Self-directed and driven corporate finance professional with comprehensive accomplishments leading strategy, planning, operations, analysis, and cross-functional teams to ensure success and achieve goals across a wide variety of business functions. Known as an innovative thinker with strong corporate development, technology transformation, process management, data analysis and compliance acumen. My success is due to a passion for quality and excellence, tenacity, and a willingness to confront and conquer tough challenges. I have exceptional Project Management skills and a keen eye for detail. My strengths lie in building quality financial processes that meet and exceed expectations. I believe gaining a thorough understanding of all aspects of the business is required to financially guide the organization. Skilled in developing and implementing strategic financial plans, analyzing financial data and trends, and communicating financial results to diverse stakeholders.

👋 Hi there! I’m a seasoned Fractional CFO with over 14 years of experience across multiple industries, but main ones are: - Education - Tech (SaaS) - Real Estate - VC/PE backed entities I work with international clients across Europe or the U.S., helping startups and growth-stage companies build strong financial foundations. I bring clarity to financial operations, improve cash flow visibility, and prepare founders for scaling or attracting investment. I support founders and CEOs with: ✅ Budgeting & Forecasting ✅ Financial Strategy and Planning ✅ Cash Flow Management and Cost Optimization ✅ Investor-Ready Reporting & Dashboards ✅ KPI Development & Performance Insights ✅ Due diligence and M&A support ✅ Financial Reporting& Accounting Supervision ✅ Process Automation and Financial Systems implementation 🧰 Tools I Use I’m tech-savvy and work comfortably across a range of platforms, including: - Xero - QuickBooks - Dynamics 365 Business Central - Fathom - Google Sheets - Slack - Asana (and more) I'm only interested in long term projects and offer monthly retainer adapted to your company size. Let’s simplify your finances and build the structure your business needs to grow with confidence. 🚀

I have 15+ years of experience in Finance and Operations in startups, specialized in all back-office financial and operational strategy and implementation. I worked as CFO/COO role in 7 startups so far. - Growth plan and strategy - Budgeting/Forecasting/Financial Modelling - Operational strategy and implementation of new process - Quickbooks/NetSuite implementation - Setup of accounting/operations process and team

QuickBooks numbers should guide your business not confuse you. As a CPA, I help business owners bring order to messy QuickBooks Online accounts, fix broken Bookkeeping, and build clear financial plans through structured Financial Modeling. This is what I can help you with: If your QuickBooks Online is disorganized, your Bookkeeping is behind, or your reports don’t reflect the real performance of your business, I step in as your dedicated QuickBooks Bookkeeper. I perform structured QuickBooks Cleanup, fix historical errors inside QuickBooks, and rebuild your Bookkeeping so your financial reports are accurate and reliable. Once your QuickBooks and Bookkeeping are clean, I help you plan ahead with professional Financial Modeling. I build a structured 3 Statement Financial Model that connects your income statement, cash flow, and balance sheet. With realistic Financial Forecasting and clear Financial Analysis, you understand your burn rate, runway, and growth path. The result is simple: clean QuickBooks Online, reliable Bookkeeping, strong Financial Modeling, and clear projections built with the discipline of a CPA and the strategic thinking of a Fractional CFO. This gives you numbers you can trust, better decisions, and financial clarity as your business grows. What you get: • Full QuickBooks Cleanup and reconciliation in QuickBooks Online • Ongoing Bookkeeping managed by an experienced QuickBooks Bookkeeper • Structured Financial Modeling with an integrated 3 Statement Financial Model • Clear, realistic Financial Forecasting for growth and capital planning • Scenario-driven Financial Analysis for investor readiness • Strategic support aligned with Fractional CFO and CPA standards When your QuickBooks and Bookkeeping are accurate, and your Financial Modeling, Financial Forecasting, and Financial Analysis are structured and realistic, you make better decisions, reduce stress at tax time, prepare confidently for investors, and grow your business with clarity. My focus is simple: clean QuickBooks, disciplined Bookkeeping, strong Financial Modeling, integrated 3 Statement Financial Model development, reliable Financial Forecasting, detailed Financial Analysis, and execution delivered with the structure and strategic thinking of a seasoned CPA and Fractional CFO.

✔︎ A well-recognized and business-oriented business finance executive with more than 29 years of regional experience in both large Fortune 500 MNCs and small startups. Industry coverage includes IoT Platform, Smart home devices, Retail, FMCG, Manufacturing, F&B, Marketing, and Publishing. My good interpersonal skill and business acumen allow me to move beyond accounting functions and maintain a close business partnership with the operation and back office departments. My greed for knowledge and thirst for challenge keep expanding my boundaries. ✔︎ In my 12+ years of FP&A life, I proved myself a true business partner. I have a keen interest in the operation, focus in customer service and acute ability to digest big data, all reward me with a solid relationship with colleagues and associates across different function and world, as well as my in-depth industrial knowledge. ✔︎ I am bold to accept responsibility and challenges. I gave up Bacardi’s user maintenance job to join Polo for a retail setup role. I took over not only the FP&A director role but also acting Group finance controller role in Polo. Recently, I move to CFO / Head of finance roles to look after non-finance function like HR, IT, ERP implementation as well. ✔︎ I have a genuine heart of servicing my counterpart and deliver more than being asked for. My ability to understand, listen and then help, make me a leader who can mobilize a team by heart, not by the hierarchy. I am unique in such a way: ✦ Not a number person but someone who can truly connect with everyone. ✦ Not a task-oriented person but someone who is creative, helpful, and always challenge to not accepting the status quo. ✦ Not a conservative person who follows legacy but someone who is always ready to adapt to an ever-changing environment. ✦ See both a forest and trees at the same time and manage and lead accordingly. ✦ Not just a team player but one who can motivate the whole team (and organization) towards company mission.

Business owners rarely struggle because of a lack of effort — they struggle because they lack clear financial visibility. I help companies build that clarity. I’m a Fractional CFO with nearly two decades of experience supporting founder-led and private equity-backed businesses across corporate finance, financial planning, and operational management. I work with leadership teams to translate financial data into practical strategy while ensuring the underlying financial systems and reporting remain accurate and reliable. My work ranges from high-level financial strategy to hands-on finance operations. Common engagements include: • Financial modeling and forecasting • Budgeting and FP&A • Cash flow planning and KPI development • Investor and lender reporting • Bookkeeping oversight and financial cleanup • Ongoing monthly financial management Whether you need strategic finance leadership or dependable day-to-day financial support, I bring both operational discipline and big-picture perspective to help your business move forward with confidence.

Businesses don’t struggle from bad accounting — they struggle from cash flow blind spots and weak financial visibility. I work with founders and leadership teams as a fractional CFO, building forecasting, cash planning, and decision tools that give real control over growth, profitability, and risk. My focus isn’t producing more reports — it’s helping leadership see what’s coming early enough to make confident decisions. I help companies move from reactive financial management to proactive planning that supports sustainable growth. I help companies gain financial control through: • Cash flow modeling and runway planning • Financial forecasting and scenario analysis • Budget systems that leadership actually uses • Profitability analysis by product, service, or division • KPI dashboards for executive decision-making • Capital planning and funding readiness • Identifying financial blind spots before they become problems Companies typically bring me in when: • Growth is creating financial complexity • Cash flow feels tight or unpredictable • Leadership lacks clear forward visibility • Decisions are being made without reliable financial modeling • The business has outgrown basic accounting support Background & Experience • 12+ years supporting long-term clients in CFO-style roles • Trusted partner to founders and leadership teams • Experience building financial structures that scale with the business • Focused on sustainable systems, not short-term patches I integrate with leadership as a strategic partner, not just a service provider. My role is to bring financial clarity into everyday decision-making so leaders can move forward with confidence instead of uncertainty. Tools: Financial modeling (Excel/Sheets), forecasting frameworks, KPI dashboards, QuickBooks Online

Running your business is hard enough - your finances shouldn’t add to the stress. We help business owners get clean books, reliable tax strategies, and clear financial insights so they can focus on growing their business with confidence. With us, you don’t just get a bookkeeper - you get a long-term financial partner. Our team includes experienced CFOs, CPAs, and financial analysts who make sure your numbers are accurate, your taxes are planned, and your business is positioned for growth. What We Do for You: - Bookkeeping & Payroll (CPA-Managed) - Accounting Services (Cleanup, Controllership, Technology Design) - Tax Preparation & Strategy - Fractional CFO Services (Budgeting, Forecasting, Cashflow Planning) - Financial Reporting & Insights - Business Setup, Planning & Growth Support Why Clients Choose Us: ✅ Everything in one place - bookkeeping, tax, and CFO support under one roof ✅ Clear, actionable financials - not just reports, but insights you can use ✅ Scalable partnership - tailored packages that grow with your business ⚡ We only take on one new client per month to keep quality high and ensure you always get the attention you need. 💲 Rates - CFO & Consulting: $200/hr - Financial Modeling: $150/hr - CPA & Tax Services: $150/hr - Accounting: $85/hr - Bookkeeping: $50/hr

❖ Katy Doan - an experienced CFO/Controller in Texas-USA (US Citizen): I am happy to offer a good service with good deal. Top-rated plus (Top 3% of Talent Freelancers) - an elite independent professional who consistently performs well on large contracts at the highest level, standing out by delivering premium quality on high-budget & longer-term jobs. 🎉 Awards: 2025: “100 Women To Know in America” (JP Morgan Chase); 2024: “Female Executive of the Year” Stevie Award; Business Elite - 40 under 40; Global Recognition; 2023 Rising Star - Women in Fintech Powerlist; 2020 “Female Manager of the Year” - Stevie Award - the World’s Premier Honor; Lollipop award from City of Baytown for completing FY21 Capital Improvement Annual Budget; Best ExcelCEO; Women’s Scholarship Award for CFA program; Fulbright scholarship… QUALIFICATION SUMMARY ▪ The Strategy program & Master of Finance (Harvard University); The Emerging CFO program (Stanford University); Paralegal Certificate (UCLA); Executive MBA (Rice University); A Doctor of Leadership, Master of Accounting (University of St. Thomas - Houston, Texas); MBA (Columbia Southern University); an CBP (Certified Bitcoin Professional), CPA (2 levels) and more than 20 years of experience (finance, investment, auditing, marketing, business, HR, payroll) in both public accounting & corporate accounting environment ▪ Knowledgeable in GAAP, IFRS, GAAS, IRS Code, SEC Regulations... ▪ Professional hands-on experiences in general accounting, cost accounting, auditing, tax, internal control, cash flow forecasting, financial planning & reporting, inventory control, process development… ▪ Quickbooks ProAdvisor Certificate, Odoo Certificate, D365 Microsoft Dynamics Certificate Experience with: SAP, Sage, D365, Quickbooks, Xero, Odoo, ERP Oracle, Zoho, NetSuite, Turbo Tax, Microsoft Office, Smartsheet, Bill.com, Expensify, Tsheet, ADP, Gusto... ▪ Fluent spoken & written English, Vietnamese; average French, Spanish Some Freelance Projects: 1/ Jan 15-present: investment consultant for bitcoin (BTC), ETH, cryptocurrency… reconciliation, data cleanup, analysis, realized/unrealized gain/loss, P&L, Balance sheet, -IT Company, Marketing Company, Investors, Contractors 2/ Jan 14-present: Global CFO/COO/CPA Advisory/Controller/Tax Filing (All states)/Financial Model/ Break even analysis/ Budget/ Forecast/ Cash Flow/ Business Consultant & Analyst/Business planner: Car wash, EV Charging, Start-up, Oil & Gas, E-commerce, IT Company, Non-profit Organization, Dallas Church, Labs, Construction, Hotels & Restaurants, Real Estate, Medical clinics/hospitals 3/ Jan 15-Present: Financial Management/CFO: Start-up Fundraising: Preliminary research of potential investors, Pitch deck review, Due Diligence, Funding documents (SAFE & Convertible Notes, PPM, Business plan) 4/ Jan 15: Monthly bookkeeping, payroll, finance, business consultant...Company, QB set up, migration & Quarterly Filings/Tax advisory/Stock Advisory for: Transport Co., E-commerce, Manufacturing Co. 5/ Dec 20: Frozen Food Industry: Initial Cleanup & Audit support & Monthly support & Strategy: from Quickbooks Desktop to Odoo as a Controller/CPA Advisor - Historical cleanup of books from January 2020 to present and restructure of Odoo platform to provide accurate/timely insights - Invoices, AP, AR, Chart of Accounts, Inventory... - Financial Statements: P&L, Income Statement, Balance Sheet, Cash Flow. - restructure into divisional management and reporting; advise on EoM close process (inventory reports, profitability per division, KPI tracking, basic financial statements, etc. - minimize tax liabilities throughout the year - leverage all Odoo automation and plug-in feature - manage all B&D revenue, expenses, AR/AP, payroll, inventory, and monthly reporting - establishing an accurate chart of accounts; properly categorize and reconcile books each month Others: 1/ Jan 18-Present: Controller/CPA Advisor: Healthcare Non-profit Industry - Preparing and publishing timely monthly financial statements. Managing all accounting operations including Billing, A/R, A/P, GL and Counsel, Cost Accounting, Inventory Accounting and Revenue Recognition. Supporting month-end and year-end close process. Planning, directing and coordinating all accounting operational functions - Managing the accumulation and consolidation of all financial data necessary for an accurate accounting of consolidated business results. Maximizing return on financial assets by establishing financial policies, procedures, controls, and reporting systems. Maximizing return and limiting risk on cash by minimizing bank balances and making investments 2/ Jan 16-Present: Senior Advisor: Odoo software migration/monthly bookkeeping/financial services…

Are your financials telling you the full story? I help US, EU and Australian businesses cut through messy books, build accurate forecasts, and make smarter financial decisions — fast. With 13+ years as a CA, ASA (Australia), and 100% Job Success across 38 clients, I deliver CFO-level insight at a fraction of the cost."