John M.

Overview Provide affordable CFO / Controller services for startups preparing to raise venture capital or other financing or are ready to create an integrated financial infrastructure that connects the entire organization and supports strategic goals. CFO Services ♦ Perform traditional CFO duties, but work remotely and on a part-time basis ♦ Work with management to build a profitable business model and set strategic goals ♦ Create Balanced Scorecards tied to strategic goals and track using KPIs and dashboards ♦ Monitor financial performance using cloud technology ♦ Offer financial guidance on company decisions ♦ Help secure liquidity and financing sources ♦ Create an enterprise risk management system to identify and mitigate threats Due Diligence Preparation ♦ Create budget / forecast models ♦ Compile financial statements including balance sheet reconciliations and variance analysis ♦ Cash management and burn-rate analysis ♦ Track key metrics ♦ Assist with technical accounting issues and tax planning Financial Systems Implementation ♦ ERP recommendations / implementation ♦ Create SOX-compliant internal control systems ♦ Develop integrated policies and procedures including Executive Management, Operations, HR and IT Other Services ♦ Cost saving ideas ♦ Foreign currency conversions ♦ Hedging strategies ♦ Collections ♦ Back-office functions