✅ CFO SERVICES
✅ TAX SERVICES
✅ AUDIT SERVICES
Growing companies often face profit leaks, cash flow surprises, and missed opportunities. A CFO gives you clarity and strategy
🗂 Strategy Session
📊 Cash Flow Forecasting
💹 Profitability Analysis
📑 KPI Tracking & Reporting
🏦 Investor/Lender Reporting
“Diagnosed why a trucking client was operating at a loss and provided actionable strategies to restore profitability.”
“Revealed that a trucking client’s productivity was only 63%, explaining their cash flow gap. Developed a strategy to improve performance against industry standards to increase revenue in $20M”
“Prepared a complete financial package — including historicals and acquisition budgets — for a logistics group’s $200M M&A deal.”
“Built forward-looking financial statements that supported successful fundraising for a $1B Fintech / Crypto company.”
“Created forecasted financial statements for a client securing a European banking license from regulators, - startup phase”.
“Helped a wealth management firm uncover why they were unprofitable and implemented revenue and cost strategies that turned them around to a $12M net profit.”
“Supported a client with quarterly financial reporting to ensure compliance with the U.S. Securities and Exchange Commission. It is important to comply as a Publicly Traded Company.
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