About Jeffrey

25+ years CPA focusing on fractional CFO services for small businesses in various industries. My firm as a team can provide fractional CFO, controller, bookkeeping, tax and project services. We are also a very technology savvy group that can assist with custom database development, custom financial modeling and forecasting tools. Our approach is to meet with you to assess financial related pain points and opportunities and to improve them with a custom engagement to suit your needs.

Company Size

Pre-revenue / Startup $0–1M revenue $1–10M $10–50M $50M+

Engagement Types

Fractional CFO Interim CFO Special Project Support

Company Stages

Pre-revenue Early-stage startup Scaling / Growth PE-backed Preparing for exit

Industries

Also Open To
SaaS / Tech Retail / Ecommerce Manufacturing Healthcare Professional Services Real Estate / Construction Real Estate / Hospitality Asset / Investment Management Family Office Distribution Nonprofit Life Sciences Consumer Packaged Goods

Services

Strategy & Ongoing CFO Support Budgeting, Forecasting & Financial Analysis Cash Flow Management Fundraising / Capital Strategy M&A / Exit Preparation Board / Investor Reporting Accounting & Monthly Close Audit Prep, Controls & Compliance Systems / AI / ERP Implementation Tax advisory

Education & Certifications

BA
MBA
CPA

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