Virtual CFO Services

Build financial models that endure

The best financial models are simple and to the point. They deliver only the information a CEO needs to make smart and strategic decisions.

I build lean, clean financial models that enable better forward-looking projections, a clearer view of the company’s growth trajectory and provide accurate reporting of the company’s progress.

Oversee the Financial Function on a part-time basis

Hands-On Financial Management as needed

Revamp Financial Reporting to better inform

Develop Rolling Forecasts to smooth out seasonality

Act as Analyst and Advisor to Owner/CEO:

  • Billing rates
  • Labor capacity
  • Volume constraints
  • Eroding margins
  • Cash tightness
  • Emerging challenges

Define and Implement Key Performance/productivity metrics

Develop Alternative Solutions to financial issues

Build Chart of Accounts for accurate and clean financial reporting

Forecast Cash Flow using a model you can tweak and update yourself