A fractional CFO is a cost effective, part time CFO. Companies can utilize finance and accounting services without the commitment of a full-time hire. A fractional CFO performs all the same functions as a full time CFO. These include services such as: month-end accounting, cash flow, annual budgeting, strategizing with the executive team, monthly budget vs. actual analysis, working with CPAs on annual taxes, and much more.
Business Forecasting
It’s important for businesses to use forecasting methods and models to reach goals and avoid pitfalls. Smart financial forecasting for strategic growth will help a company: measure progress towards goals, set expectations for management, time spending to maximize profitability, and plan cash flow fluctuations. Companies should also review budgets verse actuals on a monthly basis to analyze progress, understand variances, and measure goals.
Startup CFO
A lot of start-up founders have a great idea, but lack financial guidance. Founders need help projecting sales and profitability, creating pro-forma financial statements, calculating CAC and LTV metrics, and calculating a valuation. We can help start-ups build: pro-forma financial statements, business plan development, pitch deck development, and bootstrap cash planning.
Smart financial forecasting for strategic growth will help a company: measure progress towards goals, set expectations for management, reduce time spent maximizing profitability, and plan for cash flow fluctuations.
Jonna joined TREND as our Fractional CFO in the midst of the COVID-19 pandemic. Her strategic thinking, belief in our vision, and financial expertise helped us not only weather the storm but to emerge even stronger. Jonna has become a valued member of our executive team, providing support and guidance as we navigate the challenges of growing a mission-driven, high-tech company.
Maria Picone, Co-Founder/CEO, TREND Community, P.B.C.
I have a small business and did not think I could afford a CFO, but now I understand the value as her planning helped me save a great deal of money. Turns out I can't afford not to have a CFO! Jonna is a pleasure to work with and is very knowledgeable. Her expertise extends past her CFO skills as she is an entrepreneur and has experience creating and running her own business. As a result, she has been an asset to our executive team in other areas as well and has helped with many key decisions. I plan on working with Jonna for many more years and feel confident that her support will help my business continue to grow and flourish!
Dahlia Mertens, Founder/CEO at Mary Jane Medicinals
As a bootstrapped business, we don't have an in-house CFO, so having Jonna help us with monthly projections and financial statements is extremely necessary. She was able to reduce costs at our factory and streamline our processes. Working with Jonna really helped us with strategic growth and enabled us to stay within budget on a monthly basis.
Amy Feldman, CEO at Better for You Foods
I had the opportunity to work with Jonna at IBT. In my 3 years with the organization, Jonna proved to be a huge asset not only in finance but also in helping Sales and Marketing to secure new major customers like Wal-Mart, Lowes, Pep Boys, Menards, etc. It’s a complicated process to onboard multiple items with major retailers and ensuring all the contracts and financing were handled properly was immensely important. Jonna helped navigate all of these interactions without fail.
Louis Thurman, Vice President Healthcare at HD Supply
I have worked extensively with Jonna Piira at Clarity Diagnostics and on many other projects outside of that. She has been extremely helpful with financial planning, cash flow analysis, and creating accurate projections to help with strategic growth.
Ashish Parikh, Director of Product Dev at Clarity Diagnostics
I have worked with Jonna as our fractional CFO, which has been invaluable to us at Platinum Properties. She has cleaned up our financial statements and streamlined our monthly reporting. She has built us annual projections that we work with on a monthly basis that help us make important financial decisions. She has been a great addition to our Executive Team.
Dezireh Eyn, Founder/COO at Platinum Properties
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