For Startup Businesses As the former CFO of a venture-backed high technology company, I know firsthand the challenges a new enterprise faces. Because the financial decisions you make today have far-reaching implications, I provide CFO services designed with your future success in mind.

If you’re building a company from the ground up, I’ll help you determine the best business structure, develop a sound business model, identify sources of funding, and establish systems that support your growing enterprise. If you’re acquiring a business, undergoing a merger, or even selling a business, I can give you the structural recommendations, objective analysis, and tax guidance you need for a smooth transition. As you grow, I can provide the leadership and services required for a full-fledged corporation.

While you’re consumed with the heady responsibilities of entrepreneurship, let me provide the firm financial steering you need for your business to really take off.

Services

Business Entity Selection

Choosing a business entity (e.g., "S" corporation, sole proprietorship, LLC) is a crucial decision that can have long-standing tax implications, positive or negative. I will help you evaluate the pros and cons of each entity type so that you can make the most advantageous decision for your new business.

Business Plan Development

A comprehensive, well-thought-out business plan helps clarify objectives, obtain funding, manage operations, market effectively, and achieve financial goals. By providing valuable financial insight and critical feedback, I will help you develop a plan from scratch, or revise an existing plan to meet new challenges.

Business System Implementation

Well-organized financial processes ensure that your day-to-day business operations run smoothly. I evaluate your current processes from a technological and organizational perspective and recommend effective ways to manage your routine financial tasks. I help you choose and implement the specific accounting system that suits your needs. I also collaborate with legal, insurance, banking, or human resources professionals to establish appropriate administrative systems.

I also educate and mentor your staff to ensure that bookkeeping, payroll management, benefits administration, and other “back-office” administrative tasks are carried out in the most efficient manner possible.

Business Valuations

If you are thinking of buying a new business, you need to know its true worth, including all assets. I will provide objective analysis and coordination to assist you in the determining the value of any business in which you have an interest.

Buying or Selling a Business

A critical step in buying or selling a business is structuring the acquisition or disposition process correctly. I can guide you through this process, addressing important issues such as cash flow analysis and tax considerations.

Cash Flow and Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. I can evaluate and forecast your company's present financial condition, estimate financing requirements, and monitor cash flow sources and uses.

Debt and Financing Services

Accounting professionals deal with debt management and financing evaluation issues every day. Let me use my experience to help you secure financing for your business or consolidate your current business debt to a more manageable level.

Financial Strategy and Forecasting

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. You must know what activities and market assumptions have had the greatest impact on your business’s success, and project them into a model for future growth. Depending on the scale and needs of your business, I can provide simple projections or complex financial modeling.

Financial Reporting

If you’ve been up and running for some time, in-depth financial reporting of past business activity is extremely useful for making management decisions, and can help you find constructive ways to maximize your company's profitability and efficiency. Management, investors, lenders, and taxing authorities also all need accurate, timely statements of your business’s profitability.

Tax Services

I take a proactive, not reactive, approach to tax services. By keeping current on new tax legislation, I can identify key tax planning opportunities throughout the year that minimize your current and future tax liabilities. I work with your tax preparer to coordinate tax return preparation and to achieve optimal tax planning for your company.