James Warren Email & Phone Number

As your business grows, you need more than rote compliance and backwards-looking reporting from your accounting and finance team. With more than 20 years of professional experience spent as an accounting executive in industry and as a certified public accountant delivering client solutions, I provide fractional CFO services to businesses that are ready for a strategic-minded partner, capable of turning financial data into actionable insights. 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗖𝗙𝗢 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀My fractional CFO services empower businesses to enhance their financial strategies without the overhead of a full-time executive. I collaborate closely with leadership teams to drive data-driven decisions, streamline financial operations, and implement robust financial frameworks that support long-term success. Engage me to:• Serve as a trusted c-suite partner, capable of providing high-level guidance on a variety of internal and external business issues • Deliver forecasting and budgeting tools that enable owners and business leaders to understand exactly how resource allocation decisions will impact future financial results, including cash-on-hand at specific points in time• Define or refine the KPIs that drive success; develop associated KPI dashboard reporting • Streamline accounting processes and use technology to improve reporting cadences and capabilities; provide accounting system implementation project management/support• Manage the relationships that are most critical to accessing capital, including investor and banking relationships• Lead and administer M&A activities𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀As a Certified Public Accountant who also holds the American Institute of CPA's Accredited in Business Valuation (ABV) credential, my approach to business valuation combines meticulous analysis with common sense and rigorous adherence to the applicable professional standards, resulting in clear, defensible valuations that can withstand scrutiny. With a strong foundation in finance and accounting and extensive experience across various industries, I provide comprehensive valuation services for use in:• Estate and gift tax reporting• Marital dissolution proceedings• Ownership disputes• Mergers and acquisitions

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  University Of Nebraska-Lincoln

  Law