Services
Fractional CFO
Strategic Planning
Financial Reporting
Financial Projections & Forecasting
Cash Flow Management
Budgeting
Fundraising Support
Investor Relations
A key collaborator with your leadership team to develop & manage financial reporting for better transparency and decision making.
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This role works with your team to build out detailed pro-forma financial & cash flow models, as well as develops KPI dashboards for insights across the business tailored for management, board, and investor presentations.
Advisory Services
Strategic advisory services to guide decision making and drive business forward. Including: overall business, operational & go-to-market strategy, start-up advisory, and Board Member services.
You face different hurdles and pressure points depending on the stage of business. This includes a host of special projects including customer discovery, pricing, GTM strategies, and business plan review to name a few.
It doesn't have to be an uphill struggle, here you have support from someone who has been in your shoes.
Interim CFO
Filling the role of full-time Chief Financial Officer following the departure of the previous CFO; providing the financial oversight and management.
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A trusted partner stepping in to help bridge the gap between the departure of one executive and the start of a new one.
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This can provide consistency in responsibility for monthly financial reporting and projects, as well as lead turnaround or growth, depending on needs.
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Startup Venture Training
Short courses to cover the range of startup topics, including: Finance, Operations, & Leadership.
1:1 training and customized training available.
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More coming soon...
Fractional Controller
Accounting Team Management
Revenue Recognition
Establish Procedures
Month-End Close
Systems Implementation
Bookkeeper Management
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Serves as the key accounting leader to support month-end close, overseeing accountants & bookkeeping staff, and producing financial reporting packages.
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Further, this role acts as the liaison to your external accounting firm & legal counsel to ensure accuracy in reporting, compliance, overseeing audit & tax services.
Speaking Engagements
Experienced national speaker and presenter on areas of startup venture finance, innovation, mission/purpose-driven ventures, and women's entrepreneurship.
​Favorite topics that share Karen's deep experience and which light up, inform, and engage a room (on-line or in-person):
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- Social/Environmental Sustainability
- Mission-Driven Startups
- Women's entrepreneurship
- Lean startup and innovation
- Ed-tech
- Finance is never too early in startups
Contact
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