Courtney M.
Saint Johns, United States
100%
Job Success
Top Rated Plus
Fractional CFO / SaaS and Ecommerce
$99.00/hr
Is your business ready for growth and clarity?
As a seasoned Fractional CFO with over 10 years of experience, I have honed my skills in financial management, strategic planning, and operational efficiency to help businesses reach their full potential. I specialize in helping start-ups and mid-sized businesses streamline their financial operations and align their financial strategies with their business goals. My passion is providing the financial leadership and acumen needed to drive growth, improve performance, and increase profitability. I thrive on the challenge of turning financial data into strategic insights that drive business decision-making.
At this point in my career, I’ve worked with hundreds of clients, and just about every one of them has been completely satisfied with my service. The key to this success is delivering a massive return on investment (ROI).
With my extensive experience in financial management, I have developed a deep expertise in identifying and implementing cost-saving measures, maximizing revenue streams, and optimizing budget allocation. My approach is rooted in thorough data analysis and strategic planning to ensure long-term sustainability and growth for businesses of all sizes.
One of my key strengths is my ability to adapt to a wide range of industries. I have successfully navigated the unique financial landscapes of various sectors, from SaaS and manufacturing to breweries and Amazon retailers, tailoring my approach to fit each one's distinct needs. This adaptability has not only honed my versatility but has also equipped me with a broad understanding of diverse business models and market dynamics. This cross-industry experience allows me to bring fresh, interdisciplinary perspectives to the table, helping businesses to innovate and stay ahead of the curve.
If you're looking to outsource your financial needs, I would love to discuss how I can assist you. Let's connect and have a quick chat about the value I can bring to your business and how I can help your business reach its full potential.
Work history
Work history
Quickbooks Account Maintenance
Jun 11, 2020
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Nov 28, 2024
No feedback given
Private earnings
Startup valuation
Dec 10, 2022
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Oct 2, 2024
Private earnings
Looking for Fractional CPA for fast-growing e-commerce fashion brand
May 11, 2024
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Jun 25, 2024
"Great short-term help for our transitional phase converting to an inventory model."
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Fractional CFO
May 6, 2024
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May 28, 2024
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Fractional CFO
Feb 23, 2024
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May 9, 2024
"Courtney is a fantastic CFO. He stepped in and cleaned up a lot of financial problems we were having. Highly recommend!"
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Quick consultation - looking for your insight.
Dec 28, 2023
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Mar 27, 2024
"I hired Courtney for a quick consultation regarding my business. He provided valuable feedback and advice. He is professional, knowledgable, and very experienced in his field! If you need Fractional…
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Financial Modeling & Pitch Deck
Jul 19, 2021
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Mar 11, 2024
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Pro Forma Statement
Apr 27, 2023
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May 25, 2023
"Courtney was excellent to work with and provided exactly what we discussed."
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CPA needed for conversion from Cash to GAAP
Oct 10, 2022
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Mar 15, 2023
"It was great working with you!"
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Fractional CFO Needed for E-Commerce Business
Oct 19, 2022
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Mar 7, 2023
"I would definitely recommend Courtney to any business looking to get a detailed financial forecast, 13 week cashflow, and general financial health. I was handling our finances for the first…
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Fractional CFO
Oct 31, 2024
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Present
Job in progress
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Fractional CFO
Jul 19, 2024
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Present
Job in progress
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Business Manager | Quickbooks | Taxes | Accounting
Mar 11, 2024
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Present
Job in progress
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B2B SaaS Financial Management
Apr 11, 2023
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Present
Job in progress
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Fractional CFO (fashion retail)
Mar 27, 2023
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Present
Job in progress
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Financial Modeller for Enterprise SAAS Company (Series A Fundraising)
Mar 1, 2023
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Present
Job in progress
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Acquisition Financial Model
Dec 4, 2022
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Present
Job in progress
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Create Financial Model for Startup
Aug 24, 2022
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Present
Job in progress
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Financial Model Updates
Aug 5, 2022
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Present
Job in progress
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Need to hire an excel pro with 10+ years experience asap.
Jul 26, 2022
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Present
Job in progress
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Skills
Skills
- Microsoft Excel
- Financial Accounting
- Financial Modeling
- Business Valuation
- Startup Consulting
- SaaS
- Venture Capital Consulting
- CPA