CFO Minded helps small businesses achieve market dominance while staying true to their mission. Rather than piecing together solutions for growth, CFO Minded provides comprehensive financial management, allowing CEOs to lead with confidence. Clients have included: Family Style Inc., KWSM Digital, Thriving Learners, To The Moon Social, Safire Partners, Medium Rare, Dyrdek Enterprises, SnowGlobe Music Festival, BioBeats, Van Leeuwen Ice Cream, and Yeastie Boys Bagels.Secured $5M+ seed round funding over 10 years and currently managing $30M in e-commerce, digital agency, and education business revenue.Notable client wins include:+ Implemented financial infrastructure that resulted in 300% revenue growth in one year for service-based business.+ Led 7-figure private equity financing resulting in successful exit. + Overhauled corporate entity structure, software systems (accounting, payroll, and point of sale), and accounting processes allowing company to rapidly scale, earning $9M gross revenue in one year.+ Re-engineered compensation plan to align with business operations, resulting in cash flow negative to cash flow positive in 6 months.

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Provided financial oversight and entity restructuring as the restaurant group scaled from 7-20 locations. Implemented a financial management dashboard, establishing an accounting system, and instituted a new payroll structure, resulting in: + $8M in debt/equity financing,+ 10% reduction in labor costs, and+ $10M in revenue since inception.

Managed outsourced accounting and business advisory services in excess of $2M revenue annually, including special initiatives such as:+ Software implementation that created improved accounting efficiencies;+ Chart of accounts reviews resulting in improved P&L functionality, cash flow, and debt reduction; and+ Moving financial statements from cash to accrual basis, giving a more accurate representation of the business’s operations.

Collaborating directly with President, oversaw financial operations, directed corporate accounting, and managed HR processes, resulting in:+ Elimination of $250k operating loss within one year,+ Due diligence that facilitated 8-figure, high-profile merger, and+ Development of compensation plan to 10x revenue over eight years.

Joining the financial audit practice in the Silicon Valley and Los Angeles offices, I supported semiconductors, software, social media, venture capital, and film and television clients to:+ Ensure financial accuracy and SEC regulations and+ Roll-out Sarbanes–Oxley Act and internal operations testing.