Daniel B.

I help business owners turn financial information into a 📈strategic advantage.📈 Would a 🎯Free Strategic Profit and Cash Flow Analysis🎯 be useful for your business??? A lot of businesses are looking for ways to improve profitability, strengthen cash flow, scale, or build a stronger accounting and financial infrastructure. I've spent 20+ years helping companies solve exactly these types of challenges. My Free Strategic Profit and Cash Flow Analysis is designed to identify high-impact financial opportunities, potential concerns, and areas that may deserve a closer look. I'll review your financial information, provide a concise summary of what I find, and walk you through the opportunities and actions worth considering. 💬 If that would be useful for your business, send me a message and I'd be happy to discuss it with you. 📊 WHERE I CAN HELP Sometimes the problem is obvious. Other times, the financials show the symptom but not the underlying cause. I help business owners understand what's happening, why it's happening, and what to do about it. Common questions I help businesses answer: 🔹How do we fix our accounting and get reliable financials? 🔹 How do we improve our month-end close and financial reporting? 🔹 How do we build better management reporting, dashboards, and KPIs? 🔹 Why are we profitable but constantly short on cash? 🔹 Where are we losing margin or leaving profit on the table? 🔹 What's actually driving our financial performance? 🔹 What needs to change financially for us to scale? 🔹 Can we afford to hire, expand, invest, or take on debt? 🔹 Where should we focus first to have the greatest financial impact? 📈 FRACTIONAL CFO & FINANCIAL LEADERSHIP My role goes beyond reporting the numbers. I turn financial and operational information into insight that helps leadership improve profitability, strengthen cash flow, allocate resources, plan for growth, and make better business decisions. That can include providing financial oversight, identifying performance drivers and opportunities, developing forecasts and KPIs, evaluating strategic decisions, and helping management turn financial priorities into action. 🧩 SUPPORT WHERE YOU NEED IT Not every business needs the same solution. Some need a Fractional CFO. Others have an immediate Controller need, accounting that needs to be cleaned up or caught up, a month-end close that isn't working, or gaps in their existing financial team. With experience in both CFO and Controller roles, I can step in where the need exists today and help build the financial function the business needs going forward. I also lead Iron Bridge Financial Partners, my agency here on Upwork. When additional support is needed, I can bring in experienced professionals I work with directly across bookkeeping, accounting, controllership, AR/AP, payroll, and financial reporting. Instead of searching for and coordinating multiple independent resources, I can help identify the gaps, bring in the right support, and provide leadership and oversight across the financial function . 🏆 EXPERIENCE • 20+ years in accounting, finance, and operational leadership • 11+ years serving businesses in CFO and Controller capacities • CPA • Former Auditor with Moss Adams • Experience across construction, manufacturing, SaaS & technology, hospitality, e-commerce, professional services, and other service businesses My goal is simple: help you understand what's happening financially, identify what deserves attention, and turn that insight into better decisions and measurable financial improvement. 🎯 Not sure where to start? Message me about the Free Strategic Financial Assessment and let's see if it would be useful for your business.