Consultant

As an outsourced CFO and strategy consultant for small businesses, I serve my clients’ needs for expert advice on financial management and business strategy.

Financial Management Consulting: Financial management involves strategic management of business finances at their optimal level. As their outsourced CFO, some of the services I provide to my small business clients include:

• Evaluation and Optimization of Capital Structure
• Assist in Capital Raising and Financing
• Financial Planning and Analysis
• Financial Performance Metrics and Measurements
• Financial Risk Management
• Treasury Management
• Financial Operational Efficiency
• Recruitment and Training of Accounting and Finance Staff
• Board of Director Services

Business Strategy Consulting: Business strategy is a roadmap to achieving your business goals and ultimately realizing your business vision. As a small business strategy consultant, my services include:

• Business Plan Development
• Business Growth Strategy
• Pricing Strategy
• Marketing Strategy
• Business Acquisition Support
• Business Exit Planning

I offer an a la carte service menu and a flexible fee structure (hourly, fixed, hybrid, project-based, contingent, equity-based, etc.) along with multiple service delivery options (onsite, remote, over-the-phone, virtual, etc.) to fit your budget and schedule. Let’s discuss how together we can take your small business to the next level.