About
Meeting & Making Goals
Meeting & Making Goals
Meeting & Making Goals
We start by meeting with your executive team to learn about your business. We will effectively categorize your expenses and revenues to provide you a better picture of your company's financial health. We will then set goals, budget your expenses and forecast your cash flow and profitability.
Services
Meeting & Making Goals
Meeting & Making Goals
Fractional CFO and bookkeeping services for your growing business. Forecasting P&L and cash flow using Excel templates, organizing expenses, bill pay, invoicing, payroll, month-end close and account reconciliations. Monthly P&L reports broken down for Gross Margin, EBITA, and Net Income. We focus on your finances, so you can focus on your clients.
About Daniel
Meeting & Making Goals
About Daniel
As a futures and options trader on the floor of the Chicago Board of Trade, Daniel analyzed hundreds of options to make split second decisions with huge financial ramifications. When the floor closed, he pivoted to the field of Financial Planning and Analysis. He became a Quickbooks Certified ProAdvisor, helping clients in Marketing, Healthcare, Design and more.