I’ll work with you to tailor the appropriate package for your needs… I’ve led and been directly involved in projects like the ones below.
Ongoing financial management including
Bookkeeping and reconciliations (transactions, accounts, credit cards)
Standard and custom reporting (P&L, balance sheet, cash flow, KPIs)
Financial analysis, budgeting, forecasting, and revenue modeling
Payroll setup and management
Accounts payable and vendor management, including 1099s
Inventory tracking and cost analysis
Systems setup and optimization (QuickBooks Online, Xero, Stripe integrations, class-based reporting, automated workflows)
Compliance support: state licensing, insurance requirements, and LLC filings
Grant and loan tracking, including financial reporting requirements
Fractional CFO services: high-level strategy for cash flow, fundraising readiness, and financial health reviews
Capital raise preparation and support
HR process review, strategy, and ongoing support
Employee experience and culture design
Onboarding and SOP creation (repeatable processes for scaling teams)
Vendor, stakeholder, and employee relationship management
Event planning, meeting facilitation, and logistics
Special projects: due diligence prep, audits, or M&A conversations