Whether you want digestible and actionable executive level insights into your business's performance on a weekly or monthly basis
If you need help keeping your board/members informed with meaningful financial performance insights and reporting
I have a proven track record of giving you the financial insights you covet to be comfortable with your business's performance
Is your start-up seeking angel, seed, A round capital.
Does your business need smart debt financing as capital to support growth
Have a series of financing events due to expiring leases on equipment this year
Unsure how much runway you've got due to burning cash and want an actionable plan to course correct
One of my strengths is having a keen eye for identifying and building strategic partnership(s) needed to help your business flourish
Whether you are a startup or established business am happy to implement your accounting departments technological infrastructure and accounting/finance processes, assess and enhance any facet of your accounting department from banking, ERP, invoicing, A/P, payroll, general ledger/chart of accounts, transactional categorization, class accounting, payments & collections, month end close and more.
Whether it's your accounting/finance function or other areas of your business I have a proven track record of identifying areas where you can eliminate non-value added manual work via with automation or review your process for opportunities for improvement
I've reviewed, modified and negotiated thousands of contracts. If you or your counsels needs assistance with enhancing, modifying, simplifying, strengthening your contracts.
Don't have the capacity to get the best deal or want help negotiating that super important customer or vendor deal
Unsure if you are spending too little or too much on a certain aspect of your business. Overburdened with dues & subscriptions, professional fees, insurance premiums.
I'm happy to assess spend based ROI and/or evaluate areas of your business primed for cost reduction
Whether its your CRM, Accounting Software, Bill.pay, Expense Reimbursement, Banking, Customer billing I'd love to evaluate your tech stack and make sure you are maximing your existing technology investments, are there opportunities for automation or key elements missing in your stack
Could you use help assessing the health of your sales funnel and supporting pipeline building activities.
Is your sales team struggling to make forecast
Concerned you are leaving money on the table
I'm happy to bring a fresh perspective to this key aspect of your business and provide suggestions on changes that will make a positive difference to your bottom line
If you need assistance with short-, mid- and long-term business planning or are questioning your strategic direction or lack thereof and want to stop reacting and start executing based on a strategic business I'm your resource. My approach is to be the be the CEO's right hand and partner with them and any other members of the leadership team and/or board as needed
I can help you with your monthly, quarterly, annual, 3-year, 5-year or 10-year business plans and related financial forecast(s).
More than happy to build or refine budgets and if you need help with budget vs actual or struggling to identify that problem area anchoring your businesses financial performance, I'll gladly identify those element(s) of your business and provide actional solutions
Need help dealing with an audit, providing financials to your lenders, want to track financial covenant performance, or just looking for a risk assessment on your business?
I also do policy reviews, employee handbook creation and/or revisions
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