Book a 30-minute introductory meeting.
- Break-even/cost analysis for a specific product/service
- Forecasting & financial modeling
- Budgeting
- Cash flow analysis & improvement
- Diagnosing problems and implementing solutions
- Creating or optimizing collection systems and billing management
- Positioning your company well for loans and investors
- Demystifying your balance sheet
- Creating & customizing internal controls to detect and prevent fraud in your business
- Assessing whether your bookkeeper is recording transactions properly
- Determining the best type of accounting method for your business (and it doesn’t have to match your tax return!)
- Preparing your company to sell
- Ensuring there’s no commingling of funds
For larger companies (annual revenue over $50 million), I cut through the burdensome, manual tasks to automate and optimize your critical processes. I’m also an expert in:
- Augmenting your executive-level capacity when your existing CFO or Controller is overwhelmed with work
- Preparing your company for an audit
- Special projects
Book a 30-minute introductory meeting.
