Business Advisor & CFO
YOUR FINANCIAL & OPERATIONAL PARTNER
As a non-equity business partner, I work with you to navigate the complexities of business ownership, ensure financial health, and foster operational excellence.
With meticulous attention to detail and a strategic mindset, I work with owners and their accounting teams to have a deep understanding of the finances of your business and use the information to make smart decisions for the company as a whole.
I leverage my experience in scaling and optimizing companies to provide insightful strategies and practical solutions across sales, marketing, recruiting, and productivity channels, ensuring not just financial acumen but also comprehensive business development and growth.
i CAN HELP YOU WITH
People
Sales & Marketing
Sales & Marketing
- Recruiting A-Grade talent and building onboarding and training processes that set the stage for short- and long-term retention and results
- Building and leading high-performing team
Sales & Marketing
Sales & Marketing
Sales & Marketing
- Developing high conversion sales processes
- Offline Offline lead generation tactics tactics and strategies along with finding the right partners for online marketing
Profits & Process
Sales & Marketing
Profits & Process
- Knowing the finances of your business and using the numbers to make great business decisions
- Systemizing a business to scale and to transfer work from owners to team members to free up time
YOUR TRUSTED CFO
FINANCIAL INSIGHT AND REPORTING
LEADERSHIP AND CAPITAL OPTIMIZATION
FINANCIAL INSIGHT AND REPORTING
- Accurate Financial Reporting: Ensure timely and precise historical financial information.
- Performance Analysis: Analyze financial performance company-wide and by business segment for operational insights.
- Dynamic Financial Tools: Implement dynamic forecasting, budgeting, stress testing, and scenario building.
STRATEGIC FINANCIAL MANAGEMENT
LEADERSHIP AND CAPITAL OPTIMIZATION
FINANCIAL INSIGHT AND REPORTING
- Cash Flow and Liquidity: Establish cash flow management systems to ensure sufficient liquidity.
- Profitability Strategies: Develop methods to maximize income and support business growth and expansion.
- Investment and Cost Analysis: Provide strategic guidance on investments with a focus on ROI and cost-benefit analysis.
LEADERSHIP AND CAPITAL OPTIMIZATION
LEADERSHIP AND CAPITAL OPTIMIZATION
LEADERSHIP AND CAPITAL OPTIMIZATION
- Leadership in Finance: Advise senior leadership on financial matters and support the finance team.
- Capital and Debt Strategy: Guide capital acquisition and optimize the debt-to-equity ratio.
- Risk Management: Offer expert advice on investment decisions and risk management.