability.

Rick is the Madison based Partner with B2B CFO ® . We take companies to a higher level of success with our unique, proven six-step process – the GamePlan™.  As a B2B CFO partner, Rick works with a number of small and mid-sized businesses in the Madison WI and surrounding areas, where he helps them with all aspects of financial management, sales, operations and profitability improvement, strategic planning and growth strategies. His strong background leading rapidly growing companies, his skills in strategic and financial planning and his unique ability to use financial tools to analyze sales, operations, costs, risks and opportunities is what makes him successful. He serves a variety of clients including manufacturers, distributors, contractors, medical, service and specialty companies, and not-for-profits. Rick also turns around struggling companies and  provides project and interim support for companies that need a strong financial manager.

Prior to joining B2B CFO®, Rick was Vice President Finance and CFO for five years at a complex manufacturer where he played a lead role in driving sales from $45 to $70 million, reducing costs over $3 million, and leading the launch of two new divisions including a manufacturing operation in China. Rick and his Finance, IT, Purchasing, Quoting and Logistics departments, working closely with Sales and Operations, were instrumental in the analysis, acquisition and financing of $22 million of new capital and the quoting, award and successful launch of $25 million in new products. Rick also implemented new costing systems and a full array of management tools for improving profitability. In the five years prior, Rick was VP Finance of a six-plant manufacturing company where he played a lead role in doubling sales to $40 million and driving record profits. He also led teams in the acquisition and implementation of ERP Manufacturing, Accounting and HRIS systems. Rick was also Corporate Controller of a $100 million retail chain, Corporate Accounting & Treasury Manager of a $350 million diversified manufacturer, and was a certified consultant for two major lines of accounting software.

In addition to accounting and finance, Rick has managed large IT departments and is adept at helping companies improve their information technology strategies and processes. He has also managed major purchasing operations and consults on purchasing and negotiating strategies. Rick has managed warehouse and freight operations, is experienced in insurance, and has extensive HR experience including employee and executive benefit and compensation programs, HR policy development and HR and payroll information systems.

Rick earned a B.S. in Business-Accounting from the University of Colorado-Boulder where he graduated in the top 10% of his class. He also holds an MBA in Corporate Finance from the University of Wisconsin Madison. Rick became a CPA (Certified Public Accountant) in 1984 and is a CCM (Certified Cash Manager), having received one of the top five scores on the 1995 treasury management exam. In 2004 the Association for Financial Professionals (AFP) selected Rick from a list of over 100,000 financial professionals as one of the 300 most outstanding professionals in the finance and treasury industry. Rick lives in Madison with his wife Darcy and daughters Erica and Haley, and enjoys skiing, golf and biking.


Richard C. Perrin, CPA, CCM, MBA


• CFO services for multiple companies
• Senior Level Executive Services
• Profitability Improvement
• Sales and Operations Improvement
• Strategic and Financial Planning
• Sounding Board for Key Decisions
• Origination of solutions to Business Problems


● 25+ years of CFO/Controller/Executive experience
● Certified Public Accountant (CPA)
● Certified Cash Manager (CCM)
● MBA, Corporate Finance, UW - Madison
● BS, Business - Accounting, CU - Boulder

Key Services

Tools for key decision-making

•Financial and Strategic Plans
• Accurate, timely, well-structured and meaningful financial statements and reports
• Executive tools for understanding and improving operations & profitability
• Financial analyses and forecasts of opportunities and risks

Profitability and Growth Drivers
•Operations analysis and improvement
• Quoting and pricing strategies
• Sales and marketing strategies

• Business Turnarounds

• Cost/overhead reduction programs and strategies
• Financial statement, product line and customer profitability analyses
• Financial modeling & ROI analyses for new products, investments, and facilities

Cash improvement
• Cash forecasts
• Working Capital Improvement

Creditors and lenders • Business plans
• Financing – Loan packages
• Workout and turnaround solutions

Other services
• Accounting department operations and process improvement
• Cost accounting, job cost, product and project costing systems
• Purchasing operational reviews and negotiation strategies
• Internal control improvement
• International Finance services
• Interim CFO services to support companies who have lost their financial professional
• Risk management and insurance programs
• Information Technology management and strategies
• Accounting department design, staff training and development

Background Information

Over 32 years of experience in Finance, Accounting and Management

MBA - Corporate Finance - University of Wisconsin - Madison

B.S. Business - Accounting, University of Colorado - Boulder

Served over 45 Companies as a Financial and Executive Consultant since 2005

Prior Chief Financial Officer - $70 million company

Prior Chief Financial Officer - $40 million company



E-mail Richard C. Perrin, CPA

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