I worked with NWCFO in connection with the negotiation and closing of a major corporate sale transaction. Her knowledge of the target's financial condition and her understanding of the transaction process helped facilitate a great deal for the selling shareholders.

Philip J. Carstens
K&L Gates LLP

NWCFO provided the services and expertise we needed at the right time for the right cost. They delivered a custom solution to fit our needs as well as many additional suggestions and improvement to our financial controls, systems and processes.

Lisa Shaffer, Ph.D.
President & Co-Founder
Signature Genomic Laboratories

NWCFO has provided interim CFO services for our company, and helped with full time employee searches. We have benefited from high quality professional CFO work from NWCFO. The focused effort and seamless execution have been a tremendous help and we count NWCFO as an important strategic partner.

Todd Brinkmeyer
President, Owner
Plummer Forest Products

What a blessing NWCFO was for us at Fatbeam during our early years of growth. We all know that middle ground as a small but growing company, when you need audited financials, and that important CFO talent to take with you on the road, to raise capital and equity in the company, but your budget just doesn’t support those professional fee’s at that point in time. So, the ability to have a company come in and provide CFO level talent on a contract or part time basis was more than we could have dreamed of.

Greg Green
Fatbeam LLC

I have had the great pleasure and great fortune to work with NWCFO during my time as Chief Financial Officer of Red Lion Hotel Corporation.  I relied on Julie Shiflett to both provide extensive due diligence support and to provide transitional guidance while I was stepping in as CFO.  Julie always brought a collaborative, consultative approach to our engagement that I found unique among other consultants with whom I have worked.  NWCFO's approach benefited Red Lion as they strived to understand our needs before developing the most efficient value-creating approach. This approach went above and beyond the more common volume-driven approach other consultants deploy.

Gary Kohn
Red Lion Hotels


In addition to providing guidance and insight to help organizations establish 'standard practice' financial systems for basic reporting, NWCFO is skilled at developing analytical accounting and reporting systems that will assist the organization in risk assessment for new ventures and produce 'scorecard reporting' that will focus on monitoring progress on goals and delivering management information on the 'vital few' areas of the operation that are essential to maintaining continuous profit improvement and balance sheet strength!

Larry Larison
Larison & Associates


Personalysis group training taught us that differences in people's personalities can cause serious barriers to proper communication, collaboration and teamwork. Knowing the different types makes it easier to give the other person what they need to move forward in a positive way. On a scale of 1-10, our team collaboration improved by 40% after the Personalysis training, which is a great return on our financial investment in the training.

Director of Supply Chain Management

Personalysis is a great tool to better understand myself and my team, and how they communicate and build confidence and trust. Learning who is similar to me and who has a different approach is very helpful so that I know when I need to make adjustments in my communication. This means that I talk in clear and concise bits when working with some of my colleagues, while I take the time to build rapport and discuss the details with others.

Director of Supply Chain Management

Personalysis has been really beneficial for me to understand myself and my team better. Through coaching, I’m gaining confidence in myself as a leader while improving planning and delegation based on everyone’s strengths and skill levels. As a result, I’ve aligned people with responsibilities where they can truly shine. Our newest team member is exceeding my expectations in the role I’ve created for her based on her Personalysis report! The skills I am acquiring from my coach are allowing me to be the best leader I can be.

Accounting Manager

Personalysis not only helped our executive team work together more effectively, it showed us how to leverage our unique differences to become even stronger. Becoming more aware of ourselves and others on the team has increased collaboration and improved overall communication.


NWCFO’s Personalysis coaches provided some great insight into our personal styles and team dynamics. We learned how to best work with our strengths and look forward to utilizing this knowledge.

Corporate Human Resources Manager

Personalysis team collaboration training was very engaging and informative. At times, it was even entertaining to see how people interact with each other and understand why we get the reactions that are not always intended. As a team, we understand each other better and know when and how to engage at a different level. We now have the tools that will help us grow and adapt to the changes in our work, technology, and the team. We’ve also gained an awareness of how each person operates, what makes them uncomfortable and how to bridge the gap by using the safe language of Personalysis every day. Thank you!

Chief Information Officer

Personalysis has given me the ability to effectively communicate with everyone in our group. This training is very valuable not only in a professional environment, but in all aspects of life. I highly recommend it to everyone.

Purchasing Manager

Executive Coaching

Thanks to executive coaching, I have become a more productive, self-aware, and goal-oriented leader. I’ve cultivated a vision for myself that focuses on the impact I want to create with my team in this world. I’ve learned how to prioritize, overcome overwhelm, delegate and create more time in my day, and my team says that I’m much better at listening to their needs. My communication style is now values-based, positive, clear, yet heartfelt. And the best part is that I feel more balanced and healthier as I have learned to give myself the space and time to recharge to enhance productivity and maximize happiness. My relationship building skills are at an all-time high. I’m the best version of myself that I have ever been!

M.D. and Startup Founder