Meet the Team
James Vanloffelt, CPA CMA
I reside in Port St. Lucie, Florida with my wife, and dog Miley. Our family will be growing by one in June, when we welcome our son into the world. As a Marine Veteran who served in Iraq, I enjoy connecting with other veterans. I recently revived my passion for cycling.
I spent the first half of my career supporting defense contracts in service, engineering, and retail shops, then transitioned into construction, manufacturing and then private equity backed roles.
Starting off my life in a computer programming magnet school, I spent my nights coding everything I possibly could. While transitioning over to accounting, I never lost my love of technology. I specialized in information systems and naturally gravitated towards implementations and advisory where I recognized my knack for blending business and technology.
"If it ain’t broke, you’re not trying hard enough!"
Credentials
- United States Marine Corps (USMC) Veteran
- Certified Public Accountant (CPA)
- Certified Management Accountant (CMA)
- Master of Accounting Degree at Florida Atlantic University
- Bachelor of Business Florida Atlantic University
Fractional/Virtual CFO & Controlling Packages
At the start of each relationship, we will conduct a documentation and cleanup exercise to better understand your business and set the stage for a successful relationship. Below are three profiles of a typical client.
Value Support
Average at $800/mo
Businesses <$1 million revenue, single site business with bookkeeper.
- Core Cash Flow Reporting
- Monthly Financial Package
- Simple KPI and BI Reporting
- Monthly Call
- Simple Budgeting
- Email Anytime - 0-2 day response
Core
Average at $3,000/mo
Businesses between $1 and $15 million, revenue single or multi-site. Small accounting team.
- enhanced cash flow reporting
- Multi-department budgeting
- Robust KPI & BI Reporting
- Regulatory or Audits Support
- Simple Banking, Tax, Audit relationships
- Enhanced response time
Extended
Average at $5,000 Month
Businesses between $10 - $25+ million. Multi-site, PE Backed, rapid growth, business transformation. Multiple accounting staff.
- Enhanced Banking, Tax, and Audit relationships
- Forecasting & Board Decks
- Advanced & Custom BI Reporting
- Staff Coaching & Mentoring
- Ongoing meetings with team
- Business Transformation
- On Speed dial
Enterprise Resource Planning - Selection & Integration
We'll guide you through the assessment, selection, transformation, and implementation using a mix of resources.
Initial Assessment & Selection
Starting at $1,500.00
Initial Assessment
- Process Documentation "as is"
- Project Plan
- Pitch Deck / Value Proposition
- Scorecard
- Shortlisting
- SOW/RFP
- Negotiation (typically pays for the assessment and selection!)
Data Transformation
Starting at $3,000
Data Transformation
- Cleansing
- Enrichment
- Extract, Transfer, Load
- Testing
Implementation
Depending on System
People
- Training Plans
- Testing Documents
- User Readiness
- Advocate
Technology
- Data & Access Testing
- Reports & Enhancements Audit
- Issue Closure and Documentation
Project Management
- Gatekeeping & War Room
- Project Schedule & Updates
Our Values & Standards
Vanloffelt CPA is a new, hungry, and nimble firm. We use our network of individuals to ensure all items are completed on schedule and at the highest quality. With that, you will receive the highest level of attention and care possible. We believe in the American dream and strengthening America. Our work is never offshored, and we use technology to make us work more efficiently, not replace us. We hope as we grow, that we'll grow with you.
