Financial Consulting

Systems Setup & Migration

Move from spreadsheets to cloud accounting or ERP (Quickbooks -> NetSuite, etc)

KPI Dashboards/Investor Reports

Real-time dashboards and board ready presentations

Cash Flow & Budgeting

Create dynamic cash flow models, rolling forecasts and long term budgets.

M&A Fundraising 

Due diligence prep, data room setup, investor decks, deal negotiation. 

Process Automation

Automate Accounts Payable/Accounts Receivable, invoicing, and reporting workflows.

Strategic CFO Advising

Scenario planning, business model optimization, pricing and marginal analysis.