FREELANCE, CUSTOM CFO and COO SERVICES PROVIDED for BUSINESS CLIENTS GOAL: To deliver financial peace of mind through strategic partnerships that minimize financial burdens and enable business owners to focus on profitability, sustainability and strategic success. ACCOUNTING & FINANCE • Business start-up initiatives • P&L management, analytics, business segment profitability • Balance sheet, working capital and cash flow optimization • Asset and liability management • Strategic planning, budgeting, and business plan development • Revenue/operations optimization and expense reduction strategies • Financial process improvement • Financial recordkeeping and preparation for accountant OPERATIONS • Business process and strategy analysis, SWAT, opportunity assessment and implementation • Project management, process improvement, functional restructuring and system integration • Annual corporate registrations and filings • Business plan development • Scaling infrastructure for growth • Human capital management and strategic business initiatives RISK MITIGATION • Debt finance, loan covenants and underwriting • Contract review, preparation, and negotiation • Capital requirement analysis • Succession management, exit planning strategies, insurance review • Internal/external advisor sourcing and management: banking, legal, accounting, insurance, advertising PROMOTION • Marketing, promotions, branding and business development • New product development and launch