Hello! I am a financial analyst specializing in high-powered LBO models and Fractional CFO services. My primary work involves (1) developing detailed buy-side (acquisition) models and (2) managing a company's finance function via budgeting, forecasting, and strategic advisory. I've been building LBO models for the last 8 years, constantly pushing to create the most interactive, user-friendly, and visually appealing models. My objective is to make it easier for investors and operators to decide whether to purchase a particular business and to then find a price/structure that will both manage risk and maximize returns. I have worked with family offices, private equity firms, and individual investors, primarily involving deals within the $1mm-$10mm EBITDA range. CFO/FP&A: Outside of transactions, I enjoy working side-by-side with business owners, navigating challenges and powering the decisions that fuel growth and efficiency. Crafting a well-formulated fiancial plan ensures that owners no longer have to fly blind and provides a comprehensive roadmap to success. I am passionate about working hand in hand with business owners to help give them better insight into performance, to identify potential weaknesses, and to map out an effective growth path. I seek to build comprehensive 3-statement models that can accurately forecast near-term and long-term cash flows. I use this as a baseline to inform future strategy layering in strategic decision making such as: (1) Expansion planning (2) Growth by Acquisition (3) Capital Planning Finally, I integrate interactive dashboards and variance analyses into my projects to communicate performance to key stakeholders and help shape future strategy.

My name is John Allison and I run Delphi Advisory, LLC, a fractional CFO firm focused on providing exceptional financial leadership and strategic insight to small businesses. I'm a CFO and CPA with over a decade of experience in finance and accounting experience with firms in various industries including SaaS, healthcare, energy, precious metals, and direct to consumer online retail. Partnering with me provides the best of both worlds. A CPA who understands all things accounting including U.S. GAAP and tax and a finance executive who knows what it takes to run companies ranging from $2M up to $100M in revenue. In the past, I’ve helped companies scale from $2M to $100M in revenue, expanded internationally, completed audits, and managed M&A deals ranging from $5M to $300M. Additionally, I have successfully raised over $100M in equity and debt. When I started Delphi, I wanted to use my knowledge to offer fractional CFO services tailored to small and mid-sized businesses. These services include financial planning and analysis, cash flow management, budgeting, forecasting, and strategic advisory. My focus is actionable insights and to develop robust financial frameworks that drive efficiency and growth. Having relevant experience with small, fast growing companies (and being a small business owner myself) I understand the need to complete projects as efficiently as possible while staying within a reasonable budget. I work to partner closely with clients to understand their unique challenges and opportunities, providing customized solutions that foster sustainable growth and long-term success. I look forward to working with you. John Allison, CPA Founder & CEO Delphi Advisory, LLC

Welcome to Venture West Bookkeeping & Tax Solutions! I am an Enrolled Agent, Fractional CFO, and seasoned Bookkeeper with a passion for providing comprehensive financial solutions to businesses of all sizes. Services Offered: Bookkeeping Excellence: From day-to-day transactions to complex financial reporting, I ensure your books are meticulously organized and compliant with industry standards. Tax Strategy: As an Enrolled Agent, I specialize in navigating the intricate landscape of taxation. I provide expert guidance on tax planning, preparation, and compliance, helping you minimize liabilities and maximize returns. Fractional CFO Services: Gain access to strategic financial insights without the overhead of a full-time CFO. I offer fractional CFO services tailored to your business needs, including budgeting, forecasting, and financial analysis. Why Choose Us: Expertise: With years of experience in financial management and taxation, I bring a wealth of knowledge to every client engagement. Personalized Approach: I understand that every business is unique. That's why I work closely with my clients to develop customized solutions that align with their goals and objectives. Reliability: At Venture West, integrity and reliability are at the core of everything we do. You can trust us to deliver timely, accurate, and confidential services, every time. Partner with Venture West Bookkeeping & Tax Solutions today and experience the difference that expert financial management can make for your business.

CFO| FINANCIAL PLANNING & ANALYSIS | EMERGING/STARTUP BUSINESSES I am a seasoned finance executive with 15+ years of expertise in financial leadership (CFO), strategic advisory, financial planning & analysis (FP&A), strategic finance, and driving growth in startup and emerging businesses. My experience includes leading companies through capital raising, M&A, and creating scalable financial infrastructures that enhance revenue and profit margins. As a fractional CFO, I've demonstrated a keen ability to automate processes, develop comprehensive financial models, and guide strategic decisions using advanced analytics. My approach combines rigorous financial discipline with innovative technology use, including proficiency in Tableau, MS Power BI, and SQL, to deliver actionable insights. Fluent in Korean and with a Master's in Business Analytics, I bring a unique blend of analytical expertise, global perspective, and leadership to help your business achieve sustainable growth and financial excellence.

As a Fractional CFO Expert with over 25 years of experience in accounting, financial planning, and bookkeeping, I help companies gain financial clarity, improve cash flow, and scale with confidence. My work typically improves financial visibility by 30-50%, reduces reporting errors by up to 40%, and strengthens profitability through structured financial decision-making. If you need a reliable Fractional CFO and accounting expert in bookkeeping, and financial planning, focused on results rather than theory, you’re in the right place. ✅ 𝗪𝗵𝗮𝘁 𝗜 𝗗𝗼 I provide practical financial leadership designed to improve performance, stability, and growth: Main services offered: fractional CFO, dashboard creation, bookkeeping, QuickBooks advisor support, accounting, financial planning. Typical engagements include: • CFO and fractional CFO strategic guidance • Financial planning, forecasting, budgeting • Bookkeeping system optimization and reporting accuracy • Accounting automation and process improvement • KPI dashboards and performance tracking • Cash flow forecasting and margin optimization Tools / tech stack: QuickBooks, NetSuite, Sage, Xero, Excel advanced modeling, Fathom, Power BI dashboards, Gusto payroll, SurePayroll, CRM integrations, reporting automation. ✅ 𝗞𝗲𝘆 𝗔𝗰𝗵𝗶𝗲𝘃𝗲𝗺𝗲𝗻𝘁𝘀 • Helped companies improve cash flow visibility by 45% on average • Reduced monthly close time by up to 50% through accounting automation • Improved budgeting accuracy by 35% with structured financial planning • Supported pricing optimization that increased margins by 12-18% • Delivered financial dashboards enabling faster executive decision-making Across 200+ clients, my success rate in delivering measurable financial improvements exceeds 90%. ✅ 𝗖𝗼𝗿𝗲 𝗙𝗼𝗰𝘂𝘀 My work as a Fractional CFO focuses on businesses that want: • Predictable financial planning • Accurate accounting and bookkeeping processes • Better investor readiness • Scalable financial systems • Strong operational visibility I mainly support SaaS, professional services, agencies, construction, healthcare, and growth-stage companies. ✅𝗠𝘆 𝗔𝗽𝗽𝗿𝗼𝗮𝗰𝗵 My approach combines CFO-level strategy with hands-on accounting execution: • Financial audit and bookkeeping assessment • Financial planning roadmap aligned with business goals • Accounting cleanup and automation • KPI dashboards and reporting setup • Continuous optimization and strategic CFO support ✅ 𝗪𝗵𝗮𝘁 𝗦𝗲𝘁𝘀 𝗠𝗲 𝗔𝗽𝗮𝗿𝘁 Many financial professionals focus only on reporting. I focus on impact. • CFO strategy combined with operational accounting expertise • Strong bookkeeping foundations supporting financial planning accuracy • Data-driven financial planning decisions • Clear communication without financial jargon • Systems designed for scalability, not temporary fixes • This results in better decisions, faster reporting, and stronger financial stability. ✅ 𝗣𝗿𝗼𝘃𝗲𝗻 𝗦𝘂𝗰𝗰𝗲𝘀𝘀 “With Dimitry's guidance, we gained clarity on our finances and built a roadmap for growth. The weekly cash flow reports and 5-year forecast were game-changers!” – True Talent Group, Staffing Agency "Their expertise in tax compliance and pricing strategies saved us time and drove significant improvements in profitability." – Guardian RFID, SaaS Company "We saved countless hours by outsourcing payroll and monthly close to Dimitry. Highly recommend for any growing business!" – Paris Dining Club, Food Subscription Company ✅ 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝗯𝘆 𝗔𝗿𝗲𝗮 1) Strategic CFO Leadership Financial planning, forecasting, pricing strategy, investor reporting, financial modeling. 2) Accounting & Bookkeeping Systems Accounting automation, bookkeeping optimization, reporting accuracy improvement, compliance. 3) Financial Operations & Reporting Dashboards, KPI tracking, cost analysis, margin optimization, budgeting processes. ✅ 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗲𝘀 𝗦𝗲𝗿𝘃𝗲𝗱 & 𝗖𝗹𝗶𝗲𝗻𝘁 𝗥𝗲𝘀𝘂𝗹𝘁𝘀 Industries served include SaaS, e-commerce, construction, professional services, hospitality, healthcare, and subscription businesses. Typical client benefits: • Clear financial visibility • Reduced operational stress • Better cash flow management • Faster decision-making • Increased profitability If you need a Fractional CFO or accounting expert in bookkeeping and financial planning who delivers measurable results, send me a message and I will tell you within 24 hours what I would focus on first.

Most businesses don’t struggle with numbers — they struggle with decisions. When to hire. How fast to grow. What they can afford to invest. And what happens if they get it wrong. That’s where I come in. I work with founders as a strategic finance partner — helping them make clear, financially grounded decisions around growth, hiring, pricing, and cash. Not more reports. Better decisions. I’m a Fractional CFO with 15+ years of experience supporting founder-led companies across the US and Europe. On Upwork, I’m Top Rated Plus with a 100% Job Success Score, working with businesses typically in the $1M–$20M range. My work sits at the intersection of finance and decision-making. 💼 What This Looks Like in Practice: ✔️ Clarifying your real cash position, runway, and risk exposure ✔️ Stress-testing hiring and growth decisions before you commit ✔️ Building simple, decision-focused forecasts (not overbuilt models) ✔️ Aligning pricing, margins, and growth strategy ✔️ Bringing financial structure as your business scales 🧠 How I Work: I work closely with founders as a thinking partner — bringing structure, challenge, and clarity to decisions that materially impact the business. My role is to: • Cut through noise and focus on what actually matters • Bring financial clarity without overcomplicating • Challenge assumptions when needed • Help you move from reactive decisions to intentional ones 🎯 Typical Clients: • Founder-led businesses ($1M–$20M revenue) • Service-based or tech-enabled companies • Teams making hiring, growth, or investment decisions • Businesses that already have accounting, but need direction 🎓 Background: ✔️ MSc Business Analytics – University of Manchester ✔️ ACCA Qualified ✔️ FMVA® (Financial Modeling & Valuation Analyst) ✔️ CFA Level III Candidate If you’re looking for someone who can help you think clearly about your business — not just report on it — feel free to reach out.

I am a fractional CFO with significant financial and operational experience in multiple industries. Current clients are in construction, e-commerce, services, and manufacturing. My experience as CFO covers companies from $1MM to $60MM in annual revenue in various stages of their life cycle. I have significant expertise in banking relationships and building proper capital structures to enable rapid growth. Past work experience includes publishing, construction, stainless steel fabrication, e-commece, and non-profits. What I can do for you includes: • Help allocate resources for optimum growth and profitability. • Improve your revenue and cash cycles. • Build infrastructure and processes to make it easier to run your day-to-day operations. • Provide metrics that will help to identify opportunities and issues in partnership with your existing leadership team. • Give you visibility into your performance for the next 12-36 months, • Predict and plan for future opportunities, • Show you where potential potholes are and help you to avoid them, • Raise cash, get financing, and negotiate loans, • Build your company’s value so investors and buyers will be willing to pay larger multiples for your business, and • Provide exit planning and management services. Having a clearly stated exit strategy is necessary to have the best long-term plan.

Overview Provide affordable CFO / Controller services for startups preparing to raise venture capital or other financing or are ready to create an integrated financial infrastructure that connects the entire organization and supports strategic goals. CFO Services ♦ Perform traditional CFO duties, but work remotely and on a part-time basis ♦ Work with management to build a profitable business model and set strategic goals ♦ Create Balanced Scorecards tied to strategic goals and track using KPIs and dashboards ♦ Monitor financial performance using cloud technology ♦ Offer financial guidance on company decisions ♦ Help secure liquidity and financing sources ♦ Create an enterprise risk management system to identify and mitigate threats Due Diligence Preparation ♦ Create budget / forecast models ♦ Compile financial statements including balance sheet reconciliations and variance analysis ♦ Cash management and burn-rate analysis ♦ Track key metrics ♦ Assist with technical accounting issues and tax planning Financial Systems Implementation ♦ ERP recommendations / implementation ♦ Create SOX-compliant internal control systems ♦ Develop integrated policies and procedures including Executive Management, Operations, HR and IT Other Services ♦ Cost saving ideas ♦ Foreign currency conversions ♦ Hedging strategies ♦ Collections ♦ Back-office functions

I'm Austin, and I lead a financial services advisory and investment bank based in the SF Bay Area. We specialize in providing comprehensive financial services tailored to your needs. Our focus spans from assisting startups, navigating M&A, to handling unique financial situations, and as capital placement agents. We have experience working in a broad array of sectors. Our services include fractional CFO support, financial modeling, strategic development, and capital-raising guidance. We are also registered with FINRA to sell securities in the United States. Biotech, Fintech, SaaS, crypto, Web3, AgTech, FoodTech, Cannabis, Life sciences, etc.

I am a CPA and a Finance and Business Executive. I have experience across many different industries. I have a passion for solving problems, engineering solutions and automating work with technology. Contact me for Fractional CFO or COO services, system implementation, financial reporting, financial modeling, sales, marketing and operational reporting and automation. Let me show you how to engineer your reporting to drive action, business results and improved profitability. I specialize in Financial Reporting, Automation, Web Automation, Data Scraping, Sales and Marketing Reporting, Operational Reporting, and gearing those reports toward action to drive business outcomes.