Fractional CFO solutions
As your business grows we can help you take your company to the next level
Strategy & Budgets
We can simply act as a sounding board or provide guidance every step of the way.
Financial Planning & Analysis
KPIs and financial analysis to see what drives efficiencies. Make smart decisions on pricing, CAPEX and expenses.
Grow your profits.
Financial Projections
Tailored-made financial projections to estimate how much cash you need, when you need it.
Know your ROI.
Financial Modeling
Expert financial modeling to help you explore scenarios and see how to best scale the business.
Capital Raising
We can help you map out the capital raising plan, write the teaser, business plan and the investor
presentation.
Get the capital you need.
Examples of Assignments
Video streaming of original content from Latin America
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Worked with CEO to develop the strategy and operating plan.
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Developed financial projections.
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Evaluated corporate structure and advised on changes needed to increase the company's value.
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Developed the capital raising plan.
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Wrote investors' presentations.
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Helped client prepare to meet investors.
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Made introductions and accompanied client to investors’ presentations.
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Advised on pre-money valuation and how to articulate such valuation.
Direct marketing of personal health products
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Outlined operating plan, including market segmentation, organizational chart, and go-to market strategy.
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Conducted research on the sales of comparable companies for the past 15 years to establish benchmarks of valuations for similar businesses.
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Developed a financial reporting package.
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Established operating metrics (KPIs) to benchmark the company’s current operations against industry averages and establish 5-year targets.
Operates clinics at manufacturing facilities
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Drafted process to develop a strategy and operating plan.
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Evaluated the current service offering to define value for clients.
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Performed financial analysis to identify profitability at the customer and clinic level.
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Develop a database of market intelligence to do SWAT analysis, and make decisions on pricing and comp levels.
GreenKiss
Staffing Solutions
Fractional CFO
JNM Advisors was engaged to evolve the company’s finance infrastructure to support a significant expansion and explosive growth into new markets. The key priorities were to develop an enhanced accounting and financial reporting process, develop weekly reports that track cash and KPIs at the client level, improve the finance staff level of expertise, and develop an improved budget model and process.
The assignment kicked off with a discovery session to review the current financials, the technology stack, operating processes, and the level of in-house expertise in accounting and FP&A. The focus was to increase visibility on the financial health and operating performance of the company. The work plan covered a wide range of activities, including the following.
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Developed new weekly and monthly financial reports with KPIs and other essential information at the site and client level. Full P&Ls by office and client are now available.
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Developed and implemented new processes to produce the weekly cash/sales reports and a “new” monthly operating review.
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Designed a new chart of accounts to track all necessary data that fit the business needs, including KPIs at the site and client level.
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Reclassified 2019 and 2020 financials to the new chart of accounts to better understand trends in volume, pricing, and operating expenses. The insight gained from these trends was essential to building the budget for 2021.
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Reviewed the existing technology stack (Avionte, ADP, QuickBooks, SaasAnt) and implemented links to automate data transfers.
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Developed and implemented new accounting (cash to accrual) and closing processes.
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Developed a budget model that shows how to best scale the business through sensitivity analysis, modeling the impact of opening new offices, adding clients at various price levels, and staffing options.
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Assisted in recruiting finance staff.
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Trained finance staff to run the newly developed accounting and reporting tasks.