Get Ready to Grow Together

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• Financial Risk Management: Identify and mitigate financials risks in supply and demand flow, regulatory changes, technological advances, adequate training and staffing.
• Cash Flow Management: Implementing a process to track working capital and managing liquidity to support long term growth
• Internal Controls: Implementing and maintaining a system of procedures to mitigate risk, prevent error, and enhance performance.

• Budgeting and Forecasting: Develop comprehensive budgets and financial forecasts to monito company performance and create improvements. 
• Financial Reporting: Tracking periodic reports to compare performance to previously set goals
• Performance Metrics: Creation of performance metrics through business analysis for enhanced efficiency.

• Corporate Governance: Creating transparency, accountability and equity through management in the company to protect all interests.
• Regulatory Compliance: Ensuring compliance with industry  specific regulations and standards. 
• Audit Support: Preparation, planning, and assistance through audit process.
• Stakeholder Communications: Communicating financial insights, recommendations, and reports to team of partners, investors, or board members

• Bookkeeping: Complete coding, entry, and overview of financial transactions.
• Payroll and Contractor Management: Perform, track, and file all tasks in relations to employees and contractor respectively.
• Training: Provide additional training to employees   to master or understand their involvement in the financial process.
• Special Projects: As needed clean up, reporting or other custom needs. 

Creating a custom guideline for your company to ensure financial success is my intent. Whether you need a one time clean up, recurring oversight over financials, or a complete new vision and pathway, I cater my skills to realizing your target.

When setting up an appointment, be prepared to share about yourself, company and goals. This initial discussion will help us form a plan that will translate to efficient financial performance. This outline will continue to evolve and will provide us a metric to make sure we are achieving our objectives throughout our partnership.