Lead monthly financial strategy calls with a portfolio of ~40 clients.
Analyze financial statements, KPIs, profitability, and cash flow.
Translate findings into actionable recommendations and collaborate with fractional executives.
The company offers fractional executive financial services, helping small business owners improve profitability and cash flow. It works as a multidisciplinary team of CEOs, COOs, CFOs, and Controllers, with a collaborative, hands-on advisory culture.
Serve as financial leader and business advisor for approximately 30 law firm clients.
Review financial statements, build financial models, forecasts, and KPI dashboards.
Advise owners on pricing, margins, cash flow, profitability, hiring, and growth.
How To Manage a Small Law Firm helps solo and small law firm owners build more profitable, financially sound businesses. Recognized on the Inc. 5000 list every year since 2013, HTM is an established, growing company.
Own client accounting relationships and lead preparers and reviewers.
Deliver accurate monthly financials and provide cash flow insights.
Proactively improve client processes and lead complex onboardings.
Hall CPA is a 100% virtual, real estate-focused public accounting firm providing outsourced controller and CFO services. It is a people-first firm using technology and automation, with unlimited vacation and health insurance.
Own financial planning, forecasting, budgeting, and cash flow management to guide strategic decisions.
Build executive dashboards and analyze profitability by client, service line, and team.
Establish internal controls, manage compliance, and optimize finance systems with AI and automation.
WeAssist is a recruiting firm that connects US businesses with skilled remote professionals worldwide. With a team of over 120 outsourced professionals, they foster an inclusive, high-performance culture focused on growth, integrity, and giving back.
Own the general ledger, monthly close, reconciliations, financial statements, and cash forecasting.
Maintain compliance-ready records and coordinate with payroll, tax, audit, and other advisers.
Manage staff and outside providers while personally executing and reviewing accounting work.
Founded in 2014, Meltzer Hellrung is a technology-driven immigration solutions provider that helps high-growth companies scale their immigration programs and expand into new markets. The firm values authenticity, ownership, resilience, and growth-mindedness, fostering a service-oriented, compassionate culture.
Own monthly financial reporting packages, including P&L, balance sheet, and KPIs, with insightful commentary.
Lead forecasting, budgeting, and financial modeling for revenue, margin, and operating expenses.
Analyze profitability by client and project, and drive continuous improvement in reporting tools and processes.
Inizio is a global partner with over 10,500 experts in more than 50 countries, supporting health and life science companies by turning science into strategy. They focus on executing across the product and patient journey, with an inclusive and dynamic work environment.
Serve as the primary point of contact and trusted financial advisor for assigned clients, leading financial review meetings.
Analyze financial statements, KPIs, budgets, and forecasts to identify risks and opportunities for growth.
Collaborate with accounting teams and drive process improvements while ensuring compliance and accuracy.
The company provides financial solutions and advisory services to small and medium-sized businesses, helping owners make informed decisions. It operates in a remote-first environment and values authentic relationships, continuous learning, accountability, and operational excellence.