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Keith A. Schwehr, CPA, CgMA, is a seasoned finance professional with expertise in accounting, financial reporting, tax, and management. He has over 20 years of experience in auditing, financial analysis, and change management, serving as a Chief Financial Officer and President/CEO of various companies. He holds a BS degree from San Jose State University and certifications from the American Institute of Certified Public Accountants (AICPA) and the Association for Global Management Accountants (ACGMA).

Credentials

  • Certified Global Management Accountant
    -
  • Certified Public Accountant
    -

Experience

  • KEITH DAY COMPANY INC
    • Salinas, California
    • Chief Financial Officer
      • Nov 2016 - Present
      • Salinas, California

      Incorporate change management and process improvement into Corporate Culture while identifying opportunities for new revenue streams and capture additional market share through organic growth.

    • President/CEO
      • Nov 2008 - Present
      • Hollister, CA

      Business consulting for small to medium size business with revenues to $150M. Tax planning and preparation for individual and all forms of business entities, specializing in small business, agricultural, multiple property returns. Evaluation and recommendation of entity selection and structure to achieve desired tax and business results. Door to door personal service with a smile.

    • Chief Financial Officer
      • Oct 2011 - Jun 2016
      • Salinas, CA

      Reorganized corporate structure via personnel evaluation, process assessment and improvement to streamline operations and financial reporting reducing time to close from 18 months to 20 days. Foster an environment of communication and collaboration to embrace change and manage future success. Reestablished relationships and negotiated with key suppliers increasing available credit by 40%. Manage cash flow and banking relationship to allow for future expansion as well as relieving requirements for personal guaranties. Successfully reviewed and amended sales tax returns covering multiple periods securing over $1M in refunds. Responsible for the implementation and operation of industry specific as well as standard business software and hardware. Negotiated and managed the acquisition of a key competitor, responsible for the transition of personnel, processes, and software migration. Manage relationship with outside auditors. Prepare and present financial and non-financial reports to both internal and external stake holders. Manage personnel in key departments including Human Resources, Credit and Information Technology.

    • Audit & Tax Manager
      • Nov 2003 - Nov 2008
      • Salinas, CA

      Financial statement audits of commercial and not for profit companies with revenues to $150m, including single audits. Tax planning, and preparation for individuals and businesses. Advising new businesses on formation of corporations and business structures, drafting accounting and general policies and structuring commercial transactions.

  • Bianchi, Lorincz & Company
    • Hollister & Morgan Hill, CA
    • Senior Accountant
      • Jan 2002 - Nov 2003
      • Hollister & Morgan Hill, CA

      Tax planning and preparation for individuals and businesses. Financial statement audits of not for profits and special districts. Community involvement and client expansion.

  • KPMG
    • Mountain View, CA
    • Auditor
      • Jun 2001 - Jan 2002
      • Mountain View, CA

      Audit - Information, Communications & Entertainment, primarily in the software industry.

    • Accountant
      • Sep 1999 - Jun 2001
      • Hollister, CA

      Tax planning and preparation for individuals and businesses. Financial statement audits of not for profits and special districts.

Education

  • 1998 - 2001
    San Jose State University
    BS, Accounting

Suggested Services

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Industry Focus. “Accounting”

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