Matthew A.

I’m a Certified Public Accountant (CPA) and Fractional CFO with 20+ years of experience helping founders, executives, and growing companies make smarter financial decisions, reduce tax exposure, and scale with intention. If you’re dealing with unclear financials, cash flow stress, tax inefficiencies, or investor pressure, I step in as a strategic partner, not just a number-cruncher. What I Help Clients Achieve: ✅ Clear, decision-ready financial reporting ✅ Improved cash flow and profitability ✅ Reduced tax burden through proactive planning ✅ Investor-grade financial models and forecasts ✅ Confidence in fundraising, acquisitions, and growth decisions How I Typically Work: Diagnose: Review your current financials, tax structure, and operational gaps Design: Build clean models, forecasts, and strategies tailored to your business Execute: Implement improvements and guide decision-making as your CFO partner Core Services: Fractional CFO & Financial Strategy Financial Modeling, Forecasting & Budgeting Cash Flow & Profitability Optimization Tax Planning & CPA Advisory (Tax Preparation including 1120, 1120S, 1065, 1040) Investor & Lender Readiness (fundraising, due diligence): Strategic Planning for Growth & Scaling Who I Work Best With: Founders & business owners who want a strategic finance partner, not just compliance Startups and growth-stage companies preparing to scale Businesses needing both CFO-level insight and CPA-level accuracy Clients value my ability to simplify complex financial issues, communicate clearly, and focus on outcomes that actually move the business forward. If you’re looking for a long-term financial partner who thinks like an owner and operates like a CFO, let’s talk. 👉 Send me a message with what you’re working on — I’ll reply quickly, usually same-day. 👉 If you’ve got a job ready to go, hit “Invite to Job” and include any key context you want me to review. If you want more information on my experience: I have over 20 years of experience and I have been a Certified Public Accountant (CPA) since 2005. I have worked as a Chief Financial Officer (CFO) for years, and consult for many businesses, to help with strategic planning and advice, tax preparation, accounting, bookkeeping and financial accounting. I have worked with businesses from small startups to large established companies. Some of my work experience and qualifications at a glance: - Venture Capital CFO - High Net Worth Tax Planning and Corporate Tax Returns - Venture Capital Chief Financial Officer (CFO) - Private Equity (Real Estate) Senior Controller - Audit Manager at KPMG - Performed US GAAP and IFRS Audits - Certified Public Accountant +20 years - Masters Degree in Accounting - Bachelors Degree in Accounting - Bachelors Degree in Finance Some of my specialties include: - Reduce tax burden - Improve forecasting accuracy - Prepare for investor due diligence - Assisting start-up companies with fundraising, pitch decks, term sheet negotiations, and due diligence. - Performing financial analysis and due diligence on potential investments and analyzing companies at various investment stages (Seed Rounds to IPO). - Private company valuations under US GAAP ASC 820. - Working closely with CEOs and other executives on strategic planning and deal analysis. - Assistance with streamlining accounting and back office processes and procedures. - Leading teams ranging from 3 to +30 staff members. I have a team of CPAs and experienced accountants who work with businesses in a variety of industries including e-commerce. You can visit us at AverkampCPA com and view our Google Reviews for additional references. ✅ CFO Advisory ✅ Tax Planning including Corporate Taxes (1120, 1120S, 1065) & Individual Taxes (1040) ✅ Financial Modeling ✅ Bookkeeping and QuickBooks Accounting ✅ Fundraising Support (Access to Debt Lenders) ✅ Startup Finance ✅ GAAP/IFRS ✅ Venture Capital CFO Accounting Software Expertise: • Quickbooks Online • Xero • Wave Accounting • Sage • NetSuite