Running a successful business requires sound financial management, but hiring a full-time CFO can be a costly investment, especially for small and medium-sized businesses. We offer the services your business needs at a fraction of the cost.
One of the first tasks is to work with clients to develop a comprehensive financial plan, which will include cash flow projections, profit and loss statements, balance sheets, and other financial reports. However, it doesn’t stop at simple accounting help. My goal is to go beyond the raw numbers and help your business develop financial strategies, create/track budgets, develop KPIs, to ensure your business has the financial stability to grow over time.
My goal is to provide clients with strategies and solutions to manage their cash flow effectively, including monitoring cash inflows and outflows, managing accounts payable and receivable, and forecasting future cash needs. A crucial aspect of understanding and improving cash flow is cost management – I work with your businesses to identify and reduce unnecessary costs, and optimize spending on key areas such as marketing, operations, and personnel.
Raising capital or selling your business can be exciting but stressful times. My experience not only as a fractional CFO, but as a founder and leader on eight-figure exit, has equipped me with the knowledge and experience to help businesses like yours navigate any stage of financing. I’ll work with you to in leading fundraising efforts, including the creation of pitch decks, managing due diligence, negotiating term sheets, coordinating with legal counsel, and any other needs that arise.
One of the first tasks is to work with clients to develop a comprehensive financial plan, which will include cash flow projections, profit and loss statements, balance sheets, and other financial reports. However, it doesn’t stop at simple accounting help. My goal is to go beyond the raw numbers and help your business develop financial strategies, create/track budgets, develop KPIs, to ensure your business has the financial stability to grow over time.
As a fractional CFO, I typically do not prepare and file taxes on the client’s behalf, but I do help to ensure that my client’s financial statements are tracked, managed, and published in regulatory compliance. This helps make tax time much easier for your business and CPA.
HR compliance is crucial and often overlooked in startups and high growth businesses. W. Services help to implement and coordinate HR controls and procedures, mitigating risks, guaranteeing accordance with internal policies and external regulations.
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