Our Services
Fractional Consult partners with various stage companies and their founders/leaders.
With prior roles in small, medium and large companies spanning across business improvement, revenue, financial planning and operations. Our solutions will be steeped in data, thoughtfully communicated and strategically exhausted.
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With experience in financial reporting, monthly close and corporate treasury; this part of your business is critical to efficiency and organization.
QuickBooks integration, Financial Reporting
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The details matter and most of your business data is on multiple platforms. Synthesizing KPI’s via your company’s data is key to profitable decision making.
PowerBI, Tableau, Regular Reporting Dashboard
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With experience of multiple Private Equity boards, executive and founder communications; it’s imperative to communicate regularly and know when to involve your investors.
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Partnering directly with owners, executives, and investors to evaluate opportunities, mitigate risk, and ensure projects are financially sound from strategy through implementation. Engagements are tailored, time-bound, and outcome-driven, designed to deliver results without the overhead of a full-time resource.
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If you’re considering launching an RIA, we can advise on custodian relationships, tech stack, other critical partners including Compliance, etc.
Having launched an RIA before we can partner to administer this burden.
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Experienced in navigating external resources including private capital, legal and Investment Banking/M&A resources.
Our Process
Introduction
Schedule a brief call to discuss needs & goals.
Discovery
In depth call or site visit to review details in depth.
Engagement
Partner to advance your business and it’s needs with detailed milestones.
Let’s Work TogetherIf you're interested in working with us, complete the form with a few details about your project. We'll be in touch soon.