• Vincent G. Dong, CPA, CA | Ad.Vice

    Vince will deliver the truth about your agency’s performance and how to improve it. He’s walked in your shoes, has a deep understanding of the agency environment and builds personal relationships that inspire confidence.

    416.504.2231Visit Website130 Spadina Avenue, Suite 705, Toronto, Ontario M5V 2L4
  • Diane Schermer CPA, MBA

    Diane Schermer serves as a senior Training and Audit Specialist for Advantage Software. Over the past 10 years Diane has visited over 250 agencies throughout the U.S. and Canada, providing specialized training and process evaluation in all areas of the program including accounting, media, and project management. Prior to her work with Advantage, Diane served for several years as VP of Finance/CFO for a large nationally-recognized sales promotion agency. This experience gives her a unique real-world perspective on agency business processes and the challenges agencies face.

    In addition to her work with Advantage, Diane provides an array of consulting services. These include assistance with high-level financial management, reporting and monitoring of key financial metrics, pricing models, profitability analysis, budgets, and agency best practices. Diane can also provide hands-on help with detailed accounting needs such as month-end and year-end closings and reconciliations. She can analyze and fix accounting nightmares, and establish proper procedures and controls that will keep you on the right track!

  • Brandi Whitaker Consulting

    With over 18 years of experience in advertising agencies, Brandi provides consultation with agencies on implementing workflows and project management needs. Brandi has direct experience implementing the Advantage Software tool within the agency and can help your company work through the decisions you need to make to get up and running. She has extensive experience managing project management teams, implementing process and systems and shaping culture and operations of an organization. By approaching the need as a member of your team, Brandi will help focus on the big picture and the smallest detail with an eye on success.

    Brandi Whitaker404.849.1007LinkedIn Profile
  • Mike Ulrich CPA, CA Consulting

    I’m an agency CFO and have focused on the advertising and communications industry for the past 10 years. I can help you with financial and administrative issues in your company by providing you with practical and quick to implement solutions to keep up with the same pace your clients demand from you. I can provide you with two primary areas of support. Advantage system implementation from the planning process through to launch, including defining agency process and its impact on culture, re-defining roles and responsibilities across the agency, working through implications of the system’s set up options to achieve best practices and efficiency. I can also help your agency with options and best practices around the areas of client compensation, staffing structure, compensation for staff and freelance modeling, client profitability, financial reporting, budgeting, forecasting, key metrics vs. industry standards, operating policies and culture implications, developing objectives for growth that matter based on short to long term goals, finance team mentorship, cash flow management and treasury policies.