The
Method
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Intake [1-2 Days]
Goals: Understand your business objectives, operations, and your goals as a leader and gather data requirements.
Expectations: Initial intake will require 1-2 hour-long sessions for me to get a comprehensive picture of your business, financial status, and financial competencies.
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Development [4-8 Weeks]
Goals: Build custom models and repeatable processes for the business to fit its specific needs (this is my favorite part).
Expectations: The development stage is very data and business-dependent. The nuances in the business or data inefficiencies will elongate the process.
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Analysis [2 Weeks]
Goals: Identify key metrics in the data and create a financial narrative.
Expectations: Using models and your business knowledge, I will identify how the business is performing and where there are gaps or opportunities.
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Execution [1-2 Days]
Goals: Identify key metrics in the data and create a financial narrative.
Expectations: Using models and your business knowledge, I will identify how the business is performing and where there are gaps or opportunities.
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Maintenance [Monthly]
Goals: Manage and maintain finances, so you can focus on your business.
Expectations: Continual management of financials and strategic advice to give you peace of mind as you operate. Using models and your business knowledge, I will identify how the business is performing and where there are gaps or opportunities.
Plans & Options
Reach out for rates!
Premium Monthly Service Package
Monthly, providing strategic financial oversight and operational execution across core areas of finance and cash flow management. Responsibilities include:
3-Statement Financial Model
Maintain and update “The Company’s” monthly and quarterly cash flow projections, income statement, and balance sheet
Flag upcoming cash shortages or overages and advise on mitigation or investment strategies.
Flag overall financial and operational performance and advise on mitigation or investment strategies.
Advanced Financial Modeling and Analysis
Customer retention, pricing/volume drivers, ROI, etc.
Contractor Payouts
Oversee and track payments for all contractors
Maintain a live dashboard of contractor commitments and payout timelines
Compensation Planning
Assist with mapping out compensation strategy, including planned raises, new hires, and cost modeling for both W2 and contractors
Client Billing & A/R
Advice on payment term negotiation and strategy
Draft and manage client invoices monthly
Track payments received and outstanding balances
Coordinate with operations and the CEO on follow-ups as needed
Financial Reporting & Advising
Deliver a monthly financial snapshot, including cash position, burn rate, and upcoming liabilities
Act as a strategic advisor to the CEO on financial planning, hiring feasibility, and long-term sustainability
Develop key metrics, presentations, and a financial story
Growth Planning
Ad hoc scenario analysis for investment or growth opportunities
Deliverables
Virtual check-ins 3x per month (1hr)
Monthly financial statements, KPIs, and presentation
Contractor payout log
Monthly invoice tracker (client billing + payment status)
Ad hoc advisory on raises, new hires, and spend planning
Standard Monthly Service Package
Monthly, providing strategic financial oversight and operational execution across core areas of finance and cash flow management. Responsibilities include:
Cash Flow Model/Oversight
Maintain and update “The Company’s” monthly and quarterly cash flow projections
Flag upcoming cash shortages or overages and advise on mitigation or investment strategies.
Contractor Payouts
Oversee and track payments for all contractors
Maintain a live dashboard of contractor commitments and payout timelines
Compensation Planning
Assist with mapping out compensation strategy, including planned raises, new hires, and cost modeling for both W2 and contractors
Client Billing & A/R
Advice on payment term negotiation and strategy
Draft and manage client invoices monthly
Track payments received and outstanding balances
Coordinate with operations and the CEO on follow-ups as needed
Financial Reporting & Advising
Deliver a monthly financial snapshot including cash position, burn rate, and upcoming liabilities
Act as a strategic advisor to the CEO on financial planning, hiring feasibility, and long-term sustainability
Develop key metrics, presentations, and a financial story
Growth Planning
Ad hoc scenario analysis for investment or growth opportunities
Deliverables
Virtual check-ins 2x per month (1hr)
Monthly cash flow projection
Contractor payout log
Monthly invoice tracker (client billing + payment status)
High-level monthly financial report
Ad hoc advisory on raises, new hires, and spend planning
Light-Touch Monthly Service Package
Monthly, providing strategic financial oversight and operational execution across core areas of finance and cash flow management. Responsibilities include:
Contractor Payouts
Oversee and track payments for all contractors
Maintain a live dashboard of contractor commitments and payout timelines
Client Billing & A/R
Advice on payment term negotiation and strategy
Draft and manage client invoices monthly
Track payments received and outstanding balances
Coordinate with operations and the CEO on follow-ups as needed
Deliverables
Virtual check-ins 2x per month (1hr)
Contractor payout log
Monthly invoice tracker (client billing + payment status)
One-Time Project Offerings
Financial Modeling
Custom Excel models, 5-year projections, revenue drivers, assumptions, key KPIs
Investor Pitch & Model
Deck review, KPI analysis, narrative, 3-statement model
Cash flow & Runway Planning
Cash burn forecast, scenario planning, reporting templates
Finance Function Setup
Systems audit, KPIs, dashboards, process creation
Board Reporting Pack
Build custom templates, automate data pulls, and strategy narration
Fundraising Support
Data room prep, model, deck coaching, and investor Q&A help
Interested in Working Together?
If you’re looking for finance guidance that’s human, practical, and tailored to your goals, we might just click. Reach out to get the conversation started!