I help CEOs of businesses doing $1-$30m in revenue scale as their Fractional CFO.
What makes me different:
While most Fractional CFOs have a background in accounting and/or tax, I am a "Recovering CEO" who has run all aspects of a company. My background as a CEO alongside my experience as a CFO & leader for 250+ companies in the last 16 years, allows me to be more holistic and strategic in my approach, which is what I have found CEO’s need in companies <$30m in their CFO.
How I do it:
I lead, manage and hold accountable Accounting/Finance teams.
I support Marketing, Sales, Ops, HR, Legal and Admin teams with a finance perspective
I develop capital strategy and support capital raising when necessary.
I support the strategic planning process aligning long term goals with daily KPIs.
Potential Deliverables: Annual Strategic Financial Plan, Capital Strategy, Comprehensive Compensation Plans, Analysis of Financial Data, Weekly Cash Flow Projections, Budgets, KPI Dashboards, Monthly Financial Reports, Financial Projections and most importantly ideas to create company value and profits!
Benefits:
CEOs have more time to focus on the revenue generating parts of the business (Marketing, Sales and Product) as I lead the back office for them.
CEOs also benefit from an independent 3rd party perspective on the biggest challenges to their goals.
CEOs benefit from having a financial expert on the leadership team for a fraction of the cost of a full time CFO.
My Experience:
Served as Fractional CFO for 250+ CEOs in the last 15 years.
Started, built and sold my own company as CEO
Helped scale a professional services company from $3-$16m in 5 years.
Grew a CPG company from idea to $10m in 4 years.
Specialized Industry Experience in Professional Services, CPG, Technology, Sports/Wellness/Health Companies, Startups and Event Planning
Passionate about the Entrepreneur Operating System (EOS)
-
Industry
-
Business Consulting and Services
-
Company size
-
2-10 employees
-
Headquarters
-
Delray Beach, Florida
-
Type
-
Privately Held
-
Founded
-
2010
-
Specialties
-
Funding Services, Fractional CFO, Finance, SMB, Cash Flow Management, Accounting, and Projections
