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ExclusiveCFO Offer for March – Technical Memos
Do your auditors give you a bad time in front of your Audit Committee or Board? Do you want your technical memos written in a professional / CPA way? I have a brilliant techie cpa available to you in...
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Financial Models to Support fundraising
Fundraising? Want some feedback on your pitch? your strategic plan? I have financial models that I have used for various industries and businesses, let me customize one for you. - SaaS, Manufacturing,...
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a-la-carte cfo services
Want to just pay for what you need and no more? Perfect projects for me to fit in! Graphs, powerpoint, month end reports, cash analysis, runway and what if, etc. Email or call for immediate support...
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Month end accounting review
Does your bookkeeper give you financials that leave you with questions? Let me come by at month end, review and report. Your bookkeeper can email me any time for real time answers.
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Projects – how do you staff them?
Do you have ongoing projects that you thought your staff could absorb and handle but now those projects just won’t come to a conclusion? You and many others have had this experience. Your team already...
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Frequently Asked Questions -How to talk to employees about cash position
How do you talk to your employees about your cash position? On one side they don’t understand how little there is so they are not as careful, frugal, they insist on autonomy, maybe an expense budget,...
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May Offer
For May we are offering up to 4 hours free analysis. Explain your business and what you are trying to do, provide data in my secure site, receive back analysis you are looking for. This could be for a...
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Venture Debt
Attended Ropes &Grey presentation on venture debt and mezzanine debt today. Seems it is more popular now with early stage pre-revenue companies. Good panel. Silicon Valley Bank spoke to...
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Model – complex formulas to make simple to use Plan
Just completed a very fun little project. My first mobile app plan! Someone wanted a simple looking model, couple tabs, where they could change key assumptions and see effect. There was a certain...
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Paying your consultant
How to structure payment to your consultants depends on a couple variables. Is the project they are completing a short term or one time effort? Maybe an hourly rate with a cap or a set fee is best. Is...
View ArticleClik here to view.
Month end accounting review
Does your bookkeeper give you financials that leave you with questions? Let me come by at month end, review and report. Your bookkeeper can email me any time for real time answers.
View ArticleClik here to view.
Projects – how do you staff them?
Do you have ongoing projects that you thought your staff could absorb and handle but now those projects just won’t come to a conclusion? You and many others have had this experience. Your team already...
View ArticleClik here to view.
Frequently Asked Questions -How to talk to employees about cash position
How do you talk to your employees about your cash position? On one side they don’t understand how little there is so they are not as careful, frugal, they insist on autonomy, maybe an expense budget,...
View ArticleClik here to view.
May Offer
For May we are offering up to 4 hours free analysis. Explain your business and what you are trying to do, provide data in my secure site, receive back analysis you are looking for. This could be for a...
View ArticleClik here to view.
Venture Debt
Attended Ropes &Grey presentation on venture debt and mezzanine debt today. Seems it is more popular now with early stage pre-revenue companies. Good panel. Silicon Valley Bank spoke to...
View ArticleClik here to view.
Model – complex formulas to make simple to use Plan
Just completed a very fun little project. My first mobile app plan! Someone wanted a simple looking model, couple tabs, where they could change key assumptions and see effect. There was a certain...
View ArticleClik here to view.
Paying your consultant
How to structure payment to your consultants depends on a couple variables. Is the project they are completing a short term or one time effort? Maybe an hourly rate with a cap or a set fee is best. Is...
View ArticleYour Cash Runway Matters
In today’s thriving yet volatile financial market you can not assume you can raise more money. It is critical to your long-term success to know your cash runway, monitor your cash flow, have a plan....
View ArticleCFO/CEO/Board Relationship
A topic I’m frequently asked about – when is it appropriate for the CFO to talk to the Board Directors directly? There is a range of opinions and styles amongst my peers. My style is to partner with...
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Too much paper, make it go away!
My clients say “make it go away”, the endless paper – checks to sign, invoices, mail, contracts. Our Team embraces technology and change while adhering to accounting principles and controls. Wouldn’t...
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