Chief Financial Partner

Created to build a partnership with business owners, executive leaders and investors, Chief Financial Partner combines functional expertise with practical experience. This means first-hand experience dealing with analyst-level detail to CFO and COO strategic and tactical issues. It means thoughtful advice to help you execute your most aggressive growth plans or enact the most urgent turnaround. Visit my website or contact me to learn more about my services: 🌿 Build detailed budgets and create actionable forecasts to identify performance gaps, risks and opportunities 🌿 Forecast your cash needs and required investment returns more accurately 🌿 Plan for transitions critical to your business 🌿 Prepare you for an acquisition, whether you’re selling or buying 🌿 Organize your financial reporting, data room structure and dashboards 🌿 Gain confidence from prospective investors or buyers 🌿 Identify and measure key performance indicators 🌿 Accurately forecast sales and plan commission structure 🌿 Improve your board, investor, bank and customer communications 🌿 Leverage technology to make your team more efficient 🌿 Optimize resources to prioritize your hiring decisions 🌿 Interim C-level services or offload duties from your busy CFO or COO 🌿 Provide bookkeeping, tax advisory and technical accounting review through my partner firms