Herbert M.

Gottlieb, CPA (inactive), CSM, CHAMP, CSAM,

Mobile: 415-320-2125
Home: 415-895-6575

Email: hmgottlieb@gmail.com
LinkedIn: http://lnkd.in/mKFUBr

PROFILE
Accounting/Finance Operations Inventory Control and Management
Retail Management Software and Hardware Asset Management Consulting
Business Development Policy and Process Consulting Software Design
Well rounded experience in all aspects of managing a company from the financial perspective with extensive senior level
experience showcasing a talent for identifying the latest technology and establishing the standards for its implementation
and protection. Proactive and results driven: a superb communicator, widely published author and popular speaker. Highly
proficient in Excel, QuickBooks, Great Plain Dynamics, SalesForce.com, Word, PowerPoint, Publisher and other desktop
productivity programs.
QUALIFICATIONS SUMMARY
Over twenty years of accomplishments in business development and financial management. A proven record of teambuilding, strategic partnering, retail management and long term planning. Led successful executive level product/service
development and product launch campaigns in a corporate environment where profitability and reputation spelled
survival.
Key competencies include:
Software and Hardware Asset Management
Financial reporting and general ledger responsibility
Compensation plan development
Staff selection, mentoring and training
Company direction, mission and focus
Technical and proposal writing

Interface with outside professionals (CPA, Atty., etc.)

Product pricing and discount structures
Marketing strategies and sales management
Contract negotiations and closing
Public speaking and webinar presentations

CAREER SYNOPSIS

Accounting and Business Consultant

Gottlieb & Associates, San Francisco and Bay Area, CA

July 2006 Present

Consulting firm specializing in Finance, Accounting, Business and IT Asset Management.

Assisted clients in the evaluation/selection of computerized accounting systems, implementing same and creating the
necessary processes/procedures. Served as interim Controller, Accounting Manager, CIO, CTO, for clients and assisted in
preparation of monthly budgets and cash flow forecasts, financial statements for both internal and external use.
Gottlieb and Associates also assists our clients in any area of their IT Asset Management initiatives. We have assisted
clients in responding to software publisher audit requests as well as response to a BSA or SIIA audit. We are the managers
of the Software Asset Manager Group on LinkedIn. As part of our SAM work we created SWident which provides
software identification services to medium and large size companies in the US and Europe. Our service filled the gap
between what our clients software discovery tools told them was installed and what was actually installed, usually about
50% of the installed applications. I built a database of over 11,000 software publishers and the associated programs they
distributed and or sold.

Rsum of Herbert M. Gottlieb, continued

Interim Chief Financial Officer

TAV Networks, Inc., Incline Village, NV

Page 2
October 2013 June 2014

Contract professional engineering services company

Served as Interim Chief Financial Officer for this start-up engineering consulting company and as such significantly
improved the financial reporting and functions of the company. In that work I completely revamped the chart of accounts
to provide financial statements that actually provided actionable information, implemented an accountable travel
advance program to reduce the companies and the employees taxes, researched and recommended health savings and
401k plans and documented/improved the accounting processes and procedures at the company reducing the time required
for production of monthly financial statements.

FOUNDER / CHAIRMAN / PRESIDENT

Attest Systems, Inc., Novato, CA

1993-2006

Providing software copyright enforcement auditing, software development, and business consulting.

During work with Attest I was personally involved in the conduct of over 50 software enforcement audits working with
the BSA, SIIA, Microsoft, Autodesk as well attorneys, federal marshals and other software publishers. I wrote and
published many articles, made presentations, designed and conducted trainings and gave speeches on the subject of PC
asset and software management, disaster recovery planning and software compliance.

Recognizing the need for quality legally defensible software audit enforcement services, founded and led the firm for over ten
years. Hired, mentored and supervised the staff, growing from a startup crew of three to over 60 in 1999, with revenues
exceeding $8 million. The firm was recognized as the 2nd fastest growing Bay Area company in 1997-98 and 5th fastest
growing Windows software company.
Responding to the boom and bust nature of the software business, successfully led the firm through periods of explosive
growth as well as cathartic upheavals, preserving profitability and retaining key management personnel through the lean
times.
Identifying the business advantages of strategic partnering, led the expansion of the sales force to over 30 countries through
personally recruiting and training remotely located partners.

PUBLIC ACCOUNTING EXPERIENCE INCLUDES

Arthur Young & Co. (Ernst and Young), Chicago Il
Alexander Grant & Co. (Grant Thornton) , San Francisco, CA
Oppenheim, Appel, Dixon & Co., San Francisco, CA
EDUCATION AND PROFESSIONAL AFFILIATIONS
Educational Certificates:
Licensed Tax Preparer 2010
Certified Software Asset Manager, and Certified Hardware Asset Manager, IAITAM
Certified Software Manager, SIIA
National Speakers Association, Pro-Track Graduate
University of Illinois, Certified Public Accountant (Passed entire exam at first sitting)
John Carroll University, Bachelor of Sciences Business Administration degree

Professional Affiliations:
Former Member, California Society of Certified Public Accountants
Member, International Association of IT Asset Managers
Former SCORE Consular, volunteer business consulting
References available upon request