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Accounting, Business & Legal Consultation with James H.

5.0 · 29 reviews

Accounting, Business & Legal Consultation with James H.

5.0 · 29 reviews

Are you facing financial challenges or struggling to align your business performance with your objectives? Do cash flow constraints or lack of financial visibility hold you back?

In this consultation, we will assess your current financial situation, identify key issues, and explore tailored solutions to optimize cash flow, profitability, and overall financial strategy. Whether we resolve a specific issue on the spot or take a deeper dive to realign your trajectory, the goal is to provide clarity and actionable steps. Together, we will refine your business strategy and develop a clear roadmap to bridge the gap between your current state and long-term vision.

I look forward to helping you achieve financial success!
Get personalized advice on:
Accounting Bookkeeping Financial Analysis & Valuation Financial Forecasting Online Financial Trading financial analysis fractional cfo financial accounting financial consulting finance

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James H.Status: Offline

About James

James H.Status: Offline
Fractional CFO | CFO, Financial Advisor, Financial Analyst, Accountant
100% Job Success
5.0  (29 reviews)
Sioux Falls, United States - 10:31 am local time
🏆 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗖𝗙𝗢 & 𝗖𝗲𝗿𝘁𝗶𝗳𝗶𝗲𝗱 𝗣𝘂𝗯𝗹𝗶𝗰 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁 (𝗖𝗣𝗔) — Your Go-To 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗱𝘃𝗶𝘀𝗼𝗿, 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗻𝗮𝗹𝘆𝘀𝘁, & 𝗩𝗶𝗿𝘁𝘂𝗮𝗹 𝗖𝗙𝗢 who’s raised 𝗠𝗶𝗹𝗹𝗶𝗼𝗻𝘀 𝗼𝗳 𝗗𝗼𝗹𝗹𝗮𝗿𝘀, delivering Financial Growth, Financial Scalable, Financial Insights Strategic, & Financial Profit-Driven Solutions for businesses worldwide.

👋𝐌𝐞𝐞𝐭 𝐉𝐚𝐦𝐞𝐬, A highly experienced Fractional CFO, Virtual CFO, CPA, Bookkeeper, & Accountant with 𝟮𝟬+ years of proven success driving Financial performance and Financial Strategic Growth across diverse industries. I specialize in setting up and optimizing finance departments and leveraging reinvestment strategies to transform businesses into multimillion-dollar enterprises.

With tailored solutions for businesses, I will set up your accounting systems, track key performance indicators, and develop financial models to support your growth. My services ensure that your financial reporting is not only accurate and GAAP-compliant but also presented in a clear and actionable way, empowering you to make informed decisions for your business, present, and future.

𝑰 𝒄𝒂𝒏 𝒉𝒆𝒍𝒑 𝒚𝒐𝒖 𝒊𝒏 𝒕𝒉𝒓𝒆𝒆 𝒌𝒆𝒚 𝒂𝒓𝒆𝒂𝒔:

𝟏. 𝐅𝐨𝐮𝐧𝐝𝐚𝐭𝐢𝐨𝐧: 𝐒𝐲𝐬𝐭𝐞𝐦 𝐒𝐞𝐭𝐮𝐩: I will set up your accounting systems, including 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 𝐎𝐧𝐥𝐢𝐧𝐞 (𝐐𝐁𝐎), XERO, for bank and credit card integration, Gusto for payroll, 𝐁𝐢𝐥𝐥.𝐜𝐨𝐦 for accounts payable, and 𝐑𝐞𝐜𝐞𝐢𝐩𝐭𝐁𝐚𝐧𝐤 for document management. I can also integrate tools like Expensify and TSheets. I will create customized processes for your 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬, resulting in a GAAP-compliant monthly report that’s ready for your Board or Management Team.

𝟐. 𝐂𝐨𝐧𝐭𝐫𝐨𝐥𝐥𝐞𝐫: 𝐊𝐏𝐈𝐬 & 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬: I will analyze trends and discuss key developments in regular meetings. I will provide important 𝐊𝐏𝐈𝐬, such as 𝐌𝐑𝐑, 𝐀𝐑𝐑, ROI, and churn, to give you insights into your business performance.

𝟑. 𝐂𝐅𝐎: 𝐅𝐨𝐫𝐰𝐚𝐫𝐝-𝐋𝐨𝐨𝐤𝐢𝐧𝐠 𝐏𝐫𝐨𝐣𝐞𝐜𝐭𝐬
I will address specific challenges, such as:
▸ Building financial models for fundraising
▸ Creating and tracking budgets, including sales targets and hiring budgets
▸ Managing short-term cash flow for accounts payable and receivable, and debt management
▸ Implement a Forecast process, continually looking for future risks and opportunities

𝐅𝐫𝐚𝐜𝐭𝐢𝐨𝐧𝐚𝐥 𝐂𝐅𝐎 & 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲:

✅Financial Management & Reporting
✅Strategic Planning & Financial Plans for 5 Year
✅Cost Reduction & GAP Analysis
✅Streamlining Operations & Processes
✅Raising Capital Financing

𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐚𝐧𝐝 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬:

✅Financial Analysis & Financial Modeling
✅Forecasting & Budgeting
✅Budget Analysis
✅Investor Pitch Decks
✅KPI Reporting Dashboards
✅Business Plan Pro-Forma

𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠, 𝐓𝐚𝐱, 𝐚𝐧𝐝 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠:

➡Fractional Controller Services
➡Full-Service Bookkeeping
➡Inventory Accounting & Fixed Assets
➡Month-End Close and Reporting
➡Internal & External Audits
➡Business Tax Preparation

💡 𝐌𝐲 𝐠𝐨𝐚𝐥 𝐢𝐬 𝐭𝐨 𝐛𝐞 𝐲𝐨𝐮𝐫 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐩𝐚𝐫𝐭𝐧𝐞𝐫, helping you optimize cash flow, manage investments, and navigate mergers with tailored solutions that drive long-term success.
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💡 𝐈 𝐮𝐭𝐢𝐥𝐢𝐳𝐞 𝐚 𝐫𝐚𝐧𝐠𝐞 𝐨𝐟 𝐭𝐨𝐨𝐥𝐬, including Excel/VBA | Bookkeeping & Power BI for efficient financial processes and actionable insights.

💡 𝐈 𝐰𝐢𝐥𝐥 𝐒𝐞𝐫𝐯𝐞 𝐲𝐨𝐮 𝐢𝐧: Fractional CFO, CFO Financial Analyst, CFO Financial Analyst, Due Diligence, Chief Financial Officer, Business Valuation, Investment Research, Risk Mitigation, Accounting & Taxation, Company Valuation, Financial Visualization Expert, CFO Financial Analyst, Virtual CFO, Experienced CFO, Finance, Virtual CFO, Chief Financial Officer, CFO, Virtual CFO, Business Forecasting, Accounting & Taxation, Financial Modeler, Cash Flow Management, Financial Reporting, Financial Analysis & Valuation, CFO Financial Analyst, Financial Valuation, Financial model, Financial Planning, Investment Research, Financial Reporting, Experienced CFO, Financial Management, Business Valuation, Risk Mitigation, Financial Valuation, Mergers and Acquisitions Advisory, Chief Financial Officer, Financial Modelling Expert, Account Management, Investment Analyst, Financial Plan, Fractional CFO, Financial Analysis & Modeling, Cash Flow Optimization, Business Forecasting, Financial Management, Finance, Cash Flow Optimization, Cash Flow Management, CFO, CFO Financial Analyst, Fractional CFO, Financial Consultant, Financial Analysis & Modeling, Business Planning & Pitch Deck Expert, Microsoft Excel, Acquisitions, Financial Plan, Tax Planning & Audit Support, Financial Planning, Financial Visualization Expert, Mergers and Acquisitions Advisory, Investment Advisor, Financial Analyst

Let’s connect and reshape your financial future together. Looking forward to meeting you.
Thanks!

What to expect

Schedule the consultation
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The freelancer will finish up the documents you asked for and send them to you for approval:
    Before the consultation

    Here’s what James will need to know before you meet

    1. please provide your business name, industry, current revenue, and financial goals. Share key financial challenges, recent financial statements, and specific areas where you need support, such as cash flow, budgeting, or profitability.
    Rating is 5.0 out of 5.
    (29)
    5 stars
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    4 stars
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