Accounting, Business & Legal Consultation with Joseph O.
Accounting, Business & Legal Consultation with Joseph O.
During our consultation sessions, we can focus on topics such as:
Startup and small business fundraising: I can help you identify the best sources of funding for your business, such as venture capital, angel investors, or crowdfunding platforms, and develop a comprehensive fundraising strategy to secure the necessary capital.
Financial modeling: I can assist you in creating a financial model for your business, which will help you understand your financial needs and plan for the future. This may include forecasting revenue, expenses, and cash flow, as well as analyzing the sensitivity of your model to different assumptions and scenarios.
Overall, my goal is to provide expert guidance and support to help your startup or small business achieve its financial goals through successful fundraising and financial planning.
Get personalized advice on:
Business Consulting
Financial Analysis & Valuation
Financial Forecasting
financial projections
financial, planning, & analysis
financial modeling
cfo
fundraising presentation
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About Joseph
CFO | Modeling Expert | Ex-JPMorgan | 1BN Modeled | CFA
99%
Job Success
Austin, United States - 3:47 pm local time
I work with funded startups, growth-stage companies, and established businesses on the financial infrastructure that drives decisions: investor-ready models, board reporting, scenario analysis, valuation, and ongoing FP&A. My clients have raised over $1BN in debt and equity using models I built, from seed rounds through Series B, including a unicorn and multiple $100M+ ARR businesses.
I keep a small client base by design. The best results I've delivered have come from relationships where I have real context on the business, not one-off projects. I'm the person you call before a board meeting, during a fundraise, when an acquisition lands on your desk, or when you just need someone who understands your numbers as well as you do.
Financial Modeling: A model is only as good as the understanding behind it. I build FP&A models with a deep focus on usability, auditability, and, increasingly, AI integration. The goal is a financial source of truth that different teams across the business can actually work from.
Transaction Advisory: Extensive private equity and M&A experience across hundreds of millions of dollars of transactions. LBO models, waterfall structures, complex valuations, diligence-ready outputs. When the model is the deal, the details matter, and that's where the investment banking training shows up.
Send over a deck, a business plan, or just describe what you're working on. I'll scope it same day.
What to expect
Schedule the consultation
Choose from the freelancer’s available days and times.
Get advice for your custom needs
Share details about your project and what you want to talk about. The freelancer will review and reach out if they have questions.
Join the Zoom meeting
1-on-1 meeting with the freelancer to discuss your needs and project.
Approve the work
The freelancer will finish up the documents you asked for and send them to you for approval:
Before the consultation
Here’s what Joseph will need to know before you meet
- Tell me about yourself and what you want to talk about
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