✅ 𝐂𝐏𝐀 | 𝐓𝐎𝐏 𝐐𝐔𝐀𝐋𝐈𝐓𝐘, 𝐓𝐎𝐏 𝐒𝐄𝐑𝐕𝐈𝐂𝐄, 𝐀𝐍𝐃 𝐏𝐑𝐎𝐅𝐈𝐓𝐀𝐁𝐈𝐋𝐈𝐓𝐘 𝐆𝐔𝐀𝐑𝐀𝐍𝐓𝐄𝐄𝐃 💯
Are you a small business owner struggling to scale your business and attain your goals? Would you benefit from consulting with a Top-Tier Fractional Accountant with 18+ years of experience in all phases of small business management and coaching. Interested in completely transforming your business to operate more efficiently and enhance your revenue stream by implementing proven methods that effectively generate profits? Message me and let's chat with an initial FREE Consultation about how I can help you achieve your business goals.
I am the Founder and Owner of , HighPoint vCFO, a consulting firm in the US. I am also an expert CPA (US), certified in Financial Planning & Analysis (FP&A) with an MBA in Accounting since 2003.
As a seasoned CFO Consultant specializing in financial modeling, cash flow management, and accounting process improvement, I have 18+ years of experience strategically serving clients and maximizing profitability for small business owners and multibillion-dollar enterprises. I am looking to assist small business owners or entrepreneurs providing expertise in accounting, modeling, and financial management.
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𝐑𝐞𝐚𝐜𝐡 𝐨𝐮𝐭 𝐭𝐨 𝐦𝐞 𝐢𝐟 𝐲𝐨𝐮'𝐫𝐞 𝐬𝐨𝐦𝐞𝐨𝐧𝐞 𝐰𝐡𝐨 𝐜𝐨𝐮𝐥𝐝 𝐛𝐞𝐧𝐞𝐟𝐢𝐭 𝐟𝐫𝐨𝐦:
𝐅𝐫𝐚𝐜𝐭𝐢𝐨𝐧𝐚𝐥 𝐂𝐅𝐎 𝐬𝐞𝐫𝐯𝐢𝐜𝐞𝐬:
✅ Examine the financial position and operations of your company
✅ Financial data modeling
✅ Maintain and improve the operations budget and financial projections
✅ Conduct strategic assessments and make recommendations to improve sales performance and client retention benchmarks, as well as ad hoc work
✅ Accurate, customized estimates and budgets
✅ Audits and financial analyses
✅ Walking clients through financial statements
✅ Thorough knowledge of accounting principles, controlling risk, and improving cash flow and capital through astute forecasting, modeling, and established bank relationships
𝐌𝐲 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞 𝐢𝐧 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐓𝐨𝐨𝐥𝐬:
✅ Assist business owners in improving financial process efficiency
✅ Spearhead financial management through financial analysis, forecasting, reporting, budget analysis, and risk management to accelerate and optimize overall success
✅ Excel in different leadership capacities for multiple companies
✅ Continuously revamp and improve company financial processes and internal controls
✅ Knowledge of optimizing cash flow and successfully realizing high-impact savings
✅ Advanced knowledge of NetSuite and ERP systems to help automate and manage core business processes for optimal performance
✅ Strategic Excel user highly skilled at creating financial models that translate the business approach into financial forecasts. Equipped with stellar consultative skills effective in simplifying the complex for my clients that anyone can understand helping stakeholders develop effective assumptions
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𝐖𝐡𝐚𝐭 𝐬𝐞𝐩𝐚𝐫𝐚𝐭𝐞𝐬 𝐦𝐞 𝐟𝐫𝐨𝐦 𝐨𝐭𝐡𝐞𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐜𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐧𝐭𝐬?
✔️ Passion for building relationships and excellent communication skills providing my clients with all the tools necessary to succeed
✔️ Recognizing business strategies by asking the right questions, and understanding goals including client’s personal aspirations in order to align scope of work
✔️ Advanced Skillset and expert at building reliable weekly cash forecasting processes and digging deep to uncover trends and help businesses improve working capital
✔️ Innovative accounting, reporting, and information system initiatives to achieve significant process improvement and cost reduction
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𝐌𝐲 𝐄𝐭𝐡𝐢𝐜𝐬:
💯 Your Satisfaction: I aim to deliver beyond your expectations. Due to my thorough and meticulous approach, you’ll get the highest value for your money
💯 Communication: I’m an excellent communicator. I listen to understand. I keep you informed every step of the way.
💯 Integrity: I operate with a high level of integrity. I work to make sure agreed upon deliverables are on time and meet your expectations
I look forward to helping you achieve your financial goals for your business. If you would like to learn more about my services, feel free to view my portfolio.
Financial Accounting
