Dan has a deep understanding of finance operational reporting necessary and is willing to share and implement these best practices into your business!
Here’s some of the areas with vast experience to help your business:
Implement a 13 week rolling Cash Forecasting Tool to be updated weekly and monitored against quarterly forecast
Build Interactive financial & KPI dashboards for management teams to gage how business is performing on weekly/monthly basis
Build proper monthly/quarterly financial packages to be used for mgmt. team, banks, VC or equity investors
Identify operational inefficiencies and work with management team on proper solutions and build ad hoc reporting moving forward
Provide guidance if have right back-end partners in place to scale your business very cost effective. Whether it’s implementing right payroll/401K provider, right bank (Go paperless!!-no checks), lines of credit
Build Investor Decks along with 3-5 years business plans to raise capital or sell company
Build what if scenarios to evaluate buy/sell side of your business to other strategic companies
A note from Dan…
I’ve been on your side as an entrepreneur and senior management executive for almost 30 years. From working on startups to a Fortune 500 company, I know it takes discipline and good reporting tools to make sound decisions on how to cut costs, increase revenue, hire more sales reps, spend on technology or marketing, and raise capital. I am excited to take this knowledge and put it in place for companies as a consultant.
Comments from Colleagues that have worked with over the years