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Taking Your Business to
the Next Level

As a fractional Controller with extensive experience in financial management, I provide startups with the critical financial expertise they need without the overhead of a full-time hire. I specialize in setting up streamlined financial systems, creating clear Standard Operating Procedures (SOPs), and delivering actionable insights through accurate financial reporting. By managing cash flow, budgets, and compliance, I help founders focus on growing their business while ensuring they have a solid financial foundation. My cost-effective solutions are tailored to early-stage companies, offering the perfect balance of simplicity, efficiency, and scalability

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Our Services

1

Financial Systems Setup

  • Implement and optimize accounting software like QuickBooks Online, Xero, or Microsoft Dynamics.

  • Establish financial processes for accounts payable, receivable, and payroll.

  • Create and document Standard Operating Procedures (SOPs) for key financial tasks.

  • Design chart of accounts tailored to the startup’s business model.

2

Financial Reporting

  • Prepare monthly, quarterly, and annual financial statements (income statement, balance sheet, and cash flow).

  • Provide insights through KPI tracking (e.g., burn rate, runway, revenue growth).

  • Develop and deliver dashboards to help founders understand their financial health at a glance.

3

Budgeting and Cash Flow Management

  • Build budgets and forecasts that align with the startup’s goals.

  • Manage cash flow to ensure sufficient runway and avoid financial bottlenecks.

  • Provide actionable recommendations to optimize expenses.

4

Compliance and Audit Readiness

  • Ensure accurate record-keeping and financial compliance with state and federal laws.

  • Help startups prepare for tax filings and audits.

  • Maintain financial controls to safeguard against errors or fraud.

5

Advisory and Strategic Financial Planning

  • Support fundraising efforts by preparing financial projections and models.

  • Partner with founders to plan for scaling operations (e.g., hiring, capital expenditures).

  • Advise on cost structures and pricing strategies for new products/services.

6

Interim Financial Leadership

  • Serve as an interim or part-time Controller to bridge gaps in the startup’s financial leadership.

  • Work alongside founders to establish long-term financial strategies and hire internal staff when ready.

7

Transactional Support

  • Reconcile bank accounts, credit card statements, and manage expense reporting.

  • Oversee bookkeeping processes, ensuring accuracy and efficiency.

8

Financial Process Automation

  • Identify opportunities for automation in invoicing, expense tracking, and reporting to save time and reduce errors.

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