Hire the Best Business Consultants in California

Key Highlights: 🎓Wharton Graduate. 🎓Stanford Graduate. 🏆CFO of a Billion-Dollar Company. 🏆Managing Director of a $100mm Real Estate Investment Firm. 🏆VP at a $2B PE Fund. 🏆Investment Banker - Growth Equity, Leveraged Buyouts, Leveraged Finance, M&A, Financial Restructuring 🏆Finance Professor at UCLA - Taught a class on Corporate Valuation; Taught a class on Capital Markets Services I Offer: ✅Accounting & Bookkeeping: Ensuring accurate and timely financial records. ✅Financial Modeling & Analysis: Delivering insights through detailed financial models. ✅Business Planning & Feasibility Studies: Developing clear and actionable strategies. ✅Private Equity & Leveraged Finance Solutions: Managing complex financial strategies for growth. ✅Debt & Equity Capital Markets Advisory: Assisting with capital raising and financial structuring. ✅Corporate Valuation & Financial Forecasting: Providing expert valuation and financial planning. ✅Logistics & Operations Consulting: Streamlining operations for improved efficiency.

Founders bring me in when a meaningful decision is approaching and the numbers are not yet ready. That usually means one of five things: ▶ a capital raise is coming ▶ debt or lender conversations need stronger support ▶ cash visibility is weak ▶ the forecast cannot be trusted ▶ investor, buyer, or diligence scrutiny is getting closer I work with founder-led companies that need decision-grade finance, not bookkeeping-only support. My core engagements include: 🔹 CFO Reviewed Financials™ A structured financial diagnostic that identifies the most important reporting, margin, liquidity, and control issues affecting decision quality. 🔹 CFO Reviewed Financial Model™ A diligence-grade review of an existing model to pressure-test assumptions, logic integrity, capital needs, and investor-readiness. 🔹 Comprehensive Financial Model™ A dynamic, driver-based model built for fundraising, debt, hiring decisions, expansion planning, or exit preparation. 🔹 Investor-Ready / Lender-Ready / Buyer-Ready Sprints Structured, time-boxed engagements for companies preparing for investor conversations, lender or credit discussions, buyer diligence, or exit-readiness planning. 🔹 Ongoing CFO Advisory Financial leadership for founders who need stronger forecasting, KPI discipline, reporting cadence, and strategic finance judgment. Published rate reflects initial advisory and diagnostic work. Larger readiness, modeling, and CFO engagements are scoped separately based on decision context, complexity, and timeline. Selected outcomes include: ✔ $29.3M raised across four VC rounds ✔ $20M expansion funding secured ✔ support for a $22.0M acquisition completed ahead of plan ✔ a $5M telehealth startup sale ✔ a turnaround from a $1.5M loss to a $0.5M profit I am a fit when the business has a real financial decision in front of it. I am not the right fit for bookkeeping-only, tax-return-only, or cosmetic spreadsheet work. If you are preparing for capital, debt, diligence, cash restructuring, or a strategic exit, send a message with the decision you need to make and the timeline you are working against.

🏆 Featured in the Los Angeles Business Journal, Bisnow and Costar. Financial & Business Consultant with expertise in: ✅Financial Modeling: Advanced models for budgeting, forecasting, and investment analysis. ✅Business Planning: Comprehensive plans for startups and established businesses, including market analysis and strategic road maps. Why Choose Me? ✅Successfully supported over 1000 clients globally. ✅Precision in financial data, ensuring accuracy and reliability. ✅Tailored strategies to meet specific business needs. ✅Commitment to meeting deadlines with top-quality work.

🏆 TOP RATED TALENT 💯100 % JOB SUCCESS Need actionable insights to grow your business? I’m a proven market research analyst and business consultant with a track record of delivering 5.0-rated results for startups, e-commerce, and edtech clients. Specializing in market research, pricing strategy, go-to-market plans, and copywriting, I help businesses identify high-demand opportunities, optimize strategies, and tell compelling stories. Here’s what I bring to the table: ✅Market Research: Uncovered top-selling digital products for Teachers Pay Teachers and analyzed e-commerce trends (5.0-rated projects). ✅Business Consulting: Crafted go-to-market strategies for HR systems and provided pricing insights for startups (5.0-rated). ✅Copywriting: Delivered engaging case studies and content that drives results (active project with $250 budget). ✅Consultations: Provided high-value 30/60-minute strategy sessions with perfect client feedback (5.0-rated). Whether you’re launching a product, scaling a startup, or refining your HR strategy, I deliver data-driven solutions tailored to your goals. Let’s connect to discuss how I can help you succeed! Skills: ➕Market Research ➕Business Consulting ➕Pricing Strategy ➕Go-To-Market Strategy ➕Copywriting ➕Survey Research ➕Data Analysis ➕HR Consulting ➕Product Research ➕Startup Consulting Recent Portfolio: ➡️Market Research for Teachers Pay Teachers Conducted in-depth analysis to identify high-demand digital products for educators, helping the client target profitable niches. 🧑‍💼 Client Feedback: Ongoing project with strong collaboration. ➡️Go-To-Market Plan for HR Management System Developed a strategic plan to launch an HR system, including market positioning and pricing recommendations. 🧑‍💼Client Feedback: “Outstanding work, delivered actionable insights on time.” ➡️Market Analysis for E-Commerce Product (Glu Gun Holder) Provided competitive analysis and pricing strategies for a niche product, driving informed business decisions. 🧑‍💼Client Feedback: “Exceptional research, highly recommended.” ➡️Copywriting for Case Study Crafting a compelling case study to showcase a client’s success, blending storytelling with data-driven insights. 🧑‍💼Client Feedback: Work in progress with positive collaboration. ➡️Business Strategy Consultations (30/60-Minute Sessions) (5.0 Rating, Multiple Projects) Delivered quick, high-impact sessions) 🚩Business/Financial Planning and Marketing🚩 ✔I excel in developing strategic business plans, conducting market research, and crafting marketing strategies that drive customer acquisition and retention. ✔My experience includes creating RFPs, grant applications, and implementing effective business processes to enhance overall operational efficiency. ✔I have a deep understanding of eCommerce, SaaS, and technology sectors, enabling me to align business strategies with industry trends and best practices. 🚩Data Analytics and Visualization🚩 ✔Proficient in data analytics and using tools such as Excel and Google Sheets to extract valuable insights from complex datasets. ✔Skilled in data visualization techniques, I can create visually appealing dashboards and charts to communicate key findings and facilitate data-driven decision-making. ✔I have a keen eye for identifying patterns, trends, and opportunities hidden within data, enabling businesses to optimize their operations and drive growth. By combining my expertise in business planning, marketing strategy, and data analytics, I can help companies gain a competitive edge, improve financial performance, and make data-informed decisions. My collaborative approach, strong problem-solving skills, and commitment to excellence make me an ideal partner in driving business success. I am available immediately and flexible in terms of rate and working hours. Regardless of time zones, I am committed to building a long-term relationship and delivering exceptional results. Let's discuss how I can contribute to your business objectives.🎯

With a Bachelor's degree in Accounting and Finance, I received CPA Excellence Award in Australia and I am an Advanced Certified QuickBooks ProAdvisor and currently working in California. Experience-wise, I have 20 years of accounting and finance experience gained from Big 4 and Fortune 500 corporations. Now I am running back office support company in Los Angeles providing bookkeeping, accounting, financial analysis, and outsourced controller services to small to mid-sized businesses locally and internationally. My service packages include: 1) Basic monthly bookkeeping This service is available for clients worldwide as long as you are using QuickBooks Online and provide monthly bank statements. Output includes a set of financial statements including Profit and Loss, Balance Sheet, and Cashflow Statement for your year-end tax filing. Additional graphs about your financial performance are also included. 2) Financial Planning & Analysis What do the numbers tell about your business? I analyze them, run a set of financial ratios and KPIs and give valuable insights about your business. These ratios help pinpoint areas in your business that require attention which ultimately results in increased profitability and productivity. 3) Outsourced Controller/CFO I provide on-site outsourced Controller/CFO services to station at your business (Los Angeles) or virtual controller/CFO service to help manage your accounting department, including reviewing and re-engineering the financial policies and procedures and providing advice on how to increase your profitability and productivity through best practices. 4) Business Consulting Service Other team members are professionals with over 25 years of experience in general management, accounting & finance, especially in the Mergers & Acquisitions field. We help provide hands-on management to your business or business advice as a virtual business consultant. Serving small businesses professionally both in Los Angeles and worldwide is my mission. Please drop me a line and let me know what I can do for you.

I have a history of high success in both the corporate and startup worlds: - Founded Hiperwall, grew it into a global multi-million-dollar business without investors - Managed Zetera global sales, marketing and manufacturing, helped raise over $20M - Part of the 4 person team that launched the Westinghouse line of LCD televisions - Oversaw a corporate turn-around at Premier mounts, restoring profitability and growth - Grew Canon computer sales by over 20% while increasing gross margin by 13% - Increased Compaq notebook sales by 50% to $500M annually in less than 1 year - Received a Silver Anvil from the Public Relations Society of America, their highest award I began my career as a software engineer, working for large enterprises like McDonnell Douglass and Xerox, as well as startup Dayflo, named software company of the year by PC Magazine. Over time, I transitioned to a technical marketing role, then through product management, brand management, strategic planning and eventually into general management. In 2000 I shifted my focus to the world of hi-tech startups. Since that time, I have worked exclusively for emerging companies as a consultant, employee, advisor, board member or founder. I am an adjunct college professor, teaching start-up skills to would-be entrepreneurs. I hold multiple granted patents, with additional patents pending, and am a published author whose work has appeared in preeminent publications such as PC Magazine, U.S. News & World Report, PC Computing and Digital Signage Magazine.