Sell-Side Advisory / Business Exits
Fundraising (Equity or Debt Capital)
Interim CFO or Accounting Support
Strategy Framework Integrations (EOS & OKRs)
PBC List/Data Room Management
Audit Preparation and Assistance
Software Implementations / Migration (QBO, Bill.com, etc.)
Board / Investor Presentations
Financial Systems Implementations
Standard Operating Procedure (SOP) Development
Cash Flow Model Development
Budget & Forecast Model Development
Business Expansion Strategies
Cost Reduction Strategies