Consulting & Investment Services
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Consulting & Investment Services
Whatever changes you’re hoping to make or goals you’re trying to achieve, I’ll provide you with sound advice and professional guidance every step of the way.
Your Strategic Partners
Fractional CFO Services
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Budgeting & Forecasting
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Financial Modeling
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Overseeing the Bookkeeping Process
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Creating & Managing Cash Flow Forecasts
Angel Investing 101
Dive into the world of angel investing with our comprehensive Angel Investing 101 Course. This beginner-friendly course demystifies the complexities of angel investing, covering fundamentals, startup evaluation, investment strategies and building deal flow. Enroll today to transform your financial future and confidently navigate the dynamic world of angel investing.
Pitch Deck Review
This service scrutinizes the narrative and messaging within your pitch deck to ensure it clearly articulates your start-up's mission, vision, product or service offering, target market, and unique selling proposition. This involves advising on how to effectively tell your start-up's story, highlight key achievements, and address potential investor questions or concerns
Material Development
Tailored Financial Education Materials are bespoke resources designed to educate individuals or groups about various aspects of personal finance, investment strategies, budgeting, and financial planning. These materials are crafted to suit the specific needs, knowledge levels, and goals of the intended audience. They aim to empower individuals with the knowledge and skills necessary to make informed financial decisions and achieve their financial objectives.
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