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What We do
Forward Thinking & Strategic
Outsourced Virtual CFO
- Business Strategy Frameworks
- Financial Modeling & Scenario Analysis
- Capital Structuring
- Fundraising Guidance
- Key Performance Indicators (KPI) Mgt
- Forecasting
- Valuation Analysis
Virtual Coaching
- Coach to President / CEO
- Coach to CFO / Finance Team
- Strategic Planning Facilitator
- Meeting Facilitator
Operational & Interactive
Capital Raising, Mergers & Acquisitions / Exits
- Optimal Deal Structuring & Evaluation
- Term Sheet Coaching & Negotiating
- Earn-Out Advisory
- Opportunity Cost
Investor Relations
- Investor Communications
- Investor Presentations / Decks
- Delivery of Financial Statements
- Preparation of Historical Financial Statements
- Preparation of Projected Financial Statements
- Preparation of Financial Statement Management, Discussion & Analysis (MD&A)
Operational
- Legal Oversight
- Banking Integration Oversight
- Human Resource Management
- Payroll Outsourcing
Outsourced Virtual Accounting
Virtual Bookkeeping & Accounting
- General Bookkeeping
- Oversight of Accounting Systems and Related Integrated Platforms
- Financial Statement Reporting & Analysis
Tax & Audit
- Audit Sourcing & Oversight
- Tax Sourcing & Oversight
Let Us Know What You Need Help With
Transform Your Business Today
Where does your business need more support? We offer a broad range of services and packages that be customized to your needs. Send me a message today, and we can start you on a path to success.